Wincom Workflow

My current task

My current task directly from the object menu

Overview

Workflow is a very powerful part of Windchill that allows the system to be configured to support a wide range of business processes. It is however very complex to manage and requires expertise when creating workflows and the associated logic.

Features

This component adds a number of features to the standard workflow capabilities and also improves the user interface to make it easier for users to manage their workflow tasks.

  • My current tasks – access tasks related to an object
  • Standard Robots – to aid basic workflow design
  • Change Robots – to aid change process design
  • Notification Extension – email subject and body configuraiton
  • Task view can show subject number as a custom column
  • Available in 9.1 and 10.x

My current tasks

A simple but extremely useful idea; workflow actions are available from the standard menus but often a user is presented with a list of objects that they may need to complete various tasks on. The out-of-the-box is click heavy, so that users need to click multiple times to complete the actions on each object. This extension adds a new menu option that only appears if the user has at least one active task open for the object, and then offers them a wizard to quickly complete the action. It is a popup so the user may quickly access the task for a list of objects without ever leaving the main page.

My current workflow tasks

My current workflow tasks

Workflow Task Select

Workflow Task Select

Workflow Task

Workflow Task

Standard Robots

Set subscriber workflow

Set subscriber workflow

Some easy to use robots that can be easily called from existing workflows. Features include

  • Add role to subscribe
  • Copy comment to attribute

This is an extendable component, and new logic can be quickly and easily added.

Change Robots

Robots that provide commonly needed actions in the change processes

  • Change task synchronization
  • Copy attributes from Change Notice to Problem Reports
  • Is full change process
  • Problem Report Synchronization

Notification and User Interface

The standard task notification can be modified as follows and the task list user interface improved.   Subject Line The subject line modification allows the usage of a code which will be the representation of the primary business object. Fully supports localization.   Email Body The email body can been modified to add a new section at the top, which is a single line and includes the primary business object display name (as show in the task list). If there is no primary business object the line does not appear   Task view can show subject number as a custom column Available as a custom column on any workflow task view, configured by the administrator or the user with the custom view option on the table

Subject Number Column

Subject Number Column

Email extensions

Email extensions