Big holiday week for most of us on this side of the pond – I know I have a lot of housekeeping to do before the big feast on Thursday and thought I’d share a tip for keeping your workflow tidy in PLM 360.
It’s really a simple thing, but if you’re a PLM admin, do your end-users a huge favor and put some notes in your workflows. This is key especially when you have precondition scripts set.
It might take a little extra time to drag states and transitions around to make some real estate for the notes, but it’s worth it. Try to position your notes off to the sides and keep them simple, but informative.
I guarantee this will prevent a few ‘how come I can’t transition this workflow’ questions if the user can read the note and realize they can’t if they aren’t the record owner (if you have a ‘GenIsOwner’ script set as a precondition) or ‘why can’t I submit this audit’ if they aren’t listed as an auditor in the Audit workspace (where there’s a precondition script to only allow this transition to the lead auditor or someone noted on the auditor list).
We’ll be talking more about workflow in tomorrow’s PLM Talk or you can visit the Wiki for our Workflow Guide. ^MS
Photo: chatiryworld
Don't make users ask why! Add notes to workflows in #AutodeskPLM360 to add clarity to workflow transition states & conditions. Looking forward to the PLM talk today on workflows
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