Answer
If you have multiple workflows to create, that will use the same properties (e.g workflow behaviour, drawing label & reviewers) it’s possible to create a workflow template so the properties do not have to be repetitively assigned.
- Optional: Create a new part for each workflow template you would like to create. The name of the part can be used to give a description of the workflow attributes, to help you keep track of your different templates. These parts can be stored in a folder.
- Create a Workflow as standard and fill out all the desired attributes.
- Favourite the workflow using the star in the header.
- All favourited workflows can be found under the Change items in the TOC. If you un favourite them, they will be removed from this shortcut.
- When creating a workflow to validate your new documents, use the ‘apply workflow template’ button below. This opens a new window where all the favourited workflows are shown, including the various attributes so they can easily be differentiated. Press the button on the left to apply the template, and the attributes will automatically be set.
(Please note: If reviewers are set using the template they are still subject to access rights. These will be checked during the precondition workflow)
More: Design Verification Workflow FAQ
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