Workflow Functions (HICADPDM)

HELiOS PDM > ... > Workflow

The Workflow function can be found in the two function groups HELiOS PDM functions for active drawing and HELiOS PDM functions for active part on the HELiOS PDM tab.

This function provides Workflow-related information on the active document, such as the current Release status or the Access rights. Furthermore, you can display the Workflow as a graphic and print the list view of the Workflow history via the History button. Use the Checkup status button to open the Workflow defined in the HELiOS configuration. The active status is framed red and can be changed in the following window by a mouse-click.

If the workflow is a so-called "Role Workflow", two additional buttons are displayed:

Checklist : Calls the attributes of the checklist, if there are any.
Roles: Displays the role assignments of the current and the following workflow step.

Select Execute test step to request the next process step (e.g. Request checkup).

Alternatively, you can access the function as follows:

Right-click the part or the name of the part in the ICN and select HELiOS. In the HELiOS 3-D Part sub-menu, select Workflow functions.

In the ...\exe directory of your HiCAD installation you will find the EDBSETUP.EXE program which can be used for the definition of your Workflow. You can freely define up to 100 statuses and set status sequences as requested.