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kflowDesignerGuide

PLM00037K

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Lifecyc

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areInc

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areInc

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.AllRightsReserved.

.T

eamcenter

leManagement

.All

areInc

.

.oritssubsidiariesintheUnitedStatesandinothercountries

,registeredtrademarks

,orservicemarksbelongtotheirrespective

or 2W

kflowDesignerGuidePLM00037

K

Contents

Proprietaryandrestrictedrightsnotice

 

2

Beforeyoubegin

7

Whatisaworkflow?

9

WhatisW

orkflowDesigner?

11

W

orkflowprocesstemplate

13

W

orkflowtasktemplate

15

Editingactiveworkflowprocesses

17

W

orkflowerrors

19

T

orkflowDesigneruserinterface ipsforusingtheW

21

orkflowDesigner RefreshingW

 

21

Deletekeyremovesworkflowobjectsandbac

kspacekeyremovestext

21

Sa

vetimewhencreatingmultipletasksofthesametype

21

MoveandresizetheHandlerdialogbox

 

22

Syntaxdefinitions

25

W

orkflowDesignerinterface

27

W

orkflowDesignerview

27

W

orkflowDesignermenus

28

W

orkflowDesignerbuttons

32

W

orkflowDesignerpanes

34

eamcenterric

T

hc

lientperspectivesandviews

38

Creatingworkflowprocesstemplates

 

1-1

Structuringaworkflowprocess

1-

1

Exampleofbuildingaworkflowprocesstemplate

1-

3

Createworkflowprocesstemplates

1-

3

Deleteworkflowprocesstemplates

1-

4

Configuringbac

kgroundprocessingofprocessesandtasks

1-

5

Editingworkflowprocesstemplates

1-

9

Creatingbaselineworkflowprocesstemplates

1-

15

Createaquic

k-releaseworkflowprocesstemplate

1-

15

Creatingsubprocesses

1-

16

Coretemplates

1-

26

PLM00037

iewingworkflowprocesstemplates V

2-1

kflowDesignerGuide3 or KW

Contents

F

iltertemplatedispla

ybasedonusergroupandtargetobject

2-

1

iewingtemplatesinthetaskhierarc

V

hytreeorprocessflowpane

2-

2

iewasubtask

V

2-

2

iewaparenttask

V

2-

2

iewtheroottask

V

2-

3

iewingasubprocess

V

2-

3

iewtaskattributes

V

2-

3

SetDuration

2-

4

SetRecipientslist

2-

5

iewtaskhandlers V

Addingtaskstoworkflowprocesstemplates

5 2-

3-1

W

orkflowtaskactionsandstates

3-

1

T

asktemplates

3-

4

Addingtaskstoaprocesstemplate

3-

10

Draganddropatask

3-

36

Cutandpasteatask

3-

36

Deleteatask

Configuretasksforbac

kgroundprocessing

Linkingtasksinaworkflowprocesstemplate

3-

37 3-

38

4-1

Explicitandassumedlinks

 

4-

1

Linktasksmanually

4-

1

Deletelinks

4-

2

Creatingfailurepaths

4-

2

Developingworkflowprocesstemplateswithbac

kw

ardsbranc

hes

4-

3

Convertinglegacybac

kw

ardsbranc

hingtemplatestothenewbeha

vior

4-

4

Modifyingtaskbehavior

5-1

Attributesandhandlers

5-

1

Edittaskattributes

5-

2

Whataretaskhandlers?

5-

4

iewtaskhandlers V

 

5-

5

Createtaskhandlersbasedonexistinghandlers

5-

5

Createnewtaskhandlers

 

5-

6

Edittaskhandlers

5-

7

Deletetaskhandlers

5-

8

Addingsc

heduletasksandattac

hmentstoaworkflowprocess

8 5-

eamcentersites UsingworkflowtemplatesatmultipleT

6-1

orkflowDesigner ImportingandexportingworkflowtemplatesusingW Replicatingworkflowtemplates

6-

1

6-

2

orkflowhandlers W

A-1

Whatareworkflowhandlers?

A-

1

Updatingyourtasktemplatestousethenewhandlerandargumentnames

A-

1

Renamingyourcustomhandlersandarguments

 

A-

2

eamcenterhandlers RenamingofT

,arguments

,values

,andkeywords

A-

8

Handlerargumentvalues

A-

15

Debugginghandlerdata

A-

26

Actionhandlers

A-

27

or 4W

kflowDesignerGuidePLM00037

K

Contents

Rulehandlers

A-

259

Handlerexamples

A-

336

Glossary

B-1

 

Index

Index-

1

F

igures

 

SampleEPMworkflowprocessstructure

1-

2

ables T

LO

Vusage

A-

159

DA

A~LO

T

V=lov-name

A-

161

LO

VSYS_EPM_get_ecr_relation_data

A-

161

PLM00037

kflowDesignerGuide5 or KW

Bef

oreyoubegin

ouneedT PrerequisitesY

EnableW

orkflow

eamcenteradministratorprivilegestousethe

EnableW orkflow eamcenteradministratorprivilegestousethe Edit mode .

Editmode

.

orkflowDesignerdoesnotneedtobeenabledbeforeyouuse W

orkflowDesignerapplicationin W

Designer

it,butduringinstallation,thisfeaturemustbeselected.

