Using PDF Forms as Task Templates

Basic Administration > Supporting Collaboration > Workflow Administration > Workflow Management > Using PDF Forms as Task Templates

When managing and creating workflow templates, you can specify custom templates to render workflow task information pages.

One option is to render the task form as a PDF. To do this, you must install and configure Adobe Experience Manager to work with Windchill. For more information, see About Adobe Experience Manager Forms Software.

Adobe Designer creates XDP templates that include various form fields such as labels, text fields, and radio buttons that act as placeholders to display the workflow task attributes. When closing their workflow task, the assigned user completes the form with the required information. Windchill is updated and the workflow proceeds to the next step.

If the Adobe forms software is not installed and configured for use with Windchill, the workflow tasks are rendered in the HTML default format using the JSP template type.

For more information, see the following topics:

Using Task Form Templates

Task Form Templates Table

Customizing Workflow Task Pages

PTC provides a default task form template that is used with the out-of-the-box workflow template activities. If you are using the out-of-the-box workflow templates, do not delete this task form template.