Updating Workflows for Smart forms - Intergraph Smart Completions - Intergraph Smart Completions Update 17 - Help - Hexagon

Intergraph Smart Completions Help (5.3.17)

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Intergraph Smart Completions
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Help
Smart Completions Version
5.3.17

To update any form in a manager, you need to enter or populate the fields given in the form. For each phase of completion, you can set mandatory fields to the forms.

Follow these steps to set required fields for punchlist:

  1. Go to User Applications> vPunchlist> Workflow Settings.

  2. Click Required Fields and select the fields to be set mandatory to complete a Punchlist form.

  3. Click Save.

SaaS- Workflow settings

  1. For the significant action steps on the Punchlist creation form (Originated, Accepted, Completed, Approved and Closed) you need to set the mandatory fields (required fields) separately.

    You cannot use revision in between the workflow states. The application errors out.

  2. When a record goes through multiple revisions, you can only have one comment for each state regardless of the no. of revisions. For example, when you comment on the Originated state of a workflow initially, and the workflow is revised multiple times and returns to originated state, the newest comment is overwritten on the workflow.

  3. When a record is reopened from a closed state, the comments from the previous workflow state and the reopen state are merged and separated by a semicolon (;)

    PL workflow

  4. You cannot change the transition states while executing a smart form or any inspection step. The system restricts such actions.

  5. A warning message is displayed when you try to delete or modify any existing transition state.