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 Properties for Integration 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.
  3. Click OK.
  4. In the Inventor application, save the file to PLM.
  5. Click Dispatch to Business Process on the PLM menu. The Business Process Details pane is displayed.
  6. Enter the business process data and select a workflow template.
  7. Click Save.