Object Validator Rule Manager Platform
No-Code Visual Manager: Deploy fast & empower business rules from one page without any code. No code. No kidding.
Rules-driven Automation: Apply or Exclude rules based on content, attributes, object types, context and more.
Apply Rules Quickly: Adapt quickly to changes and adding new rules without performing a Windchill restart.
Combine Workflow & Rules: Use one platform to do it all. Add rules to workflows easily.
Extension Capabilities: Add and manage your custom rules. Companies can add their own special rules effortlessly within one interface.
Deep Technical Rules: Common rules used within the industry at your fingertips to configure how rules should work for your organization.
Rule Editor
Manage rules that include complex combinations within one interface. You can add, edit, or remove rules effortlessly at your fingertips without restarting your Windchill server.
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Set unique name and description to view in the user's interface.
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Rules can be turned off or on
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Set rule type name, or IBA name by setting the Attribute
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Set Rule Status to pass or fail for validation
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Set objects that are applicable or not applicable to rules based on type, extension, context and more.
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Apply rules to be used in a Change Task, Promotion, User Action, Change Request or Workflow and more.
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Custom API call of your own custom rule based on a Java class.
Disable or Enable the rule.
The selected rule name or IBA internal name. This value is pre-populated based on the rule chosen from the dropdown and cannot be edited, except when the IBA rule is selected.
The defined operation applied to the "Value" field. This is sometimes pre-populated based on the selected rule.
Valid entries are:
equals - Compares the attribute value to the specified value in the rule field.
matches - Determines if attribute value matches the value in the rule field.
contains - Determines if an attribute value is contained within the value of the rule field.
length - Determines if attribute value length is equal or grater or equal to the value rule field.
Define the rule status based on the "Value" field, which can be "Fail," "Pass," or "Warning." If the business rule returns the value set in the "Value" field, the corresponding status—Fail, Pass, or Warning—will be displayed in the resulting table for the user.
Required
Required
A selection list specifying the business object type the rule should be executed against.
For example, if the "ValidState" rule should apply only to a WTPart, select "wt.part.WTPart" from the list. The rule will then run exclusively on WTPart objects based on the selected action.
Selections:
wt.epm.EPMDocument
wt.part.WTPart
wt.doc.WTDocument
Comma separated list of object sub types the rule does not apply to. Valid entries are any sub type of wt.epm.EPMDocument, wt.part.WTPart or wt.doc.WTDocument.
Comma separated list of Windchill operations the rule applies to.
Comma separated list of Windchill operations the rule does not apply to.
A comma separated list of a sequence of characters in the number of the object being validated the rule does not apply to.
A comma separated list of states the rule does not apply to.
The name, operator and value of an IBA the rule does not apply to.
A list of available contexts (Products and Libraries) is provided for selecting where the rule should be applied. You can choose either All Contexts or a specific context.
Selecting All Contexts at the Site level applies the rule to all contexts.
Selecting All Contexts at the Organization level applies the rule only to contexts within that Organization.
Comma separated list of contexts (Products and Libraries) the rule does not apply to. This will take precedence over Applicable Context.
Required
A selection list determines how a rule is applied or when it is invoked. It specifies the process object type or action in which the rule should be executed. For example, if you want the "CADHasPart" rule to be triggered only during a Promotion Request process, you would select "Promotion Request" from the list. This ensures that the rule is evaluated exclusively within the chosen process object or action, preventing unnecessary validations.
Selections:
Promotion Request
Change Task
User Selection (Right mouse click or action)
Workflow
Change Request
Change Review
Problem Report
Dropdown to select a new business rule for definition.
Once a rule is selected, its description appears to the right of the dropdown.
Relevant values in the Rule Attribute section are automatically populated based on the selection.
The "Value" input field defines the result of the business rule execution, indicating whether the rule should pass, fail, or issue a warning. Based on the selected rule, the value can be a specific input, such as "true" or "false." Once the business rule is executed, the outcome is reflected in this field.
For example, if the "DrwHasCAD" rule is selected, the Value field is set to "false," and the "Rule Status"is set to "Fail," then if the business rule returns false, the result in the report table will show a failure.
