Workflow

How to Assign Objects to an Automatically Generated Folder

What to do:

OK

To work through this example first complete the example Create a Work Request/Work Order.

When creating a Work Request or Work Order, a corresponding folder with the type Change will be generated automatically by the system. This folder is displayed in the Structure Browser!

  In the example the corresponding folder of the Work Request EWR-1000 is 11-EWR-1000.
OK Select Manager > Worklow > Folder
Search for the folder EWR-1000-EWO.
Click on the tab Document to add a document.
To change to insert mode click .
Search for the document AD-102595 - Assembly Drawing and select Take Entry from the context menu.
To save the entry click .

The document AD-102595 - Assembly Drawing is assigned to the folder.

It is not possible to assign objects to a Change folder type (automatically generated) from the corresponding object mask, e.g. document or item mask. This is to prevent uncontrolled changes to Work Requests/Work Orders!
From the object mask, objects can only be assigned to manually created folders!