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David_Sierra_Fernández's avatar
David_Sierra_Fernández
Ideator I
2 months ago

Can a Workflow Map be triggered from an OOTB Action in Aras Innovator 35?

Hello everyone,

I'm David Sierra, PLM consultant and developer at T-Systems Iberia, with a background primarily in Teamcenter. I'm currently working on an Aras Innovator 35 implementation for a client, and I have a question I’d like to ask the community:

- Is it possible to launch a Workflow Map directly from an OOTB Action?
- Or is it necessary to configure something beyond what's provided out-of-the-box, such as a custom method or additional logic?

I’d really appreciate any insights or experiences you can share.

Thanks in advance for your support.

— David Sierra
PLM Consultant – T-Systems Iberia

Documents
Workflows

1 Reply

  • David_Sierra_Fernández's avatar
    David_Sierra_Fernández
    Ideator I
    2 months ago

    Resolved:

    Following up on my own question with what worked for me (Aras Innovator 35):

    • Goal: start a Workflow Map from a custom Action on Document, letting the user pick the map.

    • Approach:

      1. Created an Action on ItemType “Document” that runs a client method which opens a modal Form.
      2. Form “Select Workflow”:
        • Added to Document → Views with Type left empty (important for data binding).
        • OnFormPopulated method populates a dropdown with:
          • Allowed Workflows for Document (if the user can Get them), otherwise
          • all “current” Workflow Maps as a fallback.
        • Submit button OnClick calls instantiateWorkflow(mapId) and then apply("startWorkflow").
      3. To avoid duplicate dropdowns:
        • Ensure the Form contains a single select with a known id, and the methods target that same id (otherwise the method will create one dynamically).
      4. Permissions (for the user who starts the WF):
        • Workflow Map: Get
        • Workflow Process, Activity, Activity Assignment: Get, Create, Update
        • Document: Get (and typically Update); Can Discover as needed
        • If you want to list only Allowed Workflows (no fallback), make sure the user can Get “Allowed Workflow”.

    • Result: The Action opens the modal, user selects a map, and the workflow starts. You can verify it under Workflow Processes.

    • Extra: We cloned the base map (“Save As”) to create the different variants needed, set “is_current”, assignments, and permissions within each map, and (optionally) related them as Allowed Workflows on Document, marking a default.

    If someone knows another method to resolve this issue, please inform me.

    Thanks!

    David