PTC FlexPLM Fundamentals > Samples > Auto Create a New Sample or Sample Request Based on Status
  
Auto Create a New Sample or Sample Request Based on Status
The sample approval process is mostly iterative. Samples get rejected, new samples get created and reviewed. This process continues till an approval is achieved for a particular intent and then repeated again when something changes. To make the process of requesting new samples efficient, FlexPLM is introducing the ability to auto-create a new sample when an existing one is rejected for any reason. The following sections describe configurations that an administrator needs to setup to enable this capability, These settings are configurable for all sample types at both the request and sample levels.
Approval or rejection of a sample is entirely based on the value of a Sample Status attribute, and the approval or rejection of a sample request is entirely based on the value of a Sample Request Status attribute.
You can configure all sample types and soft types at either the request level, or sample level, or at both the levels.
Following are the scenarios for auto creation of sample or sample request based on its status:
If a user rejects a sample, then a new sample is auto created.
For example, if ‘sample-1’ is rejected for a request a new Sample ‘sample-2’ is created for the same request.
If a user rejects a Sample Request then a new Sample Request with one sample gets auto created.
For example, if Request1 is rejected then a new request ‘Request1 (2)’ is created with a new sample ‘sample-1’.
If a user rejects both the sample request and sample at the same time the sample request takes precedence and a new Request is automatically created with one sample in it.
For example, if ‘Request1’ is rejected and ‘sample-1’ in ‘Request1’ is also rejected at the same time then a new Request is created with new Sample in it. That is, ‘Request1 (2)’ with’ sample-1’ will be created and ‘Request1’ will not have any new sample created for it