When the wt.epm.EPMDocument object type is selected, you can specify the CAD extensions to apply. This should be a comma-separated list (e.g., prt, drw, asm, sldprt, sldasm, slddrw) without including the dot.
This feature enables the selection of contexts (Products and Libraries) using a regular expression to match multiple contexts when Other is selected in the Selected Contexts list box.
For example:
To select all contexts that begin with 123, use 123*.
To find all names in a list that contain 123 and end with S, use the following regular expression: \b\w*123\w*S\b
Explanation:
\b → Ensures matching full words.
\w* → Matches any number of letters, digits, or underscores before and after 123.
123 → Ensures the name includes 123.
\w* → Allows additional characters after 123.
S\b → Ensures the name ends with S and is a complete word.
A list of existing subtypes of a process object is available within the Actions list box. When subtypes are selected, the rule will only apply to the chosen subtype.
For example, if a rule should apply only to a Peer Review, which is a subtype of Change Review, it will be limited to that specific subtype.
A dropdown menu that allows selecting Resulting Objects or Affected Objects for applying a business rule. This option is enabled when Change Task is selected in the Actions list box.
Rule Manager Designer
Build business rules as easily as drawing on a whiteboard.
Take advantage of multiple options for rule styles and types or add your own all from one web page.
Description:
Determines the object being validated is already in a Change Object
(Change Notice, Promotion Notice) and the Change Object is in a state specified in the Value field.
Description:
Verifies if a Change Request object has Associated Annotations in the Affected Objects table.
Description:
Validates if a CAD Document or WTPart structure child has been assigned to a specifed lifecycle state in its history. Example: If a child part within a structure that has never been in the RELEASED state before then the rule can be set to fail or pass.
Also determines if any child with an invalid state are included within the approval process.
Required Inputs:
Operator: Only supports equals operator
Value: Requires a display state name
ApplicableObjectTypes: wt.epm.EPMDocument and wt.part.WTPart
Value: Use lifecycle state display names. Example: In Work. Use a numeric value for specifying the structure level to check after the state name seperated by a coma. If a numeric is not listed then the rule will only validate the first level. Example: In Work,4
Description:
Validates if a CAD Document or WTPart structure child that is not in a validation (not selected within a right mouse click or not within a change object) has been assigned to a specified lifecycle state in its history. Example: If a child part within a structure that has never been in the RELEASED state before then the rule can be set to fail or pass. The child is not either selected or within a change object.
Also determines if any child with an invalid state are included within the approval process.
Required Inputs:
Operator: Only supports equals operator
Value: Requires a display state name
ApplicableObjectTypes: wt.epm.EPMDocument and wt.part.WTPart
Value: Use lifecycle state display names. Example: In Work. Use a numeric value for specifying the structure level to check after the state name seperated by a coma. If a numeric is not listed then the rule will only validate the first level. Example: In Work,4
Description:
Validates if the CAD Document or WTPart structure children are in a valid state at any specific level. Also determines if any child with a valid state are included within the approval process.
Required Inputs:
Operator: Only supports equals operator
ApplicableObjectTypes: wt.epm.EPMDocument and wt.part.WTPart
Value: Use lifecycle state display names. Example: In Work. Use a numeric value for specifying the structure level to check after the state name seperated by a coma. If a numeric is not listted then the rule will only validate the first level. Example: In Work,4
Description:
Determine if all children in a structure has been collected in the validation.
Required Inputs:
Operator: Only supports equals operator
Value: Set to true or false
ApplicableObjectTypes: wt.epm.EPMDocument and wt.part.WTPart
Value:Use a numeric value for specifying the structure level to check after the state name in seperated by a coma. If a numeric is not listed then the rule will only validate the first level. Example: In Work,4
Description:
Validate one or more attributes (IBAs) includes a value (not empty).
Required Inputs:
Operator: Only supports "equals" operator
Attribute: Value is set to AttributesHaveValue
Value: Contains the IBA internal name to validate, separate multiple entries with a comma
Review the Type and Attribute Manager for internal name for value filed entries.
