INTRODUCTION

 Workflow Viewer is a rich client application that provides

the
 functionality to track the workflow that
 is initiated on any objects in Teamcenter and perform an
action on it.
 Workflow Viewer is a rich client
application that provides the functionality
to track the workflow that is initiated on
any objects in Teamcenter and perform
an action on it.
 In Workflow Viewer, you can :
o View any initiated workflow process,
whether it is currently in process or
has already completed.
o Edit an active workflow process, if
you have write permissions.
o Perform workflow tasks.
o Override task actions.
Workflow Viewer Interface
1. Task hierarchy tree
• Displays the root-level workflow process,
along with its tasks and subtasks, in a
hierarchical listing. Task precedence in the
•Click on My Worklist from My Teamcenter.
task hierarchy tree is based on the order in
which the tasks were created. •My Worklist tab opens.
My Worklist
2. Template manager pane. •Expand the User’s folder to view the list of tasks
• Task to Perform
• Displays the name and description of the
selected task – Lists all tasks that you need to perform
• Task to Track
3. Process flow pane
– Lists all tasks you assigned to other users for
• Displays graphical views of the different
processes you have initiated
levels of a workflow process. You can view all
the tasks in an entire workflow process, or • Task View
the subtasks in a task, or the subtasks. – gives you a focused view of the selected task
• Process View
– gives you a graphical display of the overall process as
it moves through the different states of release
 Viewing Workflows in workflow
viewer
 Workflow Viewer allows user to view the progress of
a workflow process.
 As long as the user has read privileges for the
workflow process data, user can view any workflow
process in the database, whether it is currently in Workflow Task Types
process or has already achieved its final status Interactive tasks - Interactive tasks appear in the worklists of
 Task flow is both the order in which tasks are placed the users responsible for performing those tasks. Do tasks,
in the workflow process and the method by which Review tasks, and the select-signoff-team and perform-signoffs
the tasks are linked. tasks are examples of interactive tasks.
 View the task flow of a workflow process in the Non-interactive tasks – Non-interactive tasks are performed by
process flow pane. the system in response to handler settings, flow paths, and the
o Success paths are indicated by a solid line. results of interactive tasks. For example, the Or task is used to
unite alternate paths.
o Failure paths are indicated by a dotted line. Do - Relays instructions to users to perform.
 When viewing workflow processes in Workflow Review - Controls the selecting of the signoff team, and delivers
Viewer, you can determine the responsible objects to the signoff team for review.
party by placing the cursor over the select-signoff-team - Permits the process initiator to select
Responsible Party button in the upper-right members of the signoff team. This is a subtask of the Review
task.
corner of each task.
perform-signoffs - Routes target items for members of the
 Subprocesses are child workflow processes of a signoff team to review, and collects their approval or rejection.
parent workflow process. Or - Unites branching flow paths into a single path.
 Select sign off Team Select sign off Team(contd..)

Organization tab
 Signoff Team Tree - Lists the members of  Lists the Organization tree by group and
the signoff team.
then by role.
 Review Quorum
Project Teams tab
• Numeric: Enter the number of
reviewers required to approve to  Lists the project teams available for
satisfy the quorum. selection.
• Percent: Enter the percentage of
reviewers that are required to
Address Lists
approve to satisfy the quorum. If all  Lists the address lists available for
reviewers are required, set Percent to
100.
selection
• Comments: Enter comments Resource Pool Options
(optional).  Choose either Any Member or All
• Wait for Undecided Reviewers:
Select this check box for the workflow
Members of the signoff team. Choose
process to wait for all reviewers either Specific Group or Any Group of the
before the workflow process signoff team.
completes.
Search
 Ad-hoc done
• Indicates you have completed adding
 Search for a specific user, group, role, or
signoff team member assignments to combination.
this task. Add button Allows you to add your selection
 Dynamic Selection pane
 Changes based on the selections
to the signoff team.
made in the Signoff Team tree.
 Performing Workflow Tasks
 User can perform assigned workflow tasks
from two different locations in teamcenter.
My Worklist in the My Teamcenter view
Workflow viewer
A privileged user can promote, demote, or
delegate workflow tasks assigned to other
users. These actions must be performed in
Workflow Viewer
 Only members of the signoff team can sign
off a task
To perform a signoff task, complete the
selected perform-signoffs task in the task tree.
There are two types of perform-signoffs
tasks:
o Review signoffs, with which you can elect
to Approve, Reject, or make No Decision
for the selected task.
o Acknowledge signoffs, for which you can
set the Acknowledged or No Decision
value on the selected task.
Delegate Tasks
 If an user do not want to perform the
signoff, delegate the signoff task to a
different user.
 Click on your user name in the User-
Group/Role column. The Delegate
Signoff dialog box appears.
 The Organization and Project Teams tabs
display the available groups, roles, and
users to which you can delegate your
signoff responsibility. You can search for
a specific user, group, role, or
combination.
 Select the desired group, role, or user
and click OK. Your signoff responsibility is
delegated to the selected user and the
dialog box closes. The perform-signoffs
task is removed from your worklist, and
sent to the worklist of the selected user.
Workflow Task States

