Article - CS43550

How to modify pre-selected roles from 'Define Participants' step in 'New Promotion Request' wizard in Windchill PDMLink

Modified: 22-Aug-2025   


Applies To

  • Windchill PDMLink 9.1 to 13.1
  • Windchill PDM Essentials 10.1 to 11.1

Description

  • How to modify (Remove/Add) pre-selected roles from Define Participants step in New Promotion Request wizard
  • How can Promotion Requests be sent to only specific users in the Approver role
  • How to allow users to select/unselect the users for role in  New Promotion Request wizard manually instead of setting default users/role for the role as the pre-selected role
  • When creating a new promotion request, the users under some roles are locked and pre-selected, how to unlock the users and select manually
  • Promotion Request Roles are Pre-Selected even though Fixed Roles For Promote value preference is empty
These roles are appearing pre-selected
  • Is there any way to control the Roles/Participant list that appears in Select Participants step i.e. Step 3 of New Promotion Request wizard. By default the entire context team is displayed
User-added image
  • Is it possible to disable the default selection of participants in the third step when creating a new Promotion Request


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