1. Native Task Form Templates
Tom Knight, Jeff Zemsky
May 14th,, 2015

2. Agenda Highlight OOTB Examples Configuring Task Templates
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3. Native Task Form Templates – Windchill 10.2 M030
Capabilities
Include Primary Business Object (PBO) attributes and tables on Workflow Activity
Administrator can configure what attributes and tables to include in Workflow Activities
Can have different Task types for each Activity
OOTB templates provided for Change Request, Change Notice, Change Task, Promotion Request
Benefits
Provide improved understanding of the task by delivering the right data to the user
Minimize the need to navigate when completing Workflow Activity
Reduce need for user training
Tailor the tasks to the needs of the users
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4. Native Task Form Templates – X26
Enable Native Task Form Templates for OOTB Workflow Activity tasks in Promotion Request process
Deliver users greater information and actions in the Workflow activity delivering the ability to complete the work without additional navigation
Evaluating adding more Task Form templates to OOTB Change processes
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5. Native Task Templates
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6. Native Task form Template example – 1 Tab example
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7. Out-of-the-Box example
Task Templates provided for several steps in Change Management
Problem Report, Change Request, Change Notice, Change Task and Variance
Only loaded on clean install
So as to not conflict with any existing configurations
Can be configured in by simple selection in the Workflow Editor
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8. Use task form template to generate the task details page
Enable via Preference
Use task form template to generate the task details page
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9. OOTB Example
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11. 3 Steps to Configure Native Task Templates
Configure your Change Types
Configure your Task Form Template
Update your Workflow
Define Types
Define Attributes
Update Workflow Subject layout
Define Task Form Templates
Select Template for Workflow actitivies
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12. Configure Workflow Subject Layout
Configure with Type Manager
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13. Configuring a Native Task Template
Configure at the Site, Organization and Product/Library level
Create a Task Form Template for any activity step in the workflow needed
Define
Tabs
Actions available for the Primary Business Object (PBO)
Tables/Attributes for the Workflow and PBO
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14. Example Task Form Template
Define actions that can be done on the PBO from Action pull down
Create Tabs
Select and order which tables are available on that tab
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15. Update the Workflow to use the Template
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16. Native Task Form Templates
Simple to Configure and Deploy
Remove customization needs
Easy to adopt
Increase Value-Added Time for Users
Deliver the data they need
Reduce navigation and frustration
Improve adoption
Easier to get casual users into processes
Spend more time on Value-Added Activities
50%
20%
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