 

orkflowDesigner vetroubleaccessingW Ifyouha

,seeyour

systemadministrator;itma

ybealicensingissue

.

Note
Note

oucanlogontoT

Y

eamcenteronlyonce

.Ifyoutrytolog

ontomorethanoneworkstationatatime

,youseean

errormessage

.

Configure

oucanacceptW

Y

orkflowDesigner’

sdefaultconfiguration

 

orkflow W

settings

,ormodifyitsbeha

viorusingworkflowpreferences

.

Designer

StartW

orkflow

Designer

.

ormoreinformationaboutworkflowpreferences F

PreferencesandEnvironmentV

ariablesReference

,seethe

Clic

k

orkflow W

ariablesReference ,seethe Clic k orkflow W Designer inthena vigationpane . PLM00037 kflowDesignerGuide

Designerinthena

vigationpane

.

PLM00037

kflowDesignerGuide7 or KW

hatisawor W

kflow?

Awor

kflowistheautomationofbusinessproceduresinwhic

hdocuments

,

businessprocedures

productdataprocesses

governedbyrulesorprocedures

information,ortasksarepassedfromoneparticipanttoanotherinaw

ythatis a

.T

eamcenterworkflowsallowyoutomanageyour

.Y

oucancreateanytypeofworkflowtoaccommodateyour

.

Example Apharmaceuticalcompanydecidestoimplementworkflowstoshorten
Example
Example

Apharmaceuticalcompanydecidestoimplementworkflowstoshorten

 

drugdevelopmenttime

,speedingmedicinestopeopleinneedand

 

strengtheningbusinessperformance

.

Afterresearc

hingworkflowsolutionsandinvestigatingtheirown

 

companyprocesses

,thecompanydeterminestheneedforimaging

softw

aretomanagethedrugtestcasereportforms

,dataquerysoftw

are

toreducecorrectiontimewhenerrorswerefoundinc

linicaldata,and

datamanagementsoftw

aretoenforcedataintegrity

.Lifecyc

ledata

managementsoftw

aresuc

hasT

eamcenterprovidesallthesesolutions

inasingleproduct.

 

AproductionworkflowiscreatedandruninT

eamcenter

.Theworkflow

isinitiatedagainsteac

hproductrevision(eac

hversionofeac

hdrug

testing).Theworkflowsendstherequiredformstotheappropriate

 

users

,verifiesproductrequirements

,routesapprovalsandnotifications

tostakeholders

,sendscostspreadsheetstothefinancialdepartment

 

atspecificintervals

,andrigorouslymanagesthecompany’

sc

hange

managementprocesses .  

managementprocesses

.

 

Thebenefitsofautomatingyourbusinessprocessesinc

lude:

.Theautomationofyourbusinessprocessescanresultin •Improvedefficiency

theeliminationofunnecessarysteps

.

•Betterprocesscontrol.Companybusinessprocessesaremoreeasilymanaged

vailabilityofaudittrails withstandardizedworkmethodsandthea

.

•Improvedcustomerservice

.Consistentbusinessprocessesincreases

predictabilityinlevelsofresponsetocustomers

.

meetc

•Flexibility

.Computer

-modeledprocessescanbequic

.

hangingbusinessneeds

klyandeasilyredesignedto

•Continualprocessimprovement.Theresultingfocusonbusinessprocessesleads

PLM00037

totheirstreamliningandsimplification.

kflowDesignerGuide9 or KW

hatisW W

kflowDesigner?

or

•Createtemplates

thefollowingactions:

orkflowDesigner odesignandmaintainworkflowprocessesinW T

eamcenterandW processesinMyT

workflowprocesstemplates

templatesthatincorporateyourcompany’

Asasystemadministrator

participantsduringthecompletionofaparticularworkflowprocess

processes

processestoaccomplishanobjective

orkflowstemsfromtheconceptthatallworkgoesthroughoneormoreworkflow W

.W

orkflowistheautomationofthesebusiness

,information,andtasksarepassedbetween

.

.Usingworkflow

,documents

,useW

orkflowDesignertodesignworkflowprocess

sbusinesspracticesandproceduresinto

,youcanperform

.Endusersusethetemplatestoinitiateworkflow

orkflowV

iewer

.

.

•V

iewtemplates

.

•Addtaskstotemplates

•Linktasks

.

.

vior •Modifytaskbeha

.

•Importandexportworkflowtemplates

.

PLM00037

kflowDesignerGuide1 or KW

1

or W

kflowprocesstemplate

theworkflowprocesstemplates

orkflowDesignerdispla Thegraphic-orientedW

oucannotmakeanymodificationsinthismode Y

Clic

Browse

workflowprocessortasktobeperformedatyoursite

tomodeltheworkflowprocess

Aworkflowprocessdescribestheindividualtasksandthetasksequencerequired

.W

orkflowprocesstemplatesdefineablueprintofa

.

mode

orkflowDesigner isthedefaultmodewhenyoufirstaccesstheW

.

k

Browse

toviewworkflowprocessdataandthedetailsoftheworkflowprocess

.

.

yallowsyoutoeasilybrowsethrough

.

