Out-of-the-Box Workflow Templates
This section provides information about the out-of-the-box workflow templates and process images that can be associated with them.
The out-of-the-box workflow templates in Windchill allow you to automate procedures in which tasks and documents are passed among participants.
PTC Global Services consultants can help you determine how the out-of-the-box workflows correspond to your business processes. Although you can modify workflows if necessary, you will get better results if you map the existing workflows to your processes, rather than create new workflows based on your processes.
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Changes you make to workflows may not be compatible with future Windchill release and service packs, and may require additional support from PTC Global Services consultants.
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The following list provides all out-of-the-box workflow templates by solution that are loaded into the site context during installation:
• Windchill PDMLink:
◦ Change Activity
◦ Change Notice
◦ Change Request
◦ Package Approval Process
◦ Package Content Routing Process
◦ Package Delivery Process
◦ Problem Report
◦ Promotion Request Approval Process
◦ Promotion Request Review Process
◦ Review
◦ Submit
◦ Variance Workflow
• Windchill ProjectLink:
◦ Approval Process
◦ Notify Process
◦ Release Process
◦ Review Process
◦ Two Level Approval Process
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The Workflow Template Administration utility is only accessible in Windchill PDMLink. It cannot be accessed from the project or program contexts.
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• All Windchill solutions:
◦ Submit
◦ Review