Configure a schedule task to be a workflow task

You can configure a Teamcenter schedule task so that when certain conditions are met, the associated workflow can be initiated. The triggering rules or conditions create a workflow process. If there are updates to the workflow process tasks, a notification is sent to the Teamcenter schedule task so that the schedule task can be updated.

Note: The workflow trigger and workflow template can also be set in the tree table.

Procedure

1. Select one or more tasks from the task table.

2. Right-click and choose Workflow Task.

   The Workflow Rule Configuration dialog box appears and displays the Workflow Trigger and Workflow Template boxes. The default workflow trigger is No workflow trigger and the default workflow template is No workflow template.

3. From Workflow Trigger, choose one of the following triggers:

   • Predecessors complete (when all direct and indirect predecessor tasks are complete)
   • Scheduled start date (when the start date and time of the schedule task have arrived)
   • Both scheduled start date and predecessors complete
   • Either scheduled start date or predecessors complete

4. Select a workflow in the Workflow Template dialog box.

   Note: If the selected workflow template contains an interactive task (e.g., Do Task, Review Task, or Signoff Task), the task to be performed appears in the user's inbox. If no interactive task is present, no workflow notification is displayed. The first workflow task can be assigned to anyone, not only the privileged user.

5. Click the Add Privileged User button, select the user from the Privileged User dialog box, and click OK. You can remove the privileged user and add a new one if someone else needs to perform administrative actions with the workflow process.

6. Click OK.

Note: If a schedule is unpublished or is a template, workflow triggers are not processed and workflows do not appear in the user's inbox. Only schedules that are published and not templates start workflows.

Note: If you change the finish date of a workflow, the schedule task finish date is no longer changed. Instead, the workflow sends an e-mail to the schedule owner about the workflow slipping. The owner can then decide if the schedule should be changed. The In Progress and Complete status updates are still automatically updated.