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  • 1.  Hide option to change a WO status to CLOSED if in workflow.

    Posted Thu June 30, 2022 07:21 AM
    There is a node in our workorder WFs which is WCOMP and will not resume WF until the status is changed to COMP - the status at these stage is INPRG (this when when the workorders are reviewed after the work is completed. The trouble we have is the option of CLOSED is available and sometimes people select this by mistake.

    I thought the following would work for me but when testing this in my DEV system the option of CLOSED still show up.
    Has anyone any ideas on what I am missing?

    1. Using Conditional Expression Manager (Go To -> Administrations -> Conditional Expression Manager) and set the following :-

    Condition: WOCLOSE

    Description: Hide option to change a WO status to CLOSED if in workflow.

    Type: EXPRESSION

    Always Evaluate: Y

    Expression: istask = 0 and exists (select 1 from wfinstance where active=1 and ownertable ='workorder' and ownerid = workorderid)

     

    1. Go To -> System Configuration -> Platform Configuration -> Domains

    Search for 'WOSTATUS'

    Select the 'CLOSED' Internal Value and set the condition to WOCLOSE and set the Object Name to WORKORDER.



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    Stefano Giorgi
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    #Maximo
    #AssetandFacilitiesManagement


  • 2.  RE: Hide option to change a WO status to CLOSED if in workflow.

    Posted Thu June 30, 2022 10:11 AM
    Personally, I prefer to turn off the ability to close the work order for everyone.  Instead, I use an escalation to do it, under the following conditions:
    - Status is COMP
    - All related POs are closed
    - No changes for at least 90 days

    Then I tell the users that they're responsible for getting the work order to COMP status, and Maximo will do the rest.





    Original Message


  • 3.  RE: Hide option to change a WO status to CLOSED if in workflow.

    Posted Tue July 05, 2022 09:33 AM
    Hi, I played with the expression a little and it seems to be working in a simple local test.
    istask = 0 and not exists (select 1 from wfinstance where active=1 and ownertable ='WORKORDER' and ownerid = :workorderid)

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    BRIAN Downey
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    Original Message


  • 4.  RE: Hide option to change a WO status to CLOSED if in workflow.

    Posted Tue July 05, 2022 10:19 AM
    Thank you Brian.

    I should have had not exists and missed the : before workorderid.

    I can confirm it is now hidden in in my test system but before implementing I will have to review some of my other WO workflows due to the fact that they do not stop with the WO status as COMP. With this in place these workflows are blocked from automatically changing the WO to CLOSE.



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    Stefano Giorgi
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    Original Message


  • 5.  RE: Hide option to change a WO status to CLOSED if in workflow.

    Posted Tue July 05, 2022 02:18 PM
    Thanks for letting me know, glad it's working! Sorry for the additional reply, I got no feedback that the first one went through. I thought I was posting public but not sure how that works.

           - Brian



    Original Message


  • 6.  RE: Hide option to change a WO status to CLOSED if in workflow.

    Posted Tue July 05, 2022 11:24 AM
    Thinking about this more as the only place a user can change the WO status is when the WO is at the workflow WAIT node could this be incorporated into this query. i.e. nodetype = 'WAIT'. Not sure what the join would be as it's not in the wfinstance table.

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    Stefano Giorgi
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    Original Message


  • 7.  RE: Hide option to change a WO status to CLOSED if in workflow.

    Posted Sun July 17, 2022 07:47 AM
    I agree to Shannon, We are also using he same configuration which provides time for any charges on WO

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    mx pro
    ON
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    Original Message


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