Create Workflow

<aside> 📍 Main menu → Modeling → Workflows → All workflows

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  1. Click +.
  2. Set a name for your workflow.
  3. Click CREATE NEW WORKFLOW.

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Configure General Parameters

<aside> 📍 Specific Workflow → Workspace tab

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Name Name of the Workflow
Description General paragraph that describes the workflow.
Feature Image A general image that refers to the workflow.
For example the image of the machine for inspection, or a product outcome for the process.
Template Default - N/A
Product Enables to configure production outcome of the Workflow.
Multiple products can be added.
Please Note - product is now linked to Parts module
List Items Add specific documentation to workflow.
BOM Enables to add parts that are used during the process. See Link for more info

Product assignment guidelines

There are some rules, limitations and other guidelines regarding the use of Products features in a workflow.

  1. Product outcome can only be used when a workflow is assigned to a Work Order.
  2. Multiple products can be configured in a workflow, but only one will be assigned to a specific Work Order.
  3. The product’s P/N is taken for the Parts module, but the revision has to be entered manually.
  4. If a workflow is used for other purposes (such as: maintenance, RMA, planning, etc.), but still used in a Work Flow. It must be configured with a dummy part.

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Configure Admin Parameters