隱藏目錄

Workflow, States, and Revisions

A workflow is a business process that defines the stages for revising a document. Each process stage is a workflow state.

Items and files can be part of the same workflow or have separate workflows.

To simplify managing workflows with both items and files, Item Explorer lets you increment revision numbers and initiate state changes for both items and files.

States describe the status of an item or file. For example, in the default workflow, you can change the state of an item to Waiting for approval to indicate it is ready for review.

You move items and files from one state to another by selecting a transition. The workflow specifies the transitions that are allowed from one workflow state to another. For example, in the default workflow, there are two available transitions for the Under Editing state:
  • Submit for approval leads to the Waiting for approval state.
  • No approval required leads to the Approved state.

A revision number identifies an approved version of an item or file. In the default workflow, a document receives a revision number automatically when the document changes to the Approved state. You can also increment revision numbers manually.

Changing the state of an item or file can automatically trigger notifications and export actions depending on how your administrator configured the workflow. For example, the state change to Waiting for approval can trigger review notifications to one or more users. Changing the state of an item to Approved can automatically trigger an export rule that converts the item BOM to XML for distribution to an ERP system.

An administrator configures workflows (state names, transitions, and transition actions such as notifications) from the Administration tool. See Enterprise PDM Administration Tool Help.

There are three types of workflow transitions:

  • Normal - A file changes state when one user runs the transition.
  • Parallel - A specific number of users must approve the transition before the file changes state.
  • Automatic - The workflow design automatically moves files to another state without requiring user action.


提供對此主題的意見反應

SOLIDWORKS 歡迎您提供有關於文件呈現方式、正確性、及完整性的意見反應。請使用下方的表格直接將您對此主題的意見與建議傳送給我們的文件團隊。文件團隊並無法回答關於技術支援的問題。按一下此處來獲得關於技術支援的資訊

* 必要的

 
*電子郵件:  
主旨:   說明主題的意見反應
頁面:   Workflow, States, and Revisions
*意見:  
*   我承認已閱讀且僅此接受隱私權政策,Dassault Systèmes 將遵循此政策之規定使用我的個人資料

列印主題

選擇要列印的內容範圍:

x

偵測到您使用的瀏覽器版本是舊於 Internet Explorer 7。要獲得最佳的顯示,建議您升級瀏覽器到 Internet Explorer 7 或更新的版本。

 不要再次顯示此訊息
x

Web 式說明內容版本:SOLIDWORKS PDM 2014 SP05

要從 SOLIDWORKS 中停用 Web 式的說明並改用本機說明,請按一下說明 > 使用 SOLIDWORKS Web 式說明

要報告在 Web 式說明介面及搜尋中遇到的問題,請聯絡您當地的技術支援代表。要針對個別說明主題提供意見反應,請使用個別主題頁面中的「提供對此主題的意見反應」連結。