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SUPPORT Q&A - Creating Obsolete parts

spolen - Monday, February 21, 2011 9:00 AM:

I have been asked by several team members to delete parts and documents from the db and do not want to do this for reasons of history and in case they want to use these parts in the future.

Is there a way in the workflow to take a part from released to obsolete?  I have done some reseach, but have been unable to do so.

thanks,



PatrickW - Monday, February 21, 2011 2:26 PM:

Hi,

You will need to define some kind of final status - e.g. "closed", "obsolete", "end-of-life" - in your part and document life cycle and create a path between these statuses. This can be done in the respective LifeCycleMap. You can even let the status change (e.g. from "released" to "obsolete") set security on the item in a way it will not be visible for the users anymore.

/Patrick



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spolen - Tuesday, March 22, 2011 11:10 AM:

Thank you Patrick,

I did update the life cycle for both the part and document and still in the State I am unable to promote to Obsolete.  Any other suggestions on what I may be doing wrong.  In lists, I thought maybe I could add the state of Obsolete, but have been unable to find the state properties anywhere.

Thanks,



PatrickW - Tuesday, March 22, 2011 11:56 AM:

Hi Sue,

The next thing I can think of is that you are not part of the "role" that is set on the transition. In that case, you will not see the transition. Open the life cycle map and click on the transition line. You should see the role that's allowed to promote the item.

- Patrick

 



SKolbe - Wednesday, March 23, 2011 9:24 AM:

Hi Sue,

did you check what Patrick proposed? This sounds meaningful for me, too.

 

Note that the default LC map for Parts & Documents has states

  Preliminary - In Review - Released - In Change - Superseded.

And there is a corresponding Workflow Map controlling the LC states, i.e by completing the workflow map (here: ECN) the LC state transitions are done by application. So it takes 1 ECN to bring Parts/Documents from state Preliminary to Released (action: ADD) and another ECN to bring Parts/Documents from Released to Superseded (action: DELETE).

Or do you have complete different customization of you Part/Document lifecycle & workflow ???

Regards Stefan



spolen - Tuesday, March 29, 2011 12:09 PM:

Hi All:

I checked Patrick's role as suggested, and being I am CM and the admin for Innovator, it does show CM when I go to the role.  I am working in a test db for this and the states for these are not customized and are standard, so I am still at a deadlock in regards to this state.

Thanks,

Sue