[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-170968-105":53,"doc-detail-170968-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","tips-and-techniques-for-windchill-workflow","Tips and Techniques for Windchill Workflow","","Collection of practical tips for designing and operating Windchill workflows that manage business objects through lifecycle maturation. Covers when workflows apply to object revisions or ad hoc routing, how workflow tasks and user/system automation relate to lifecycle states, and how lifecycle-managed objects support reporting, search criteria, and access control. Also explains workflow template placement strategy across Windchill site, organization, and container levels, plus guidance on defining activities, roles, descriptions, access rights, variables, serialization compatibility, and parallel routing patterns.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/tips-and-techniques-for-windchill-workflow/170968/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/tips-and-techniques-for-windchill-workflow/170968.png","ImageObject",442,249,{"name":88,"@type":89},"Chloe Bennett","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/octet-stream","2026-10-19","2026-09-01",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How do workflow process instances relate to object revisions in Windchill?","Question",{"text":109,"@type":110},"Processes typically execute once per object revision and different revisions run different process instances. In most cases, workflows mature a routed conceptual data packet through state changes.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What role does lifecycle state play in Windchill workflows?",{"text":114,"@type":110},"Lifecycle state provides an at-a-glance, simplified indicator of where an object is in a process and can be governed by the workflow. It also supports maturity reporting, search filtering, and maturity-based access control.",{"name":116,"@type":107,"acceptedAnswer":117},"What are key considerations when defining workflow activities?",{"text":118,"@type":110},"Identify the responsible role, write an activity description for process review or work lists, and provide task instructions including timing and outcomes. Ensure users have correct read/modify permissions and consider instance-specific ad hoc access only for advanced cases.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},170968,1791243809,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},962084925782,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Tips and Techniques for Windchill Workflow\nThe following tips and techniques are intended as a collection of useful observations about workflow. It is particularly focused on a business object maturing through its lifecycle automated by a workflow.\nGeneral Guidelines:\n1. Workflow Applicability\nWorkflows are typically applied in concert with lifecycles on a business object instance basis (i.e. document, part, change request, etc…).  Keep in mind when designing workflows that processes (instances of workflow) apply to revisions. This means that:\nA process instance will execute once for all iterations of a given object revision\nDifferent revisions will go through different process instances\nWorkflows can also be instantiated independent of a business object, but this is an atypical case. Typically the motivation for having a workflow is that there is a conceptual data packet that is routed through a process and matures through some sense of state.\nWithin Windchill PDMLink, workflows are typically initiated upon object creation.  Within Windchill ProjectLink, workflows are initiated for an object ad hoc through the use of routing functionality, and also in a coordinated fashion to automate a project plan.\nIn addition, in Windchill PDMLink, promote functionality launches Windchill ProjectLink route-like functionality, for multi-object state transition management.\nWorkflows vs. Lifecycles\nWorkflows automate a company’s procedures by defining a set of user-based and system automated tasks, task linkages and routing rules, and an automated delivery user experience. The simplest visibility to process state is actually through the use of lifecycle state. Lifecycle state is directly visible on a business object and can be governed by the workflow process. Lifecycle give the following capabilities:\nMeasure and display information maturity level\nCriteria for search\nMethod of control access to data by state\nCan be associated to workflows\nA process monitor is available for graphical and detailed process metric information.  This is very powerful and rich information. Typically, however, lifecycle state conveys a simplified adequate sense of where an object is in a process.\nLifecycle Managed Objects\nLifecycle managed objects are associated with a lifecycle template and one or more workflow templates on a per state basis. Lifecycle state is important for reporting maturity of data, controlling access to that data by maturity, and providing a state based filter for that data. Where state based behavior is not required, it is recommended to develop objects that inherit higher in the object model. Folder resident objects are an example of a simpler object class. Particularly where a large number of object instances are involved, inheriting from the simplest object class possible offers maximum performance.\nContainer Strategy\nWorkflow templates can be stored at three primary levels within Windchill — Site, Organization, and Container.  It is recommended that workflow templates be stored at the highest level where reuse is possible. For example, if all organizations can take advantage of a workflow template it should be stored at the site level. Workflow template reuse is a very powerful notion and should be considered. If the workflow template is truly only relevant within a single library, then it should likely be managed within that library.  Keeping the workflow template in the lowest level, like a library, if the template is truly not reusable, is a good practice in that it reduces potential clutter across the entire system.\n2. Workflow Definition:\nActivities\nWhen defining a new activity, identify the responsible role. The responsible role determines who will be notified if activities are overdue and/or process errors occur.\nEnter an activity description. The description will be displayed for reviewing of the process templates or can be shown in the work list. A URL can be included to reference more detailed documentation, or to provide ready ","cbCair2D6TIu4qv7","https://ap.wps.com/l/cbCair2D6TIu4qv7","doc",52736,"English","# General Guidelines\n## Workflow Applicability\n## Workflows vs. Lifecycles\n## Lifecycle Managed Objects\n## Container Strategy\n# Workflow Definition\n## Activities\n## Workflow Variables\n## Parallel Activities\n## Loop Links","[{\"question\":\"How do workflow process instances relate to object revisions in Windchill?\",\"answer\":\"Processes typically execute once per object revision and different revisions run different process instances. In most cases, workflows mature a routed conceptual data packet through state changes.\"},{\"question\":\"What role does lifecycle state play in Windchill workflows?\",\"answer\":\"Lifecycle state provides an at-a-glance, simplified indicator of where an object is in a process and can be governed by the workflow. It also supports maturity reporting, search filtering, and maturity-based access control.\"},{\"question\":\"What are key considerations when defining workflow activities?\",\"answer\":\"Identify the responsible role, write an activity description for process review or work lists, and provide task instructions including timing and outcomes. Ensure users have correct read/modify permissions and consider instance-specific ad hoc access only for advanced cases.\"}]","Tips and Techniques for Windchill Workflow | DOC",1788278349]