Dispatch to Business Process
In the preferences you can specify whether documents, items, or both must be linked to a business process. For this purpose, click Attach to Work Flow group, select the relevant option under the Attached to Business Process preference.
on the PLM menu and on theDocuments and/or items are linked to a new business process. When you click the
option on the PLM menu, you are prompted to create a business process.To dispatch documents and/or items to a business process:
- Save the file on which you are working to PLM.
- Click on the PLM menu. The Create Business Process dialog box appears.
- Adjust the business process data and select a workflow template.
- Click . A dialog box appears asking you if you want to adjust the selected workflow template.
- Click if you want to adjust the template, otherwise click . The business process is initiated after you have adjusted and saved the template or after you click .
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 files that you save to PLM.
If the check box Attach all related objects is selected, then during this operation, the PLM objects (items, documents) of all the components in CAD structure of a AutoCAD file will be attached to the business process.