Using Dispatch to Move files in a SOLIDWORKS PDM Professional Vault

Article by Andrew Lidstone, CSWE updated January 9, 2017


SOLIDWORKS PDM Dispatch Action is a very powerful, but often overlooked tool in SOLIDWORKS PDM Professional, and with PDM 2017, it’s now even more powerful.

In previous releases it was only possible to use the Dispatch action to Copy, Delete, or Rename files in the vault.

In SOLIDWORKS PDM Professional 2017, the Dispatch action can also be used to move files to a different location in the vault. This Move action will maintain the files history within the vault and will update any files referencing that file with the new folder location.

SOLIDWORKS PDM Dispatch Action for Move/Rename File

Move/Rename File

Using the SOLIDWORKS PDM Dispatch Action

The Dispatch Action can be triggered manually by a Menu command, during a state transition, during checkout or during add.  The file being Moved/Renamed does not necessarily have to be the file that triggered the Action.  For instance, a dispatch action could be set up to move a PDF export of an approved drawing to an “Archive” folder when the SOLIDWORKS .slddrw file is transitioned to an “Under Change” state.

SOLIDWORKS 2017 Resources

Access our resources page to get everything you need to learn what’s new in SOLIDWORKS 2017; including tech tips, demonstrations, and upcoming product webinars.


SOLIDWORKS 2017 Resources

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Andrew Lidstone, CSWE

Andrew Lidstone is a SOLIDWORKS Elite Application Engineer specializing in Data Management systems. He has been working in the SOLIDWORKS reseller channel since 2010 helping clients get the most from their CAD tools.