EPDM – Transition Action to run a Task

Article by Joe Medeiros, CSWE, last updated on May 29, 2016

A Transition Action can be used to launch a Task. For instance, when a user changes the state of a drawing file, the file is saved as a PDF.

In a workflow, double-click a transition to access the Transitions Properties and left-click the Actions tab.

transition  properties

Left-click Add Action, to access Transition Actions. Provide a Description for the action, choose Execute Task as the Type and select the task from the Select task to execute pull-down.

trasition action

 

A task will have to be created before it can be added to a Transition Action. Please refer to the SolidWorks Enterprise PDM Administration guide, for information on creating a task.

 

 

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Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.

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