Saving a Named BOM for a SOLIDWORKS PDM Workflow

Article by Joe Medeiros, CSWE updated June 26, 2017


A Computed or a SOLIDWORKS BOM, can be saved as a Named BOM. Which can be controlled by a workflow.  Named BOMs can be checked out, modified and checked in.

Named BOMs are useful when the BOM contents needs to be managed independently of the referenced assembly. If there are changes to the assembly, that need to be reflected in the Named BOM, a new BOM can be saved. By checking out the existing Named BOM and overwriting with the new one, a version of the Named BOM is created. All previous versions are maintained.

A Named BOM is saved from the BOM tab of the PDM local vault view. Select Save As from the Bill of Materials tab as shown below:


Saving a Named BOM

Select the file type as BOM to save a BOM file:

Named BOM File Type

BOM File Type

Categories, Workflows and Transitions can be filtered to only accept BOMs. This is done by using the Object Type condition.

Object type condition

Object type condition

In this way you can have a branch of a workflow, or a complete workflow dedicated to BOMs.

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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.