Advanced Workflow - User Essentials

Data Form – Grids: DOCUMENT

Based on the environment’s options, an automatic email may be created with details for notifying the responsible user(s):

Since the assigned document has been [Rejected from Workflow], its “ No Life-Cycle ” status is automatically removed so it can once again be CHECKED-OUT from within MechWorks PDM:

Furthermore, the displayed values of the assigned document within the [ DOCUMENT ] grid within the EC Data Form is now highlighted by using red text instead of black text:

More, while one or more assigned documents of an EC Data Form are [Rejected from Workflow], the workflow Buttons that would normally note [Reject] and [Approve] are replaced with a Button that notes [On Hold] and it is automatically disabled. This ensures that the EC record cannot be approved forward or rejected backwards until the assigned document in question is properly addressed:

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