Creating a new workflow template - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

When creating a custom workflow template, there are a number of tasks that you must do, such as building the workflow template from existing workflow steps and associating it with interfaces that represent items that can use this workflow. Additional tasks may be performed, depending on how custom the workflow will be. For example, you may have to create custom workflow steps to include in the workflow template. The following diagram illustrates the process of creating a custom workflow template.

Create a step statusCreate a step class Create a new step definition Create and manage a new checklistCreate or update a workflow templateAssociate a workflow template with an interface

SHARED Tip Click a box in the diagram to go to the associated procedure.

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