EPDM – Automatic Routing to Multiple States

Article by Joe Medeiros, CSWE updated November 29, 2013

Article

When checking in or transitioning a number of files, you may want to route the files to different states. For instance, you may want to route SolidWorks files to one state and supporting documents to a different state.

workflow

In order to make this work, the transition must be set to Automatic and at least one condition must be added to filter which files are allowed into the target state.

transaction condition

In the above example, I used a category to only allow CAD files into the target state, but other conditions or combination of conditions could be used.

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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.