SolidWorks EPDM – How to use the OR Condition in Workflows and Categories

Article by Joe Medeiros, CSWE updated August 22, 2014


This is another area where I find people often get confused, so I will attempt to demystify this topic. The OR statement allows a file to meet one or more conditions, but it does not have to meet all conditions. For instance a file can meet a condition, if it as a SolidWorks file or an AutoCAD file. In order to use the OR statement, it must be selected first, before any other conditions are added.

Category Dialog - Selecting Or

Category Dialog – Selecting Or

As long as the OR condition is highlighted, any new conditions will be grouped under it.

Or Conditions Added

Or Conditions Added

If the OR condition is not highlighted then the new condition will be an AND condition.

An And Condition

An And Condition

In the above example, any file that is a SolidWorks file, a dwg file, or a dxf file and is in a folder called Projects, will meet the conditions of the CAD Files category.

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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.