To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Workflow Handlers Documentation The following link provides access to the Workflow Handlers guide. This document contains deep dive information related to using and interacting with Workflow Handlers. Workflow Handlers Some key topics in the Workflow Handlers document include the following. Be sure to explore each section of the document in addition to the links presented. What are workflow handlers? Executing workflow handlers Updating your task templates to use the new handler and argument names Renaming your custom handlers and arguments Syntax for handler arguments and values What are handler keywords? Common keywords Handler-specific keywords Use keywords to implement dynamic participants in handlers Configuring assigning participants automatically Using lists of values (LOVs) in handler arguments LOV syntax Defining multilevel object paths LOV syntax example Differentiating between classes and types Specifying relations Debugging handler data Action Handlers Reference Guide Rule Handlers Reference Guide Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks Workflow Handlers The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Workflow Handlers Documentation The following link provides access to the Workflow Handlers guide. This document contains deep dive information related to using and interacting with Workflow Handlers. Workflow Handlers Some key topics in the Workflow Handlers document include the following. Be sure to explore each section of the document in addition to the links presented. What are workflow handlers? Executing workflow handlers Updating your task templates to use the new handler and argument names Renaming your custom handlers and arguments Syntax for handler arguments and values What are handler keywords? Common keywords Handler-specific keywords Use keywords to implement dynamic participants in handlers Configuring assigning participants automatically Using lists of values (LOVs) in handler arguments LOV syntax Defining multilevel object paths LOV syntax example Differentiating between classes and types Specifying relations Debugging handler data Action Handlers Reference Guide Rule Handlers Reference Guide Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks Workflow Handlers The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

The Introduction to administering workflows section of the course provides topics on what workflows are in Active Workspace and Teamcenter, how to launch the Workflow Designer location to administer workflows in Active Workspace, and how to build a simple template process to get started. The topics in this course can be supplemented by step by step instructions and other reference material found in the Workflow Designer for Active Workspace document in the online help. In addition, the Workflows and Tasks document in the online help provides information on the various task types available and some additional administrative tactics. The Workflow Handlers document also provides detailed information regarding specific workflow handlers for automating the workflow. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.

The Assign access permissions to target objects section includes topics on how to configure the workflow template and tasks' Properties. Explore how to set names, descriptions, filtering, and more. The topics in this course can be supplemented by step by step instructions and other reference material found in the Workflow Designer for Active Workspace document in the online help. In addition, the Workflows and Tasks document in the online help provides information on the various task types available and some additional administrative tactics. The Workflow Handlers document also provides detailed information regarding specific workflow handlers for automating the workflow. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.

The Additional administration workflow topics section includes topics on features which relate to the Workflow Designer system in Active Workspace. Topics include preferences, importing and exporting templates, reporting and more. The topics in this course can be supplemented by step by step instructions and other reference material found in the Workflow Designer for Active Workspace document in the online help. In addition, the Workflows and Tasks document in the online help provides information on the various task types available and some additional administrative tactics. The Workflow Handlers document also provides detailed information regarding specific workflow handlers for automating the workflow. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.

The Workflow Designer Essentials course provides deep dive tutorials, lecture material, and a repository of useful links to help to learn how to use and administer workflow process templates using the Workflow Designer location in Active Workspace. The Workflow Designer location is provided by the Workflow feature(s) during installation and may be accessed through the Active Admin workspace via a Tile. This course is build on Active Workspace 6+ and Teamcenter 14. This course is focused solely on administering workflows using the Active Workspace Workflow Designer. The course covers the basic concepts around workflows as well as a dive into the interface and technical aspects of the tool in more than 10+ hours of deep dive technical content. The Active Workspace Workflow Designer feature provides a major leap in usability from the legacy Rich Client Workflow Designer application. For detailed information regarding course content, duration, audience and more, see our Blog and filter for All Courses and select the course.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Workflow Handlers Documentation The following link provides access to the Workflow Handlers guide. This document contains deep dive information related to using and interacting with Workflow Handlers. Workflow Handlers Some key topics in the Workflow Handlers document include the following. Be sure to explore each section of the document in addition to the links presented. What are workflow handlers? Executing workflow handlers Updating your task templates to use the new handler and argument names Renaming your custom handlers and arguments Syntax for handler arguments and values What are handler keywords? Common keywords Handler-specific keywords Use keywords to implement dynamic participants in handlers Configuring assigning participants automatically Using lists of values (LOVs) in handler arguments LOV syntax Defining multilevel object paths LOV syntax example Differentiating between classes and types Specifying relations Debugging handler data Action Handlers Reference Guide Rule Handlers Reference Guide Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks Workflow Handlers The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Workflow Handlers Documentation The following link provides access to the Workflow Handlers guide. This document contains deep dive information related to using and interacting with Workflow Handlers. Workflow Handlers Some key topics in the Workflow Handlers document include the following. Be sure to explore each section of the document in addition to the links presented. What are workflow handlers? Executing workflow handlers Updating your task templates to use the new handler and argument names Renaming your custom handlers and arguments Syntax for handler arguments and values What are handler keywords? Common keywords Handler-specific keywords Use keywords to implement dynamic participants in handlers Configuring assigning participants automatically Using lists of values (LOVs) in handler arguments LOV syntax Defining multilevel object paths LOV syntax example Differentiating between classes and types Specifying relations Debugging handler data Action Handlers Reference Guide Rule Handlers Reference Guide Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks Workflow Handlers The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