T

askflow

T

askhierarc

hy

T

askattributes

T

askhandlers

PLM00037

kflowDesignerGuide13 or KW

or W kflowtasktemplate andresourcesusedtoaccomplishthattask. bloc A tasktemplate

or W

kflowtasktemplate

andresourcesusedtoaccomplishthattask.

bloc

Atasktemplateisablueprintofaworkflowtask.Ataskisafundamentalbuilding

,rules

kusedtoconstructaworkflowprocess

.Eac

htaskdefinesasetofactions

askDefinition T

,

PLM00037

Do

ask T

askDefinition T , PLM00037 Do ask T Acknowledge ask T Review ask T Route ask T

Acknowledge

ask

T

Review

ask T

T , PLM00037 Do ask T Acknowledge ask T Review ask T Route ask T ask

Route

ask T

ask T

Do ask T Acknowledge ask T Review ask T Route ask T ask T Condition ask
Do ask T Acknowledge ask T Review ask T Route ask T ask T Condition ask

Condition

ask T

ask T Review ask T Route ask T ask T Condition ask T alidate V ask

alidate V

ask T

ask T Route ask T ask T Condition ask T alidate V ask T Usesthe EPM-hold

UsestheEPM-holdhandler

complete

Unable

taskandtriggersthebranc

configured:

Hastwooptionsifatleastonefailurepathis

Complete

Complete

confirmsthecompletionofa

hingtoasuccesspath.

indicatesthetaskisunableto

.

hstopsthetask

to

,forvariousreasons

,whic

fromautomaticallycompletingwhenstarted.

Usesthe Acknowledged and Not Acknowledged

Usesthe

Acknowledged

and

Not

Acknowledged

subtasks

,eac

hofwhic

hhasitsowndialogbox.

 

Usesthe

select-signoff-team

and

perform-signoffs

subtasks

,eac

hofwhic

hhasitsowndialogbox.

appropriatepath.

theirdecisionsbeforecompletingandfollowingthe

Review

allowstheworkflowdesignerusertosetthe

W

ait

for

Undecided

tasktow

Reviewers

isanoptionthat

aitforallreviewerstosubmit

Usesthe

Review

,

Acknowledge

,and

Notify

subtasks

,eac

hofwhic

hhasitsowndialogbox.

anticipatederrors

Usethistasktodesignworkflowsaround

bywhetherspecifiedworkflowerrorsoccur

Activepathsflowingoutofthetaskaredetermined

Branc

BooleanvalueofeitherT

anEPM-check-conditionhandlerthatacceptsa

criteria.Requiresthatthesucceedingtaskcontains

Branc

theEPMT

complete

formsorothersite-specifictasksforusersto

customtasks

Useitasastartingpointforcreatingyourown

,suc

hastaskstocarryyourcustom

.Thistasktemplateissynonymouswith

asktemplate

.

hesaworkflowaccordingtodefinedquery

alse rueorF

.

hesaworkflowalongtwoormorepaths

.

.

.

kflowDesignerGuide15 or KW

W

orkflow

task

template

askDefinition T

Add

Status

ask T

Or

ask T

task template askDefinition T Add Status ask T Or ask T predecessorsan orpromoted.Thereisnolimittothenumberof
task template askDefinition T Add Status ask T Or ask T predecessorsan orpromoted.Thereisnolimittothenumberof

predecessorsan

orpromoted.Thereisnolimittothenumberof

ofitsmultipletaskpredecessorsiscompleted

Continuestheworkflowprocesswhenanyone

associatedwiththistypeoftask.

milestoneinaworkflowprocess

objectsoftheworkflowprocess

Createsandaddsareleasestatustothetarget

.Itisavisual

.Nodialogboxis

Or

taskma

yha

ve

.

Impact

Analysis

askProvidesanimpactanalysisforausertocomplete T

Prepare

ECO

Reference

fortheassociatedECrevision.Thetaskprovides

,

Impact

Analysis

Form

,

V

iewer

,and

Note ask T
Note
ask
T

Info

tabs

.

oucannolongercreatenewinstancesof Y

askProvidesECrequestsorECordersforauserto T

onaworkflowprocess

useinECprocessesonly

The

instances

cancontinuetouseexistingorimported

the

Impact

Impact

.

Analysis

T

Analysis

ask

ask

T

.

template

,butyou

templateisfor

.Itcannotbeused

tabs

complete

Info

.

.Thetaskprovides

ECO

Sample

and

ask

T

Checklist

Note
Note

aworkflowprocess

inECprocessesonly

The

instances

cancontinuetouseexistingorimported

the

oucannolongercreatenewinstancesof Y

Prepare

.

Prepare

ECO

T

ECO

ask

ask

T

template

,butyou

templateisforuse

.Itcannotbeusedon

.

T

logicalfields

hec c

askProvidesac

hec

klistforausertocomplete

.The

klistformisaformtypewithanumberof

.Y

oucancreateacustomformtype

Check

representtheformasac

withasite-specificfieldlistusingJ

vacodeto a

hec

klist.Thetaskprovides

.

List

and

ask

T

Info

tabs

Note
Note

cancontinuetouseexistingorimported

ofthe

oucannolongercreatenewinstances Y

Checklist

ask

T

template

,butyou

workflowprocess

ECprocessesonly:itcannotbeusedona

The

instances

templateisforusein

.

