Default workflow templates - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
Product
SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

For a list of the workflow templates that are available in your SmartPlant Foundation, click Find > Workflow > Workflow Template.

Internal transmittal life cycle template

The following diagram displays the structure of the Internal Transmittal Life Cycle template. The change of the workflow status of the transmittal is shown to the right.

The Controlling Recipient is identified at the transmittal level. Before transmittal issue, validation takes place to ensure the controlling recipient is actually a recipient. This validation can also be performed if the ToUser is configured and set on the transmittal.

The run and attach report step is a special process step that is configured to run a specified report to generate the report as a file and attach it to the transmittal. This is embedded in the email as part of the issue step distribution.

As part of completion, the issue state of the transmittal is set and this prevents any further changes through conditional access by methods.

The External Transmittal Life Cycle template is similar to the internal template.

Internal cancelled transmittal template

The following diagram displays the structure of the Internal Cancelled Transmittal Template. The change of the workflow status of the transmittal is shown to the right.

The External Cancelled Transmittal template is similar to the internal cancelled template.

External transmittal life cycle template with additional vendor document step

This workflow is based on the ExternalTransmittalLifeCycle template with an additional step that occurs after the Issue Transmittal step as shown below.

This step sets the vendor document due date based on today's date and the status code. The status code is used by the SetVendorDocDuteDate step to calculate a review period in days, which is added to today's date to determine the due date.

You can use the SetProperty process step to set the date prior to the calculation of the return date. Setting the date using this process step allows you to set up a review process between receiving the document (setting receipt date) and returning it before setting the status.

SetVendorDocDueDate

This is a one-step workflow with no user interaction.

You can attach this workflow to the vendor document, and if the Status Code has been populated, the Actual Return Date is populated with today's date and the due date is set to today's date plus the review period calculated from the status code.

As part of this step, the Actual In Date is cleared unless the Return Period = 0 (in which case the Actual In Date remains the same). The Due Out Date is cleared regardless of the return period. If no status code is set, the user will receive a message, and the step will not be processed.

SetVendorDocPlannedReturnDate

This is a one-step workflow with no user interaction.

You can attach this workflow to the vendor document, and if the Actual Receipt Date and Status Code are set, the Planned Return Date is set to the Actual Receipt Date and the review period is calculated from the status code.

As part of this step, the Due Date and the Actual Return Date are cleared. If the Actual Receipt Date or status code is not set, then the step will not be processed.