There is currently no out of the box solution to refresh promotion objects to their latest iterations or automatically revise the promotion candidates that are being promoted through a revision series change.

During the Promotion Request review and approval process, it is not uncommon for the participants to uncover issues associated with the promotion candidates. Rather than rejecting the Promotion Request, the process can be more efficient with the introduction of a rework loop. This rework loop allows the creator of the Promotion Request to review the comments, make appropriate adjustments to the promotion candidates, and have the workflow automatically refresh the Promotion Request for another review and approval.

It is also good practice to avoid sending promotion targets for approval when the result will be a validation error. The rework loop contains this validation based on the current iterations of promotion targets or the refreshed iterations if Automatic Refresh is enabled.

For companies that use the Promotion Request as a "Gate Review" for production, a best practice is to switch the revision labels for objects from a numeric series to an alphanumeric series. With a proper life cycle design, such a gate state can be modeled that achieves the desired target state and automatically revises the promotion candidates to the initial revision label of the new revision series.

These instructions assume a pre-existing knowledge of modifying workflow processes and how to call Windchill methods within the workflow.

The expectation is that you will be able to add the auto-refresh or the automatic revise functionality to your customized workflows.