Common Components Help

AEF Help

Routes: Content

This section contains these topics:

• Listing Content for a Route
• Defining Content for a Route

Listing Content for a Route

You can list the content of any route that you created or that you are included in. In Team Central, Workspace Leads can list content for any route in the workspace. The Content page lists all the items added to the route.

See Viewing Documents and Content in Common Document Management.

Defining Content for a Route

The route creator can define the content of a route at any point up until the route is Finished. Team Central route members with Add access to the route can add content from the workspace, and members with Remove access can remove content as needed until the route is Finished. If Team Central or Program Central is installed, members who have access can add content from a local directory.

To define content for a route

1. From the global toolbar, click My Desk>Routes>My Routes.

Or

If you are working within an object, click Routes from the object's category list.

2. From the Routes page, click the Name of the route.
3. From the category list for the route, click Content.
4. To add general content, click Add Content. This allows you to add any database content. For example, if Engineering Central is installed, you can add parts, ECRs, ECOs, etc. Search and select database items that you want included in the route. For details, see Using Search.
5. To add documents that have not been added to the database but are in a local directory:
1. From the Add Content page, click Upload External File. This option is shown only if Team Central or Program Central is installed.

Depending on how your system is set up, a File Checkin/Checkout Login page may appear. If so, enter the same Username and Password that you enter when logging into MatrixOne application and click Login.

The Checkin Dialog page appears.

2. Enter a Description for the file.
3. In the File box, click Browse to select the file.
4. Specify a folder or subfolder to add the document to by clicking for the Workspace Folder box. From the list of folders for which you have Read access, choose a folder. If the route's scope is a folder or subfolder, then only that folder or its subfolders can be chosen.
5. Click Checkin.

The file is added to the Content page.

To specify a blocked state for a route

1. To specify a Blocked State for non-document items (only for items that have more than one state in their lifecycle):
1. From the Content page, click Edit Lifecycle Blocks.
2. Choose the state from the State Condition column. To remove a blocked state, choose (none).

If you specify a block promotion state for an item, the system prevents the item from being promoted from that state until the route is completed. For example, suppose a buyer is routing an RFQ to be reviewed internally before sending it to suppliers. The buyer can make sure the RFQ is not sent to suppliers until the route (and associated review) is complete by specifying Initial Review as the block promotion state. Similarly, suppliers can make sure a quotation is not returned to the buyer until its route (which lets others in their company review it) is complete by choosing Review as the block promotion state.

!

State-based blocking must be enabled by the Matrix Business Administrator. See the Common Components Administrator Guide for details.

2. To remove an item from the route:
1. From the route Content page, check the items you want to remove.
2. Click Remove from the page Actions menu.
3. At the confirmation message, click OK.
3. Click Done.