Checklist

T

.

ask

kflowDesignerGuidePLM00037 or 16W

K

Editingactivewor

kflowprocesses

eamcenter: TherearetwomethodsformodifyingactiveworkflowsinT

PLM00037

•UsingW

orkflowV

iewer

,youcanmodifyasingleactiveworkflowbyselecting

orattac

anobjectassociatedwiththeworkflow(typicallyoneoftheworkflowtargets

commandtoviewtheactiveworkflowin

hments),usingthe

Send

T

o

W

orkflowV

iewer

,andtheneditingtheworkflowprocessin

Design

mode

.

ormoreinformationaboutthisprocedure F

,seetheW

or

kflowV

iewerGuide

.

orkflowDesigner •UsingW

,youcanmodifyallactiveworkflowprocessesbasedon

viorisnotenabled.Y Bydefault,thisbeha

editingoptionstouse

ormoreinformationabouthowupdatesareprocessed,seeDeterminingwhic F

eamcenterinterfaceuntiltheupdatesarecomplete notcontinuetousetheT

takeconsiderabletime

thec

thisupdatetotakeplaceinthebac

applyyourc

the

youtotaketheprocesstemplateoffline;doso)Aftermakingyouredits

andc

aparticularworkflowtemplatebyselectingtheworkflowtemplatetobeedited

hangingto

Set

Stage

to

Edit

modetomakeyouredits

c

hec

kboxdispla

.(Changingto

Edit

modeprompts

,selecting

antto

ant

vailable

A

ysadialogboxaskingifyouw

,andifso

hangestoallactiveworkflowprocesses

,whetheryouw

kground.Runupdatesinthebac

kgroundif

hangesaffectalargenumberofactiveworkflowprocessesandtherefore

.Ifyoudonotruntheupdatesinthebac

kground,youcan

.

h

.

oumustconfigure

orA

EPM_enable_apply_template_changespreferencetoeitherOPTIONAL

theabilitytomodifyallactiveworkflowprocessesbysettingthe

UT

OMA

TIC

.

ariablesReference EnvironmentV

ormoreinformationaboutsettingthispreference F

.

,seethePreferencesand

kflowDesignerGuide17 or KW

W

kflowerror

or

s

,aworkflowerrorisgenerated.If Ifallthehandlersdonotcompletesuccessfully

theCompleteactionsuccessfullycomplete

Started

arerunintheorderlisted.Ifallthehandlerscomplete

WhenaStartactionistriggeredonatask,allthehandlersplacedonthataction

,thestatetransitionsto

,thenthehandlersontheCompleteactionarerun.Whenthehandlerson

,thestatetransitionstoCompleted

.

necessary

,anerrormessageappears

.F

orexample:

•Ifthereisanerrorduringworkflowprocessinitiation,anerrormessagema

y

downstreamerrorw

asgeneratedbyoneoftheroottask’

statethattheactionofinitiatingtheworkflowprocessw

ssubtasks

assuccessfulbutthata

.

•Iftherearetwotasksinaworkflowprocesstemplateandahandleronthe

messageinsteadofan

,theworkflowdispla successfully

Start

arning

actionofthesecondtaskgeneratesanerrorafterthefirsttaskcompletes

ysa

W

dialogboxwiththefollowingerror

Error

dialogbox.

errorstack.

Theactionwassuccessful.Additionalinformationhasbeenincludedonthe

ormoreinformationaboutindividualworkflowerrors F

,seeF

inderrorcodes

.

Note
Note

withouttheroottask,theworkflowprocessitselfcannotbeperformed.

,and deleted.Aworkflowprocesswithnostartedtaskshasnovisibility

Ifanerroroccursontheroottask,theworkflowprocessisautomatically

created,andthenewworkflowprocessdoesnotexistinthedatabase

Ifanerroroccursatworkflowprocesscreation,theworkflowprocessisnot

.

PLM00037

kflowDesignerGuide19 or KW

T

ipsf

orusingtheW

kflowDesigner

or

userinterface

Refreshing

W

orkflow

Designer

oucanrefreshthedispla Y

•Movingupordownalevel.

yby:

•Goingtothetoplevel.

•Choosing

V

iew→Refresh

All

.

•Settingthetemplatetothe

vailable

A

stage

.

Delete

key

removes

workflow

objects

and

backspace

key

removes

text

key removes workflow objects and backspace key removes text

oftheDeletekeyonyourkeyboardasaninstructiontodeleteaworkflowobject.

Whileworkingin

EditmodeinW

orkflowDesigner

,thesysteminterpretstheuse

Caution DonotusetheDeletekeytodeletec haractersintextboxeswithina
Caution
Caution

DonotusetheDeletekeytodeletec

haractersintextboxeswithina

workflowtemplate .

workflowtemplate

.

 

T

oc

hangeexistingtextina

Description

or

Instructions

box:

•UsetheBac

kspacekeytoremoveunw

antedtext;typenewc

haractersinto

 

T

oc

thebox

hangetextinthe

Argument

and

alue(s)

V

boxesinthe

Handlers

dialogbox:

•Double-c

lic

kintheboxcontainingthetextyouw

anttomodifyordelete

.Usethe

Bac

kspacekeytoremoveunw

antedtext;typenewc

haractersintothebox.

