Dispatch to business process

The Dispatch to Business Process option on the PLM menu enables you to link the PLM items and/or documents, which are generated for a part file, to an PLM business process. This will link the PLM items and/or documents of the part file to a workflow, which will be distributed to the users associated to the workflow template.

In the preferences you can specify whether documents, items, or both must be linked to a business process. For this purpose, click Preferences on the PLM menu and on the General tab, click the relevant radio buttons of the Attach to Business Process group. For further information, see General tab.

Documents and/or items are linked to a new business process. When you click the Dispatch to Business Process option on the PLM menu, you are prompted to create a business process.

To dispatch documents and/or items to a business process:

  1. Save the part file on which you are working to PLM.
  2. Click Dispatch to Business Process on the PLM menu. The Create Business Process dialog box appears.
  3. Adjust the business process data and select a workflow template.
  4. Click Create. A dialog box appears asking you if you want to adjust the selected workflow template.
  5. Click Yes if you want to adjust the template, otherwise click No. The business process is initiated after you have adjusted and saved the template or after you click No.
Note: If an PLM document or item should be attached to the business process according to your preferences, but an item or a document was not created when you saved the part file to PLM, an error message appears.

For example, this can happen if you specified that items must be attached to the business process while your preferences specify that no PLM items must be created for the part files that you save to PLM. For further information, see Introducing PLM preferences.