Processes & Workflows in an Altium 365 Workspace

Created: July 9, 2021 | Updated: September 2, 2022

Parent page: Altium 365 Workspace

This page applies to those on Altium Designer Enterprise Subscription only.

Altium Designer Enterprise Subscription enables enhanced functionality in Altium Designer and its connected Altium 365 Workspace to form an enterprise-level collaborative design environment. A key part of the collaboration capabilities is the support for process-based Workflows, which tightly guide an organization's designers through typical, everyday design processes such as:

  • Requesting new component parts.
  • Performing project-related activities, such as design reviews or publishing to a PLM system.
  • Creation of new managed projects.

Each Workflow that is used to implement a particular design process is created as part of a Process Definition. It can therefore be referred to as that process's underlying Workflow, or simply a Process Workflow.

Processes, and their Workflows, are created and managed through the Workspace's browser interface – by a Workspace Administrator. For the three process types mentioned above, predefined process workflows are included with your server installation. Some of these are activated for use out-of-the-box. Use these, modify them, or create your own custom process to suit the specific needs of your company. Others are samples, which cannot be activated and used as is. Each of these is effectively a 'template' that can be edited to suit your company's requirements, renamed, and then saved as a new process definition – it can then be activated and used, along with all other definitions.

A powerful Process Workflow Editor provides the flexibility for you to build processes with workflows that can be as simple, or as complex as needed, and in-line with your company's requirements.

From within Altium Designer, a user can access and initiate any of the processes that have been activated at the administrative level. Interaction with a process – or rather its defined workflow – is through the Altium Designer Tasklist panel or the Altium 365 Workspace Tasks page . A Task relates to a user task defined within the workflow, which in practice, becomes a point at which action by a user is necessary for the workflow to progress.
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