Note  
Note
Note
Note
 

Handlervaluesarecasesensitiveandmustbeaccuratetotheletter

.

 

Save

PLM00037

time

when

creating

multiple

tasks

of

the

same

type

,youcandothefollowing: valuesindividually

Insteadofaddingthetasks

setofhandlersandarguments

ofthesametypesoftasks

Whencreatingaworkflowprocesstemplate

,sometimestheprocesscallsforseveral

Do

tasks

vethesameorsimilar ,thatha

,andtypingtheargumentsand

,suc

hasseveral

.

,selectingthehandlers

1.Addthefirsttasktotheprocesstemplate

.

kflowDesignerGuide21 or KW

T

ips

for

using

the

W

orkflow

Designer

user

interface

2.Selectthehandlersyouw

eac

hone

.

anttoaddandtypetheargumentsandvaluesfor

3.Copythetaskandpasteitbac

kintheprocesstemplate

.

4.Editthehandlerargumentsandvaluesinthenewcopyofthetask.

Move

Move and

and

reducesthepossibilityoftyposwhencreatingyourprocesstemplate

Thissa

vesyouthetimeandeffortofretypingargumentsandvaluesaswellas

.

resize

the

Handler

dialog

box

Undoc

theT

kingthe

Handler

.

dialogboxallowsyouresizeitandmoveitanywherein

eamcenterwindow

1.Clic

kthe

eamcenterwindow 1.Clic kthe Handler buttontoopenthe Handler dialogbox. 2.Double-c lic

Handlerbuttontoopenthe

Handler

dialogbox.

2.Double-c

lic

kanywhereinthedialogboxtoundoc

kit.

BehaviorExample

Docked

2.Double-c lic kanywhereinthedialogboxtoundoc kit. BehaviorExample Docked kflowDesignerGuide PLM00037 or 22 W K

kflowDesignerGuidePLM00037 or 22W

K

T

i

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sf

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a

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e

Undocked BehaviorExample
Undocked
BehaviorExample

PLM00037

hierarc

handlersandanothertask’

vethe Whenyoulea

Handler

dialogboxdoc

ked,youcanmovebetweenonetask’

shandlersbyselectingadifferenttaskinthetask

hytree

.F

orexample:

1.Clic

kthe

hytree .F orexample: 1.Clic kthe Handler buttontoopenthe Handler dialogbox. (Donotundoc

Handlerbuttontoopenthe

Handler

dialogbox.

(Donotundoc

kthedialogbox.)

s

2.Selectthe

Change

Admin

II

(CM)

taskinthetaskhierarc

Change

hytree

.

Modifyhandlerargumentsandvaluesasneeded.

task.

Thedialogboxispopulatedwithallthehandlersonthe

Admin

II

(CM)

3.Selectthe

Check

Change

T

ype

taskinthetaskhierarc

hytree

.

Modifyhandlerargumentsandvaluesasneeded.

task.

Thedialogboxispopulatedwithallthehandlersonthe

Check

Change

T

ype

kflowDesignerGuide23 or KW

T

ips

for

using

the

W

orkflow

Designer

user

interface

askhierarchytreeHandlerdialogbox T  

askhierarchytreeHandlerdialogbox

T

 
askhierarchytreeHandlerdialogbox T  
askhierarchytreeHandlerdialogbox T  
askhierarchytreeHandlerdialogbox T  
askhierarchytreeHandlerdialogbox T  
askhierarchytreeHandlerdialogbox T  

kflowDesignerGuidePLM00037 or 24W

K

Syntaxdefinitions

k-file-name k-file-namebookmar bookmar

functions

eamcentercommands ThismanualusesasetofconventionstodefinethesyntaxofT

,andproperties

.F

ollowingisasamplesyntaxformat:

]

harvester_jt.pl[

[

directory-namedirectory-name

]

Theconventionsare:

,

  Bold Boldtextrepresentswordsandsymbolsyoumusttypeexactlyas shown. Intheprecedingexample ,youtype harvester_jt.pl
 

BoldBoldtextrepresentswordsandsymbolsyoumusttypeexactlyas

shown.

Intheprecedingexample

,youtypeharvester_jt.plexactlyas

 

shown.

ItalicItalictextrepresentsvaluesthatyousupply

.

Intheprecedingexample

,yousupplyvaluesforbookmar

k-file-name

anddirectory-name

.

text-text

Ahyphenseparatestwowordsthatdescribeasinglevalue

.

Intheprecedingexample

,bookmar

k-file-nameisasinglevalue

.

|Averticalbarrepresentsac

hoicebetweenmutuallyexc

lusive

elements

.

[]Brac

ketsrepresentoptionalelements

.

Anellipsisindicatesthatyoucanrepeattheprecedingelement.  

Anellipsisindicatesthatyoucanrepeattheprecedingelement.

 

ollowingareexamplesofcorrectsyntaxfortheharvester_jt.pl:command: F

harvester_jt.plAssemblyBookmarks

harvester_jt.plassembly123.bkmassembly124.bkmassembly125.bkm

harvester_jt.plassembly123.bkm

harvester_jt.pl

PLM00037

kflowDesignerGuide25 or KW

or W

kflowDesignerinterface

W

orkflow

Designer

view

orkflowDesignerusesthestandardT W

eamcenterric

hc

lientinterface

.

