6.Exit

>>>Choose an option:

Selecting an option toggles the value to either true or false.

Saving Your Work

To save the configuration, select either option 30 or 31. Make sure that the relevant workflow process template is checked out. Also, make sure that all existing instances of the relevant process template are terminated. If one of these conditions is not met, an exception is thrown.

New workflow processes will use the new behavior defined by these execution flags.

Using Task Form Templates in a Workflow

A task form template contains general formatting information, content, and variables such as form fields, labels, and text fields, which are placeholders to display the attributes of a task. These attributes are displayed to a task assignee when a task activity is executed through a workflow process. The manner in which the template is displayed depends on the value of the

preference, which can be set in the Preference Management utility. If the value is set to No, the task details are displayed using multiple tabs. The default value for the preference is No. If the value is set to Yes, the template can be displayed in the following ways:

•In an HTML format when the task form template has an associated JSP template file. This is the default format.

You can create the required JSP file by identifying the task variables through the Workflow Template Administration utility and then using any standard Java editing tool to create the JSP file.

•In a PDF format when the task form template has an associated XDP template file.

You can create the required XDP file by using Adobe Designer software with input in the form of an XML file generated from the Workflow Template Administration utility. Adobe Designer software is purchased separately from Windchill.

For detailed procedures for rendering a workflow task as either a PDF or in HTML format, see the Workflow Template Administration help.

•In multiple tabs if there is no matching template available and enabled for the object type and context hierarchy.

Creating Task Form Templates with Adobe Forms Software

As part of the process of modifying or creating a workflow template, you can modify or create task form templates.

Adobe Designer can be installed and configured for use with Windchill, allowing forms to be utilized in workflow processes. (For installation and configuration instructions, see the PTC Windchill Installation and Configuration Guide.) Custom forms can be created in Adobe Designer, uploaded into Windchill, and associated to a workflow process as a Task Form Template. The form is distributed through the workflow process as a task and can be rendered as a PDF or the default HTML format. During the completion of a workflow task, a user fills in a form with the required information and the workflow system updates the Windchill system with the acquired information.

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.

Adobe Designer creates templates in the XDP template type and contains various form fields like labels, text fields, and radio buttons that act as placeholders to display the workflow task attributes, such as variables and process name.

The attributes of the workflow tasks are stored in an XML file. The XML file is displayed when a user clicks the Generate XML button on the Activity tab of an Assigned Activity process node. Adobe Designer is used to create a form template (XDP type) and a connection between the form template and the previously saved XML file is made to define each field association.

An application context manager can create forms with Adobe Designer and upload them into Windchill as a Task Form Template. The forms are managed from the Templates page within the respective context; Site , Organizations , or Products .

For more information about templates, see the Templates help.

For information on creating customized task form template files (both JSP and XDP) and associating with a workflow process template, see the PTC Windchill Customization Guide.

Note

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