Description:
Validates objects within Change Notice or Promotion Request are checked-out.
Required Inputs:
Operator: Supports only the "equals" operator
Attribute: Value is set to CheckedOut
Value: Set to either true or false
Description:
Validates if an CAD Document has an associated WTPart and determines if the associated WTPart is included in the validation.
Required Inputs:
Operator: Only supports the "equals"operator.
Attribute: Value is set to CADHasPart
Value: Set to either true or false
Description:
Run a user defined java class to validate objects or workflows.
Required Inputs:
Operator: The fully qualified class name. Example com.fsi.rules.ExampleCustomRule
Attribute: Set to CustomRule
Value: The method name from the class to run. Example: myMethod
No other inputs are required
Description:
Validates if an WTDocument has an associated WTPart and determines if the associated WTPart is included in the validation.
Required Inputs:
Operator: Only supports the "equals"operator.
Attribute: Value is set to DocHasPart
Value: Set to either true or false
Description:
Validates if a family table generic is within a validation set that includes a family table instance.
Required Inputs:
Operator: Supports only the "equals" operator
Attribute: Value is set to FamilyTableGeneric
Value: Set to either true or false
Description:
Validates if family table instances are verified within a validation set.
Required Inputs:
Operator: Supports only the "equals" operator
Attribute: Value is set to FamilyTableVerified
Value: Set to either true or false
Description:
Validates the current user permission specfied on any object.
Valid Persmission options for the "Value" input field:
AMINISTRATIVE
ALL
CHANGE_CONTEXT
CHANGE_DOMAIN
CHANGE_PERMISSIONS
CREATE
CREATE_BY_MOVE
DELETE
MODIFY
MODIFY_CONTENT
MODIFY_IDENTITY
MODIFY_SECURITY_LABELS
NEW_VIEW_VERSION
READ
REVISE
SET_STATE
Required Inputs:
Operator: Set to equal
Attribute: Value is set to ObjectPermissions
Value: Set to any of the permission options listed above. Only one permission is listed.
ApplicableObjectTypes: Required to select at least one object type.
No other input is required
Description:
Validates if an WTPart has an associated CAD Document and determines if the associated CAD Document is included in the validation.
Requirments:
Operator: Only supports the "equals"operator.
Attribute: Value is set to CheckedOut
Value: Set to either true or false
Description:
Validates if the related CAD Document and WTPart have the same revision and are both in the Change Resulting Objects or Promotion Request.
Requirements:
Operator: Only supports equals operator
Attribute: Value is set to RelatedSameRevision
Value: Supports true or false
ApplicableObjectTypes: Is not used.
Description:
Validates if the related CAD Document and WTPart have the same name (less extenstion) and are both in the Change Resulting Objects or Promotion Request.
Required Inputs:
Operator: Only supports equals operator
Attribute: Value is set to RelatedSameName
Value: Only supports true or false
ApplicableObjectTypes: Not used.
Description:
Validates related objects (CAD Document,WTPart) includes the same IBA with the same value and they are in the same Promotion or Change object.
Required Inputs:
Operator: Only supports "equals" operator
Attribute: Value is set to RelatedSameAtts
Value: Contains the IBA internal name to valdate, separate multiple entries with a comma Enter * for all IBA's
Checks to see if related items (EPMDocument, WTPart) have the same
revision and are in the validation.
Only supports equals in the Operator field.
Only supports true or false in the Value field.
Description:
Validates if the related CAD Document and WTPart have the same number (less extenstion) and are both in the Change Resulting Objects or Promotion Request.
Required Inputs:
Operator: Only supports equals operator
Attribute: Value is set to RelatedSameNumber
Value: Only supports value of true or false
ApplicableObjectTypes: is not used.
Description:
Check if any sheetmetal CAD part includes a DXF file as an attachment.
Required Inputs:
Operator: Only supports "equals" operator
Attribute: Value is set to SheetmetalHasDXF
Value: Set to true or false
The ApplicableObjectTypes and ApplicableExtenstions are not used
Description:
Determines the objects within a validation are in a specific lifecylce state based on a comma delimited list within the Value input filled.