W eamcenterric hc lientinterface . PLM00037 1 Process emplate T boxListseitherall process

PLM00037

1Process

emplate

T

boxListseitherallprocesstemplatesoralltask

Process

templates

,dependingonwhetheryouc

lic

or

ask

T

buttonforthe

emplate

T

T

kthe

ype

.

kflowDesignerGuide27 or KW

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orkflow

Designer

interface

2T

askhierarc

hytreeDispla

yshierarc

hicalrelationshipofalltasks

taskexecutionorder

askorderwithinthistreedoesnotindicate T

taskdispla

template

allsubtaskscontainedwithintheselectedtask

intheselectedworkflowprocesstemplateorof

.F

orexample

,selectingacontainer

.

ysallitssubtasks

.

3ProcessflowpaneDispla

ysagraphicalrepresentationofalltasks

allsubtaskswithinaselectedtasktemplate

intheselectedworkflowprocesstemplateorof

.

selectedworkflowprocesstemplateortask emplatemanagerpaneContainselementsrelatedtomanagingthe 4T

thetemplatestageissettoA

displa

template

Whenyouselectthisworkflowprocess

onlytouserswithadministrativeprivileges

UnderConstruction

Inthisexample

template

thestatusandconfigurationoftheselected

template

.Theelementsdispla

.

yeddependon

,thetemplatestageissetto

;thetemplateisvisible

.

Set

Stage

to

vailable

A

c

hec

kbox

hec

kboxdoesnotdispla

ywhen

vailable

.

,the

ys

.Thisc

W

W

orkflow

Designer

menus

 

File

menu

File

menucommandsallowyoutocreateworkflowprocesstemplatesandexit

W

orkflowDesignerandtheric

hc

lientuserinterface

.

W orkflowDesignerandtheric hc lientuserinterface .   CommandDescription   New Root emplate
 

CommandDescription

 

New

Root

emplateAllowsyoutocreateanewworkflowprocessandtask

T

templates .

templates

.

vailableinthe Thefollowingtableliststheelementsa New Root emplate T dialogbox.

vailableinthe Thefollowingtableliststheelementsa

New

Root

emplate

T

dialogbox.

ElementDescription

New

Root

emplate

T

NameTypeanameforthenewtemplate

.Thedefault

unique

numbera

nameis

New

.

vailabletomakethetemplatename

,where

Process

#

#

isthenext

kflowDesignerGuidePLM00037 or 28W

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ElementDescription

PLM00037

Based

On

emplate T

Root

emplateChooseatemplatefromthelist.Thedefault T

templatelistedinthelist.

oronanyotherexistingworkflowprocess

oucanbaseanewtemplateonacoretemplate Y

Coretemplatesaredeliveredwithric

blanktemplateonwhic

c

hoiceis

Empty

emplate

T

,whic

hprovidesa

hc

htobuild.

lient.

ypeChoosethetypeoftemplatetocreate: T

Process

template

taskstocompletetheworkflowprocess

theF

beginningwiththeStartaction,endingwith

Encompassesanentireworkflowprocess

inishaction,andcontainingallrequired

,

.

T

askhierarc

T

ask

template

Containsonlyasingletask.

hytreeListsthetasksinc

ludedintheselectedtemplate

.

Whencreatingatemplate

taskflowthatthelatterprovides

thegreatflexibilityforgraphicallyarranging

replicatedintheprocessflowpanebecauseof

Thetaskhierarc

asksarelistedintheordertheywerecreated. T

hyorderwillnotnecessarilybe

.

,youcanview

,butyou

cannotmodify

,thetaskhierarc

.

hy

NameListsthenameoftheselectedtemplate

.

Whencreatingatemplate

,youcanview

,but

.

youcannotmodify

template

,the

Name

boxoftheselected

DescriptionListsdescriptivenotesaddedbyusers

.

ask

T

ask

T

Whencreatingatemplate

,youcanview

,butyou

cannotmodify

,the

Description

box.

Attributes

buttonClic

ktoviewthetaskattributesfortheselected

Whencreatingatemplate

template

.

,youcanview

,butyou

cannotmodify

,thetaskattributes

.

Handlers

buttonClic

ktoviewthetaskhandlersfortheselected

Whencreatingatemplate

template

.

.

,youcanview

,butyou

cannotmodify

,thetaskhandlers

kflowDesignerGuide29 or KW

W

orkflow

Designer

interface

ElementDescription

ask

T

Signoff

buttonClic

ktoviewthetasksignoffteammember

profiles

,thetasksignoffteammember cannotmodify

Whencreatingatemplate

profilesfortheselectedtemplate

.

,youcanview

,butyou

.

ProcessflowpaneShowsthetaskflowoftheselectedtemplate

.

,thetasks cannotmodify

Whencreatingatemplate

.

,youcanview

,butyou

OK

buttonClic

ktofinishcreatingthenewtemplateand

losethedialogbox. c

Apply

buttonClic

ktofinishcreatingthenewtemplate

.The

additionaltemplates

dialogboxremainsopen,allowingyoutocreate

.

Cancel

buttonClic

ktocanceltheoperation.

