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Workflow Editor Update

The Workflow Editor user interface has been updated to make it easier to navigate large workflows.

The appearance and layout of workflow state and transition objects has been simplified.

Workflow Editor in Enterprise PDM 2012
workflow_editor_2012

Workflow Editor in Enterprise PDM 2013
workflow_editor_2013

Zoom Controls

New controls on the toolbar make it easier to work in complex work flows. You can zoom out to see the entire workflow graph or zoom in to modify specific sections.

Workflow_editor_zoom_to_area Zoom to Area Zooms to an area of the workflow that you select.
Workflow_editor_zoom_in_out Zoom In\Out Zooms in and out when you hold down the left mouse button and drag the mouse up or down. You can also zoom by using the mouse wheel.
Workflow_editor_zoom_to_fit Zoom to Fit Displays the entire workflow in the available space.
Workflow_editor_actual_size Actual Size Displays the workflow at its original (100%) size.

User Interface Simplification

The appearance of transition objects has been simplified. A combination of color and icons make it easier to distinguish between transition types and identify transition settings.

workflow_editor_normal_transition Normal transition Users run the transition to change file states.
workflow_editor_automatic_transition Automatic transition All files in the source state automatically pass through the transition.
workflow_editor_parallel_transition Parallel transition (new feature) A specified number of users must promote a file through a transition before the file's state changes.
workflow_editor_notifications_icon_2 Normal transition with notifications set
workflow_editor_authentication_icon2 Normal transition with authentication set

State objects have also been simplified. Icons in the lower right corner are now used to identify state object properties rather than to initiate changes. For example:

State_object_under_editing Initial state
State_object_waiting_for_approval Ignore permissions in previous states

New Properties Dialog Boxes

To open both state and transition properties dialog boxes, you click the objects in the workflow map.

Transition_properties_db

Tabs have been added to the dialog boxes to provide easier and more consistent access to all settings.

Both the state and transition properties dialog boxes include:

  • A Permissions tab, which replaces the permissions task pane from previous versions of Enterprise PDM.
  • A Notifications tab, which provides access to the Folder Notification dialog box of the redesigned Notifications Editor.
  • A Revision Numbers tab, which replaces the Increment Revision Command section of the state properties dialog box and the Change revision counters option of the transition properties dialog box.

Transition properties dialog boxes also include Conditions and Actions tabs.



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