windchill工作流教学课程

WindchillRelease5.1®winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage2IntroductionThistutorialisdesignedtodemonstratethecreationofaworkflowprocessdefinition,theinitiationofaprocessinstancesandtheparticipationinaworkflowprocess.Specificworkflowtopicsarealsoaddressedinacollectionofabbreviatedtutorials.Followalongandperformtheexampleproceduresdemonstratedinthistutorialforahands-onintroductiontotheworkflowprocessfeaturesofWindchill.winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage3References
Administrator’sGuide
ApplicationDeveloper’sGuide
WorkflowonlinehelpIfyouhavequestionsthatarenotaddressedbythistutorialorthedocumentationlistedabove,contactPTCTechnicalSupport.SeethePTCCustomerServiceGuideforwaystocontactthesupportinyourarea.YoucanfindadditionalinformationaboutWindchillworkflowfunctionalityinthefollowingWindchilldocumentation:winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage4TableofContentsWorkflowDevelopmentPage6SampleReviewProcessSketch7Section1:BuildingaProcessTemplate9AccessingtheWorkflowProcessEditor9DefiningtheWorkflowTemplateProcessProperties12DefiningtheProcessActivities17DefiningtheProcessConnectors19DefiningProcessLinks22DefiningActivityProperties23MappingActivityResponseEventstoActivityLinks30SavingYourProcessTemplate40CheckinginYourProcessTemplate41ExecutingYourWorkflow42InitiatingYourTemplate43CheckingWorkflowProgress44CompletingTaskResponseForm46WorkingwithTasks47MonitoringWorkflowProgress58CompletingYourWorkflowInstance52ViewingYourCompletedInstance53winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage5TableofContents(Continued)PageSection2:BuildingaLifeCycleProcessTemplate55DefiningLifeCycles56DeterminingtheValueofaLifeCycle57UsingLifeCycles58UnderstandingLifeCycleComponents59UnderstandingLifeCycleAttributes60UnderstandingLifeCycleOperations61UnderstandingLifeCycleAffectsandEffects62UnderstandingLifeCycleDevelopment63UnderstandingLifeCycleCreationandUse64CreatingObjectsandAssigningLifeCycles65CreatingProjects66UnderstandingProjectBasedRoleResolution67UnderstandingLifeCycle/WorkflowIntegration68Section3:UnderstandingSpecialExamples72UsingVotingandVotingExpressions73UsingSynchronizationRobots79InteractingwithExternalApplications84winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage6WorkflowDevelopmentWorkflowdevelopmentinvolvesthefollowingactivities:❶❶❶❶DefiningandsavingaworkflowtemplateAworkflowtemplate(sometimesreferredtoasaprocesstemplateoraworkflowprocesstemplate)isareusabledefinitionfromwhichyoucancreaterunningprocessinstances.



EnablingaworkflowtemplateBeforeaworkflowtemplatecanbeexecuteandused,youmustenableit.InitiatingtheprocessYoustartaworkflowprocessbyopeningtheWorkflowAdministrator,selectingatemplateandclickingInitiate.ParticipatingintheprocessYouparticipateinaprocessbyopeningtheworkitemsinyourworklistandbyinteractingwiththetaskformsassociatedwiththeworkitems.MonitoringandmanagingtherunningprocessYoucanmonitorarunningprocesstoseethestatesofalloftheactivities,andyoucanmanagetheprocesstoskiporterminateanactivityorprocess.winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage7TutorialSampleReviewProcessSubmitProposalChiefDesignerReviewMfg.ManagerReviewReviseProposalProgramManagerReviewStartEndApproveReviseThisisthesampleprocessthatyouwilldefineduringthistutorial.Youmaywanttorefertoitfrequentlyduringtherestofthetutorial.winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage8BroadWorkflowProcessProcedures1.AccessingtheWorkflowProcessEditor2.DefiningtheWorkflowTemplateProcessProperties3.DefiningtheProcessActivities4.DefiningtheProcessConnectors5.DefiningProcessLinks6.DefiningActivityProperties7.MappingActivityResponseEventstoActivityLinks8.SavingYourProcessTemplate9.CheckinginYourProcessTemplate10.ExecutingYourWorkflow11.InitiatingYourTemplate12.CheckingWorkflowProgress13.CompletingTaskResponseForm14.WorkingwithTasks15.MonitoringWorkflowProgress16.CompletingyourWorkflowInstance17.ViewingYourCompletedProcessThesampleprocessyouwilldefineiscomposedofthefollowingprocedure:winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage9Section1—BuildingaWorkflowTemplateYoudesignworkflowprocesstemplatesontheWorkflowProcessEditor.Thenextfewpagesshowyouhowtoaccessit,startingfromtheWorkflowAdministrator.Step1OntheWindchillAdministratorpage,clickProcessAdministrator.AccessingtheWorkflowProcessEditorwinxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage10Step2OntheProcessAdministratorpage,clickWorkflowAdministrator.AccessingtheWorkflowProcessEditor(continued)Section1—BuildingaWorkflowTemplatewinxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage11Section1—BuildingaWorkflowTemplateStep3ClickCreatetoopentheWorkflowProcessEditortobegincreatingaprocesstemplate.AccessingtheWorkflowProcessEditor(continued)winxos11-01-28winxos11-01-28WindchillRelease5.1WorkflowTutorialPage12Section1—BuildingaWorkflowTemplateNowthatyouhaveaccessedtheWorkflowProcessEditor,yo