Edit

menu

Edit

menucommandsallowyoutobuildandeditworkflowprocesstemplates

CommandDescription

.

vailableinT emplateListsthetasktemplatesa T

eamcenter

.

ask T

emplate Liststhetasktemplatesa T eamcenter . ask T Do ask T Review ask T Add Status ask

Do

ask T

emplate Liststhetasktemplatesa T eamcenter . ask T Do ask T Review ask T Add Status ask

Review

ask T

T eamcenter . ask T Do ask T Review ask T Add Status ask T orkflowDesignerdefaulttemplatesetting

Add

Status

ask T

T eamcenter . ask T Do ask T Review ask T Add Status ask T orkflowDesignerdefaulttemplatesetting

orkflowDesignerdefaulttemplatesetting W

.TheT

ask

templateissynonymouswiththeEPMT

asktemplate

.

automaticallycompletingwhenstarted.

,whic UsestheEPM-holdhandler

thetaskisunabletocomplete

branc

Complete

Hastwooptionsifatleastonefailurepathisconfigured:

confirmsthecompletionofataskandtriggersthe

Unable

to

Complete

indicates

,forvariousreasons

.

hstopsthetaskfrom

hingtoasuccesspath.

Usesthe

select-signoff-team

and

perform-signoffs

subtasks

,eac

hofwhic

hhastheirowndialogbox.

theworkflowprocess

Createsandaddsareleasestatustothetargetobjectsof

path.

decisionsbeforecompletingandfollowingtheappropriate

Review

W

ait

for

Undecided

tasktow

Reviewers

isanoptiontosetthe

aitforallreviewerstosubmittheir

.Itisavisualmilestoneinaworkflow

process

.Thereisnodialogboxassociatedwiththistype

oftask.

kflowDesignerGuidePLM00037 or 30W

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CommandDescription

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c

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Or

ask T

W o fl k r o wD e s i g n e ri n t

limittothenumberofpredecessorsanOrtaskma

taskpredecessorsiscompletedorpromoted.Thereisno

continuestheworkflowprocesswhenanyoneofitsmultiple

Insertsan

Or

taskintotheworkflowprocess

.Thistask

yha

ve

.

Acknowledge

Or taskintotheworkflowprocess .Thistask yha ve . Acknowledge Condition ask T Route ask T alidate V ask

Condition

ask T

Route

ask T

.Thistask yha ve . Acknowledge Condition ask T Route ask T alidate V ask T ask

alidate V

ask T

ve . Acknowledge Condition ask T Route ask T alidate V ask T ask Insertsan T

askInsertsan

T

Condition ask T Route ask T alidate V ask T ask Insertsan T Acknowledge taskintotheworkflowprocess and

Acknowledge

taskintotheworkflowprocess

and

Not

.

anerroroccurs

alternatepathwhic

giveyoutheabilitytorespondtoerrorsbyprovidingan

Insertsa

ofwhic

usesthe

Insertsa

valueofeitherT

EPM-check-conditionhandlerthatacceptsaBoolean

Thistaskrequiresthatthesucceedingtaskcontainsan

Insertsa

subtasks

Thistaskusesthe

Acknowledged

Acknowledged

,eac

hofwhic

hhasitsowndialogbox.

Condition

taskintotheworkflowprocess

.

,and

Notify

.

alse rueorF

Review

Route

Acknowledge ,

taskintotheworkflowprocess

.Thistask

,eac

h

subtasks

hhasitsowndialogbox.

alidate V

.

taskintotheworkflowprocess

htheworkflowprocesstra

.Thistask

verseswhen

emplate

T

FilterLimitsthelistofworkflowprocesstemplatestotheuser’

s

repeatedfortheseaswell.

therearesubgroupsorsubtypes

groupandtargettype

filterallowsyoutoassociatetemplateswithadesignated

objects

groupandobjecttype

.Y

oucannotapplythistomultiple

.Thetemplate

,soif

,onlyworksononeobjectatatime

.Thisassociationisnotdeep

,theassociationmustbe

ModeListsthetwoworkingmodes:

Edit

and

Browse

.

Browse

Edit

Mode Liststhetwoworkingmodes: Edit and Browse . Browse Edit amemberofthesystemadministrationgroup orkflowDesignerin
Mode Liststhetwoworkingmodes: Edit and Browse . Browse Edit amemberofthesystemadministrationgroup orkflowDesignerin

amemberofthesystemadministrationgroup

orkflowDesignerin ousetheW T

Allowsyoutocreateandeditworkflowprocesstemplates

Browsemodeisthedefaultmode

modificationsinthismode

thedetailsoftheworkflowprocess

Allowsyoutoviewtheworkflowprocessdataandinspect

oucannotmakeany

.

.Y

.

Edit

.

mode

,youneedtobe

.

Note
Note

administratorprivileges

Accessma

ve yberestrictedevenifyouha

.

V

iew

menu

V

iew

menucommandsallowyoutoviewworkflowprocesstemplateproperties

CommandDescription

.

PLM00037

ask

T

PropertiesOpensthe

ask

T

Properties

dialogboxallowingyoutoview

the

ask

T

Attributes

and

ask

T

Handlers

dialogbox.The

ask

T

Signoff

vailableiftheselectedtask dialogboxisalsoa

isa

select-signoff-team

task.

kflowDesignerGuide31 or KW

W

orkflow

Designer

interface

  W orkflow
  W orkflow
  W orkflow
  W orkflow
 

W

orkflow

  W orkflow
  W orkflow
  W orkflow
  W orkflow
  W orkflow

ools

T

menu

ools

T

menucommandallowsyoutoimport,export,andpurgeworkflowtemplates

CommandDescription

.

