PDXpert PLM Software: Change workflow setup

In this tutorial, we'll walk through the steps for configuring the engineering change form's workflow. This includes establishing the email account for sending workflow notices, assigning persons to reviewing groups, and adding these groups (and perhaps observers) to a change form template.

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You must have a role with administrator permissions to perform these tasks. The lesson assumes you know how to perform basic Collection Explorer tasks such as creating, opening, and editing collection members.

More detailed information about using the Roles, Persons, Groups and Change Forms collections can be found in the related application help topics or in the on-line help guide. Our application notes may also be useful for designing your change forms and workflow.