Task states are displayed in the upper left-hand corner of each task.
•Started : The task is now active and action can be taken upon the task.
•Pending : The task has not yet started. A task cannot start until the previous
release level has completed.
•Completed : The required actions have been performed. A Completed state
for a Review task means that all signoffs have been performed and the number
of approvals are equal to that specified in the quorum for the task.
•Skipped : The task has been skipped by a privileged user. If this is a Review
task, all signoff subtasks show the No Decision image, indicating the release task
was skipped, rather than completed
•Suspended : The task has been suspended. If this is a Review task, all signoff
tasks are removed from the Worklist.
•Failed: A task’s state is set to Failed if the task is configured with a failure
path and if the failure conditions are met.
o The Failed state does not appear on the Actions menu, because it can only be
triggered internally.
•Unassigned : The signoff team for a Review task is not yet assigned.
•Aborted : The task is canceled and the workflow process is exited without
being completed
 Workflow Audit Logs
Changing Task State Workflow audit information can be accessed
in the following ways:
 Workflow Actions are used to transition a task from one state  Go to the Summary view of the
to another. All tasks are transitioned by one or more of the following Teamcenter applications,
defined actions as in the screenshot.
which shows audit logs in the Audit logs
 To Change the Task state select the Task RMB->Actions- tab.
><State to be Changed>  Run predefined audit reports or create
 In some cases workflow gets stuck in some tasks and need to new reports, using the Report Builder
get started manually. In such cases start action has to be application.
initiated on the task.  Create custom saved queries, using the
 The Promote menu command moves the task to a Skipped
Query Builder application.
state and starts the successor tasks in the workflow process.  Run predefined audit queries, using the
Workflow Viewer treats a Skipped task much like a Completed
task. Teamcenter advanced search
 The Demote menu command is the method of moving an functionality.
active workflow process back to some predefined release
level. Performing a demote action upon a task changes the
task's state from Started to Pending.
 Workflow Viewer Example
Initiating a new process

1. Select the Object and go to File->New->Workflow Process

from My Teamcenter.
2. New Process dialog appears.
3. Select the required Workflow template and click on Ok.
4. The process will get initiated on the selected object as in the
below screenshot.
 Initiated task in workflow viewer Select sign off Team
Select the item and RMB->Send To->Workflow Viewer. Select a select-signoff-team task that has reached
Started status
Click Perform Task on the toolbar or the button in the
middle of the task in the process flow pane. The Select
Signoff Team dialog box appears.
Select a select-signoff-team task that has reached
Started status
Click Perform Task on the toolbar or the button in the
middle of the task in the process flow pane. The Select
Signoff Team dialog box appears.
Expand the Profiles folder in the Signoff Team tree.
Select a profile. The Organization tab displays to the
right, filtered to the group and role required by the
selected profile
Search or select a user from the Organization tree.
Click Add to add the selected user to the signoff team.
The user name is added under the selected profile.
Click OK to complete the task and close the dialog
box.
 Perform sign-off
Click the Task to be completed, either in the task hierarchy
tree or the process flow pane.
Click Perform Task on the toolbar. The Perform Task dialog
box appears.
To perform a signoff task, complete the selected perform-
signoffs task in the task tree. There are two types of
perform-signoffs tasks:
Review signoffs, with which you can elect to Approve,
Reject, or make No Decision for the selected task.
Acknowledge signoffs, for which you can set the
Acknowledged or No Decision value on the selected
task.
Click OK to save the changes to the database and close the
dialog box.
 Perform Do Task
Once the Review Task is completed, the task
will be pending with user for Do Task.
Select the Do Task, Click Perform Task on the
toolbar. The Perform Task dialog box appears.
To perform a Do task, select complete and
provide comments if any.
Click OK to save the changes to the database
and close the dialog box.
After completing the Do Task, the workflow will be
completed as other tasks(Set Status and Or Task) are completed
automatically and the tasks get green color with completed
state.

The object went through the workflow process gets a Release

status attached to it as shown in the picture.