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Workflow Signoff Assigned To Link

Nathan H.
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Good day all.  Is it possible to make the Assigned To labels of the Signoff tab linked?  It would be nice if someone checking on the workflow could click the Assigned To and open the Identity.  We use Identities to act as groups.  Thanks for the help.

  • 0

    Hi Nathan,

    I am happy about everyone that wants to improve standard change management in Innovator! It´s a pity that Aras itself has zero plans to improve these classical CM task.

    Without having tested your scenario, I think what you want to achieve is possible!

    Check out my blog article about modifying the SignOffs tab: https://plm-underground.com/improve-workflow-process-history-signoffs
    I    t doesn´t cover your customization, but shows which components are involved.

    I assume you have to customize the Stylesheet of the Report used for rendering the SignOffs tab. You have to add an onClick event to your Assigned To element. I am not sure which one is the best way to open the identity item, but maybe you can use the function used for "Vote now". 

  • 0 Offline in reply to AngelaIp

    Angelalp,

    I finally got around to reading your post.  Thank you for sharing that.  I did notice that my Workflow History Report method is a bit shorter than the one you are using as an example, I only have 147 lines.  

    EDIT:  Never mind, I saw what I was missing.  I didn't notice the switch from the Method to the Report.

  • 0 Offline

    Hi Nathan and anyone else looking for a similar solution,

    I personally don't like displaying the OOTB identities form to users, as an alternative I modified the SignOffs tab to provide a list of members in the identity group on mouse hover as well as add a ? icon to groups to indicate that hovering provides more information:
    (Btw my version of Aras is V12SP18 so millage may vary if this works for you in a later/earlier version)


    Similar to Angelalp's blog on editing the signoff report I added the following to the "Stylesheet" section of the "Workflow Process History" Report ItemType:

    In the <style> section of the stylesheet I added the following CSS class to create the circle around the "?"

    .circle {
                    width: 10px;
                    height: 10px;
                    border-radius: 50%;
                    display: inline-flex;
                    align-items: center;
                    justify-content: center;
                    border: 1px solid black;
                    }

    Then under the section with "    <xsl:if test="not(../../subflow) or ../../subflow[@is_null='1']">" Replace:

    <    xsl:otherwise>
         <xsl:value-of select="related_id/Item[@type='Identity']/name"/> 
    </xsl:otherwise>
    With:
    <xsl:otherwise>
        <xsl:variable name="members" select="related_id/Item[@type='Identity']/Relationships/Item/related_id/Item/name" />
        <xsl:if test="$members">
            <span>
                <xsl:attribute name="title">
                    <xsl:text>Members:</xsl:text>
                    <xsl:for-each select="$members">
                        <xsl:text />
                        <xsl:value-of select="." />
                    </xsl:for-each>
                </xsl:attribute>
                <xsl:value-of select="related_id/Item[@type='Identity']/name" />
                <xsl:text> </xsl:text>
                <span class="circle">?</span>
            </span>
        </xsl:if>
        <xsl:if test="not($members)">
            <xsl:value-of select="related_id/Item[@type='Identity']/name" />
        </xsl:if>
    </xsl:otherwise>

    Then you need to update the "Workflow History Report" method to include the members in the query results the method returns.

    In the function getWfpItem(topWfp), modify the string inside qryItem.loadAML:

    From:
    <Relationships>' +
        '                   <Item type="Activity Assignment" action="get" select="closed_by, is_disabled, closed_on, comments, path, related_id(name)" >' +
        '            <closed_by>' +
        '              <Item type="User" select="first_name,last_name" action="get">' +
        '                <Relationships>' +
        '                  <Item type="Alias" action="get" select="related_id(name)"/>' +
        '                </Relationships>' +
        '              </Item>' +
        '            </closed_by>' +
        '          </Item>' +
        '        </Relationships>' +
    To:
    <Relationships>' +
        '                   <Item type="Activity Assignment" action="get" select="closed_by, is_disabled, closed_on, comments, path, related_id(name, is_alias), created_on" >' +
        '            <closed_by>' +
        '              <Item type="User" select="first_name,last_name" action="get">' +
        '                <Relationships>' +
        '                  <Item type="Alias" action="get" select="related_id(name)"/>' +
        '                </Relationships>' +
        '              </Item>' +
        '            </closed_by>' +
        '           <related_id>' +
        '               <Item type="Identity" action="get">' +
        '                   <Relationships>' +
        '                       <Item action="get" type="Member" select="related_id(name)"></Item>' +
        '                   </Relationships>' +
        '               </Item>' +
        '           </related_id>' +
        '          </Item>' +
        '        </Relationships>' +
  • 0 in reply to Troy R

    Thanks for sharing this idea! There are really a lot of possible improvements the Sign-Offs tabs would deserve!