How to create and launch the Approved By Integration Workflow?

Answer

The Approved By Integration Workflow can be created from the CAD Document profile card.

 

There are few basic pre-requirements that the CAD Document must fulfil:

- The CAD Document needs to be in “In Preparation” lifecycle state.

- A Design Code needs to be assigned to the CAD Document through the Part.

 

In the Profile Card of a given CAD Document, the workflow can be created by selecting the "Create New Workflow" button:

 

You then need to choose the assignee of the "Design Documentation Check" activity and set the group responsible of the "Review by Approval Group" activity.

Once this is done, the preparation of the Workflow can be finalized by using the "Done" button:

 

Then launch the Precondition Checks and if you don't meet any issues during this step, you can launch the Workflow. In case there is a precondition check that "FAILED", a specific error message is included for this precondition to help you correct the problem.

As result of the Workflow, the root object and its dependencies will evolve to Approved status.

 

Complete documentation: Approved By Integration Workflow FAQ