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Creating and using Process Templates
Creating and using Process Templates
Set reusable process templates.
David Andrade avatar
Written by David Andrade
Updated over a week ago

Autodesk Prodsmart allows you to set process templates that you can assign to new products upon Product or Production Order creation.

Process Templates are pre-set operation flows that you can easily create, to get started :

1. Go to “Operations”

2. Press “Process Templates”

3. Press “+Add Process Template”

4. Assign a code and a name to identify your Process Template and Save the Template

After the Template is created you can add the operations for this workflow like you would do normal operations on a Product, check our article on How to Create an Operation for more information.

How to assign new templates?

After creating one or more process templates, you can start assigning them to new products.

There are two ways of doing this, when creating a Product or when creating a Production Order for a product that still has no operations assigned to it.

When you create a new Product

When creating a new Product you can choose the “Associate Process Template” option to assign an existing Process Template to it automatically.

When choosing this option you will be prompted to select from your existing Process Templates, just choose the one you need and it will be assigned to the Product.

When creating a Production Order

When creating a Production Order for a Product that has no operations assigned, you will also have the option to “Associate Process Template”, then you can choose from existing Templates and assign the Template to the Product.

This will help create Production Orders on the fly and immediately start collecting shopfloor data.

Like before, a window will be displayed to choose one of the existing process templates.

If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.

Need help? Request a Prodsmart expert to contact you here.

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