The Explore and configure task types section of the course provides topics relating to the out of the box (OOTB) task types Siemens provides. Examples of OOTB task types include, Do Tasks, Revision Tasks, Acknowledgement Tasks, and many more. This section provides a deep dive exploration into each task type and what makes them function. An introduction and exploration of Workflow Handlers an overview of path strategy is explore with regards to splitting and joining workflow paths with either a Condition task or in parallel. The topics in this course can be supplemented by step by step instructions and other reference material found in the Workflow Designer for Active Workspace document in the online help. In addition, the Workflows and Tasks document in the online help provides information on the various task types available and some additional administrative tactics. The Workflow Handlers document also provides detailed information regarding specific workflow handlers for automating the workflow. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.

The Add task assignments and build assignment lists section includes topics on how to utilize the Assignments tab in the Workflow Designer location to select the indicated Users, Roles, Groups, Teams or Dynamic Participants which are responsible for tasks in the workflow process. If these are not specified, a user may add anyone to a workflow disregarding permissions and access. The topics in this course can be supplemented by step by step instructions and other reference material found in the Workflow Designer for Active Workspace document in the online help. In addition, the Workflows and Tasks document in the online help provides information on the various task types available and some additional administrative tactics. The Workflow Handlers document also provides detailed information regarding specific workflow handlers for automating the workflow. Caution. The link provides access to the Siemens online help to aid in supplementing the lecture content. This link requires access to the Siemens Support Center and a Siemens Account. It is recommended to review the Documentation Links and Syntax blog post for more information. This material is not required for attendance. Each section and topic in the course contains recorded lecture content, tips and other notes to aid you in each use case. Make sure to click Complete at the end of each topic to record the topic as finished once the video is complete.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.

To complete this topic, watch the video and browse links and information related to the video content listed below the video. The links and information provided are supplemental to the video lecture and are not a requirement for completion, however it is highly recommended to review the material in the links. Tip. The links provide a direct link to the Siemens Solution Center online help, however a path to locate the material is provided for navigating to the local installation of the online help as well. For those users who do not have access to the online help, please review how to navigate to the specific topic in the locally installed documentation. Video Lecture Content Online Help Reference Material Click the links below to explore additional resources to aid in your understanding of the topic. If you are using this method, be sure to Sign In to the Siemens Solution Center webpage prior to clicking the link. Using Workflows Documentation The following link provides a review of workflows, how they are used and how to interact with them. The link is to the Workflows and Tasks document. The document contains usage examples and information regarding workflows in Active Workspace. Workflows and Tasks Some key topics in the Workflows and Tasks document include the following. Be sure to explore each section of the document in addition to the links presented. Task examples Workflow video gallery What are dynamic participants? Start a workflow Assign users to tasks Select a signoff team Working with tasks Viewing working progress (reports and history) Workflow configuration Workflow Designer for Active Workspace Documentation The following link provides access to the Workflow Designer for Active Workspace guide. This document contains information relating to using the Workflow Designer feature and administering workflows. Workflow Designer for Active Workspace Some key topics in the Workflow Designer for Active Workspace document include the following. Be sure to explore each section of the document in addition to the links presented. Before you begin Basic workflow template process Add tasks to a template Customize task paths Editing workflow templates Add filter conditions to templates Import workflow templates Modifying task behavior Local Documentation Topic Location The material (step by step instructions, and documentation overviews) is located the local installation of the online help. To locate the specific topics to review for this lecture, use the following path for reference. Note that for this topic set, there are a lot of individual nodes in the table of contents that will aid in learning in the local and online help. It is advised to refer to each one as you begin and get a feel for which sections of the document help the most for which areas. Workflow Designer for Active Workspace Workflows and Tasks The images (above) is an example of the Table of Contents in the Workflow Designer for Active Workspace, Workflows and Tasks, and Workflow Handlers documents provided by Siemens. This document can be located in both the online and local help documentation for reference.