Hold and Release Materials from a Quality Workspace#

Overview#

At Cookie Factory, a quality engineer needs to review an unexpected result for the Light Butter Material at the Quality Inspection Step. Placing the Material on hold prevents it from proceeding while the issue is investigated.

In this exercise, you will:

• Configure a Workgroup to define the inspection Materials and Resources available to the quality engineer.
• Build a Workspace with a filtered Material list and customized Hold and Release buttons.
• Connect the Material selection to the buttons and configure access to both the quality and production Workspaces using the same Workgroup context.
• As the quality engineer, Hold a Material for review, inspect the hold details, and Release it.
• Dispatch and Track-In the Material after release.

This scenario builds on Process Materials from an Operator Workspace and shows how connected widgets turn a Workspace into a place to act on selected Materials.

Before You Start#

Complete Prerequisites, including the working model and Quality Engineer Security Features. Ensure you have:

• The production Workspace and Resource context from the Operator Workspace scenario.
• A Material ready for inspection, with no active holds and suitable Resources available for processing after release.
• An Active Workgroup with Workspace scope for the quality activities.

Sequence of Steps#

1. Prepare the Workgroup Context#

Edit the quality Workgroup. On Workgroup Elements, add the inspection Step with its Facility, then save. This Step/Facility assignment supplies the context for the Material list.

2. Build a Filtered Materials View#

1. Create a UI Page named Quality & Compliance with UI Type Page, Scope Workspace, and Layout Desktop (1920 x 1080).
2. In the Designer, drag a Filter widget onto the empty canvas and open its settings.

3. In the General tab, name the Filter Quality Material Filters.

   

4. In Setup, open the template dropdown beside Entity Type and select Material Grid Filter. This template configures the Filter and its data source connections. Confirm that Include Inner Widget is enabled; you will add the Grid widget manually.

   

5. In Filters, select the Name filter provided by the template, change its Operator to Contains, and set its label to Material Name. Select Save and Close.

   

6. Drag a Grid widget into the inner section of the Filter widget. Open its settings and name it Quality Materials.

   

7. In Columns, select and apply the Material template. Select Save and Close.

   

8. Open the Links diagram for the UI Page and confirm that GetWorkgroupMaterials is connected: Changed Filters feeds Filters, and Materials feeds the inner$Data input of the Filter widget. Keep the generated Workgroup and pagination links, and save the page.

   

The Filter narrows the Material data source results; the Grid displays those results and supplies the selection for the buttons you will add next.

3. Add Customized Buttons#

1. Drag two Button widgets onto the canvas beside the Materials view. In General, name them Quality Hold and Quality Release.

2. Configure their Setup settings as follows:

   Setting	Quality Hold	Quality Release
   Action Button	Material.Hold	Material.Release
   Action Type	System Action	System Action
   System Action	Material.Hold	Material.Release
   Text	Hold for Review	Release after Review
   Security Feature	Material.Hold	Material.Release
   Refresh page on success	true	true

3. In Style, set Font Size to Large so the button labels are easy to read. Optionally, define a customized background color.

   

4. Review the predefined Inputs supplied by each System Action. These determine the selection mode and input structure to use for the grid links in the next step.

   

5. Select Save and Close for each button.

   

The buttons open the standard Hold and Release operations with the selected Materials as context. The quality engineer will still choose the applicable hold reason and confirm the operation.

4. Connect the Grid Selection to Both Actions#

The Filter exposes the selected rows of the inner Grid through inner$Changed Selection. Connect this output to the materials input on each Button using its Links tab.

1. Open the settings of the inner Grid widget. In Setup, set Selection Mode to Multiple, then select Save and Close.

   

2. Open the settings of each Button, select Links, then select > Link. Configure the link as shown in the corresponding tab, using your outer Filter widget as Source.

   Quality Hold ButtonQuality Release Button

   

   

3. Select Save and Close for each Button, then save the UI Page.

4. Complete the Change Set approval process and ensure that Quality & Compliance UI Page is Effective.

You can also create these same connections in the Links diagram for the UI Page. Use either method; each button needs only one selection link.

5. Give the Quality Engineer Access#

Using your administrator account, configure the quality Role, User, and Hold Reason before signing in as the quality user.

1. Follow the Workspace assignment steps for the Quality Engineer Role. Assign both Quality & Compliance and Production Operations as its Workspaces.
2. Follow the User and Workgroup assignment steps for the User prepared for this scenario, assigning the Quality Engineer Role and the Quality Control Areas Workgroup.
3. In Business Data > Reason, create or edit Quality Review Reason. Set Type to Hold, set Security Role to Quality Engineer, and ensure the Reason is Active. For more details, see Create Reason.
4. Open the Quality Inspection Step and select Manage Reasons. Add Quality Review to Hold Reasons, then select Update. The Reason must be assigned to this Step for it to appear in the Hold operation.

6. Hold a Material and Release It after Review#

You are now the quality engineer reviewing the Light Butter Material at Quality Inspection. An unexpected inspection result needs investigation. Place the Material on hold, inspect the hold information, then release it after the simulated review and start processing on Baker-03.

1. After signing in, open the dropdown and select the Quality & Compliance Workspace under Quality Control Areas.

   

2. In the Material Name field, search for Light Butter. Select its row and choose Hold for Review.

   

3. Confirm the Material and select the Quality Review Reason. Enter a comment, such as Unexpected results from review, and select Hold.

   

4. Open the Light Butter Material. The header indicates that the Material is on hold. In Details > Holds/Off-Flows/Reworks, inspect the Quality Review entry, its comment, and its Release Role.

   

For the next part of the exercise, assume the investigation is complete and release has been authorized.

1. On the Material page, select Release. Select the Quality Review hold, and add a release comment. Select Release and confirm the success message and removal of the hold indicator.

   You can also perform this operation from the Release after Review button in the Workspace after selecting the Material.

   

2. From the More menu on the Material page, select Dispatch and Track-In. Select Baker-03 and complete the operation.

3. Confirm the Dispatch and Track-In success messages. In Details, verify System State is In Process and Resource is Baker-03. Return to Holds/Off-Flows/Reworks and confirm that no active holds remain.

Watch the recorded flow from Workspace selection through Hold, Release, and Dispatch and Track-In:

What You Learned#

You configured a Quality Control Workspace with a Material filter, an inner Grid, and selection links to Hold and Release buttons. As the quality user, you switched Workspaces, used Hold for Review for Light Butter, and inspected the hold details. You then released the hold from the Material page and dispatched and tracked the Material in on Baker-03, verifying its In Process state.

Next Scenario#

Continue to Manage Resource Maintenance from a Workspace to connect Resource selection to maintenance orders and their execution actions.