ExportExportsaworkflowtemplatetoafile

.

kflowtemplates ormoreinformation,seeExportwor F

ImportImportsaworkflowtemplatefromafile

.

kflowtemplates ormoreinformation,seeImportwor F

Purge

emplatesDeletesoldworkflowtemplates

T

.

.

.

Go

Go

menu

menucommandsallowyoutomaneuverthroughaworkflowprocesstemplate

CommandDescription

.

Up

LevelOpenstheparenttaskofthecurrentlyselectedtaskfrom a

Down

a

LevelOpensacontainertask(

hytree.

thetaskhierarc

Review

task,

Acknowledge

task,

theselectedtaskisnotacontainertask,notaskisopened.

Route

task)currentlyselectedinthetaskhierarc

hytree

.If

T

op

LevelOpenstheroottaskoftheworkflowprocess

.

Designer

buttons

ButtonDescription

ask T

Properties

Mode

. Designer buttons ButtonDescription ask T Properties Mode Browse Edit Mode ask T Attributes vailabletoallusers isa
. Designer buttons ButtonDescription ask T Properties Mode Browse Edit Mode ask T Attributes vailabletoallusers isa

Browse

Edit

Mode

ask T

Attributes

vailabletoallusers isa

Displa

theselectedtask.

Displa

ysthename

,description,attributes

,andhandlersof

.Browsemode

ystheworkflowprocesstemplates

,andprovidesread-onlyaccessof

memberofthesystemadministrationgroup

Edit

Editstheworkflowprocesstemplates

workflowprocesstemplates

orkflowDesignerin ousetheW T

.

.

mode

,youmustbea

.

Note Note
Note
Note

administratorprivileges

Accessma

ve yberestrictedevenifyouha

.

accountandshouldnotbeusedforproductionwork.

Theinfodbauserisanadministrativesuperuser

ormoreinformation,seeT F

quorumrequirementsfortheselectedtask.

Displa

ysandopensforeditthenamedACL,tasktype

askattributes

,and

kflowDesignerGuidePLM00037 or 32W

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ButtonDescription W o fl k r o wD e s i g n e ri

ButtonDescription

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PLM00037

ask

T

Handlers

ask T Handlers

ask

T

Signoffs

ask T Signoffs

ask T

c e PLM00037 ask T Handlers ask T Signoffs ask T Do ask T Review ask

Do

ask T

ask T Handlers ask T Signoffs ask T Do ask T Review ask T Add Status

Review

ask T

Handlers ask T Signoffs ask T Do ask T Review ask T Add Status ask T

Add

Status

ask T

Or

ask T

ask T Do ask T Review ask T Add Status ask T Or ask T Displa
ask T Do ask T Review ask T Add Status ask T Or ask T Displa

Displa

ysandopensforedittaskhandlersfortheselected

task.

ThistaskusestheEPM-holdhandler

thetaskisunabletocomplete

branc

Complete

hastwooptions

Insertsa

templateforyoutocustomize

Insertsanemptytaskwithnohandlersintotheworkflow

ormoreinformation,seeT F

numberofreviewerrequirementsfortheselectedtask.

Displa

ormoreinformation,seeT F

askhandlers

,role

ysandopensforeditthegroup

,quorum,and

asksignoffs

.

Do

taskintotheworkflowtemplate

.Thistask

,ifatleastonefailurepathisconfigured:

confirmsthecompletionofataskandtriggersthe

Unable

to

Complete

indicates

,forvariousreasons

.

hstopsthetask

.This

hingtoasuccesspath.

Insertsa

fromautomaticallycompletingoncestarted.

,whic

Review

taskintotheworkflowtemplate

limittothenumberofpredecessorsanOrtaskma

taskpredecessorsiscompletedorpromoted.Thereisno

continuestheworkflowprocesswhenanyoneofitsmultiple

Insertsan

thistypeoftask.

aworkflowprocess

objectsoftheworkflowprocess

Thistaskcreatesandaddsareleasestatustothetarget

Insertsan

followingtheappropriatepath.

reviewerstosubmittheirdecisionsbeforecompletingand

workflowdesignerusertosetthe

W

subtasks

taskusesthe

,eac

for

.Itisavisualmilestonein

select-signoff-team

hofwhic

and

perform-signoffs

hhasitsowndialogbox.

Reviewers

ait

Undecided

isanoptionthatallowsthe

Review

tasktow

aitforall

Add

Status

taskintotheworkflowtemplate

.

.Thereisnodialogboxassociatedwith

.Thistask

yha

ve

.

Or

taskintotheworkflowprocess

Acknowledge

.Thistask yha ve . Or taskintotheworkflowprocess Acknowledge Condition ask T ask Insertsan T Acknowledge ,eac

Condition

ask T

askInsertsan

T

Acknowledge Condition ask T ask Insertsan T Acknowledge ,eac taskintotheworkflowtemplate . and Not

Acknowledge

,eac

taskintotheworkf