One of the common questions from Windchill user is to know where is a document within a Workflow process once it has been launched. In other words, a user creates a document in Windchill PDMLink or ProjectLink, a review Workflow process is launched, and some days after this… who has that document in his Worklist?

The first option to obtain this information is to go through the link “Related Processes” from the properties pages to open the Workflow process of this document and find which is the active element. Clicking on it, we will see at the bottom frame the information about the task, as the user who has a task, the date on which he has received it and also a large amount of information that usually is meaningless for the users.

Therefore, we have developed an utility that allows the user to know quickly and easily, who has a task, when did he receive it, who has completed (if the task was designed for multiple users, and it wasrequired the intervention of more than one) from a document in Windchill.

The installation is a breeze, adding to the actions drop-downs of the properties pages an option that will display us a page that shows all of these data. Currently, the utility is applied to WTDocument, EPMDocument, WTPart and objects within the processes of Change Control, in Windchill PDMLink and ProjectLink.

In addition, it shows data of the different review processes (users, date, comments, vote…) by which the document has passed, but without the need of a status change. These data are also accessible through the link “Lifecycle History”, but this OOTB utility shows no data revisions that have taken place in the state in which the document is. Only shows data revisions occurred when a state has been changed in Windchill.