Required Inputs:
Operator: Only supports "equals" operator
Attribute: Value is set to ValidState
Value: Input a list of valid states separated by comas. The states names are the lifecylce state's display names. Example: In Work, Released, Obsolete
ApplicableObjectTypes: An object type must be selected.
Verifies if an assembly EPMDocument has an associated WTPart with a structure.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a CAD Drawing has multiple associated CAD Objects.
Verifies if a CAD Drawing has a DXF attachment with the same number value.
Verifies if the Drawing with reference type "Drawing Reference" linked to a CAD Document is the latest version.
Verifies if an EPMDocument has an associated WTPart, which does not need to be in the validation.
Verifies if related items (EPMDocument, WTPart) have the same revision and are included in the validation.
Verifies if an EPMDocument has an associated WTPart, which doesn't need to be in the validation.
Supports only "equals" as the Operator and "true" or "false" as the Value.
Verifies if the CAD Document linked to a drawing is the latest version. Supports only "equals" as the Operator and "true" or "false" as the Value.
Verifies if a "Drawing Reference" linked to a CAD Document is the latest version.
Supports only "equals" as the Operator and "true" or "false" as the Value.
Verifies if the EPMDocument linked to a WTPart (CAD/Dynamic Documents) is the latest version.
Supports only "equals" as the Operator and "true" or "false" as the Value.
Verifies if the WTDocument linked to a WTPart (Described By Document or Reference Document) is the latest version.
Supports only "equals" as the Operator and "true" or "false" as the Value.
Verifies if the WTPart linked to an EPMDocument (Parts) or WTDocument (Describes Parts) is the latest version.
Supports only "equals" as the Operator and "true" or "false" as the Value.
Verifies if a child of an EPMDocument or WTPart structure is in the state specified in the Value field. Children don't need to be in the validation.
Supports only "equals" for the Operator.
Multiple entries can be used in the Value field, separated by commas (e.g., In Work, Released). Use the State display value for Value entries.
Specify an integer value to set which assembly/structure levels to check; the default is 1.
Verifies if the attributes (IBAs) in the Value field have the same value.
Supports only "equals" for the Operator.
Multiple entries can be used in the Value field, separated by commas (e.g., IBA1, IBA2). Use the IBA internal name for Value entries. Refer to the Type and Attribute Manager for the internal name of Value entries.
Verifies if an EPMDocument (part or assembly) has associated drawings and if the drawings are included in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if an EPMDocument (part or assembly) has associated drawings with the same number value and if the drawings are included in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if an EPMDocument has an associated WTPart, which doesn't need to be in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a CAD Drawing has associated CAD Objects and if the CAD Objects are included in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a CAD Drawing has associated CAD Objects and if those objects are included in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a CAD Drawing has associated CAD Objects with the same number value and if those objects are included in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a CAD Drawing has multiple associated CAD Objects.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a drawing was modified last, after any related drawing references.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a CAD Drawing has an associated DXF attachment with the same number value.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies the IBA specified in the Attribute against the Operator and Value.
Supports equals, contains, matches, and length for the Operator.
Use the IBA internal name for the Attribute entry.
Verifies if a WTPart has one of the listed CAD associations (links) in the value field.
Supports only "equals" for the Operator.
Use Owner, Content, Contributing Image, Image, Contributing Content, or Calculated for the Value.
Verifies if a WTPart has an associated Described By Document and if it is included in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a WTPart has an associated Described By Document that is not in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a WTPart has an associated Drawing and if the Drawing is the latest version.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a WTPart has an associated Reference Document and if it is included in the validation.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if a WTPart has an associated Reference Document.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if the Release Target is set in a Change Task.
Supports only "equals" for the Operator and "true" or "false" for the Value.
Verifies if the Representation contains additional file types as specified in the Value field.
Supports "equals" for the Operator and multiple entries in the Value field, separated by commas (e.g., igs, pdf).
Verifies if a WTDocument has primary content in the specified format.
Supports "equals" for the Operator. Leave blank for any format or specify the format (e.g., XLS) in the Value field.