When to use SOLIDWORKS PDM Categories with Workflows

Article by Joe Medeiros, CSWE updated January 23, 2014


SOLIDWORKS PDM Categories are useful when you have conditions which are shared by multiple workflows. For instance there may be a file path condition, which is common to two or more workflows. Instead of defining this condition in each workflow, we can instead define this condition in a category:


Category Condition

And then reference the category in multiple workflows:

Workflow properties

Workflow properties

If categories are used, care must be taken not to create a conflict between category and workflow conditions. A good practice is to only use category conditions in the workflows, all other conditions are then specified in the category. If only one workflow is used, it is best to avoid the use of categories, as there is very little benefit in using categories in this scenario.

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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.