Dispatching documents and/or items to a business process

To dispatch documents and/or items to a business process, complete the following steps:

  1. Select PLM > Preferences..... The Integration Preference screen is displayed.
  2. In the Attached to Business Process field located under the Attached to Workflow category, select the PLM objects that can be dispatched to the business process. For further information, see Dispatch items to a business process.
  3. Click OK.
  4. In the SolidWorks application, save the file to PLM.
  5. Click Dispatch to Business Process on the PLM menu. The Business Process Details screen is displayed.Dispatch to Business Process
  6. Specify the business process data and select a workflow template.
  7. Click Save. The business process launches after you save the template.