💡 A workflow is a sequence of tasks representing a business process that you can automate and track in Aletiq.
Some customer use cases:
Validation of a CAD pt or assembly
Signing and validation of a drawing
Signing and validation of a document
Validation of a product definition
Management of ECRs/ECOs/ECN
Processing of non-conformities
What is it for?
Workflows let you structure and trace any process: validating a part or document, signing a drawing, managing a technical change (ECR/ECO), processing a non-conformity...
Each workflow is an instance of a model preconfigured by an administrator. Users launch workflows from these models — no need to reconfigure the steps each time.
Task types
A workflow is made up of tasks. As a user, if you are notified about a task, here is what is expected of you:
✅ Simple task — complete an action and mark it as done (or refuse it)
📋 Form — fill in information fields (text, choice, date, file attachment...)
✍️ Signature — sign or decline the document revision directly from its preview
📝 Action plan — handle sub-tasks that have been assigned to you within the workflow
Some tasks are automatic and require no action from you:
✔️ Validation — automatically moves the revision from draft to validated
📣 Distribution — notifies a list of recipients
Good to know
Admin and Manager licences can launch a workflow.
Only the Admin creates and modifies models.
Each task has one or more assignees. The first to validate moves the workflow to the next step.
A user cannot complete another user's task — except an Admin to unblock a situation.
Viewers can only sign within a workflow.
When a workflow is running, the active task is visible from the object's detail panel (document, part...). A banner appears at the top of the screen for the task assignee.
If a task is refused without a configured return point, the workflow is automatically abandoned.
If a workflow restarts after a refusal, forms are pre-filled with the previously entered values.
The 4 workflow types
The object type associated with the model determines what the workflow can automate:
🗂️ Simple — free process, not linked to a PLM object
📄 Document — linked to a document revision (signature, automatic validation)
🔩 Part — linked to a part revision (signature, automatic validation)
🔄 Change (ECR/ECO) — linked to product definitions, with impact matrix and impacted manufacturing processes view
💬 A question? Contact our team via the Aletiq chat.