SOLIDWORKS PDM Tasks 101

Article by Joe Medeiros, CSWE updated June 8, 2017

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In this article, we will do a brief overview of SOLIDWORKS PDM Tasks. A PDM Task, is a means of automating undertakings, such as converting files. SOLIDWORKS PDM ships with a number of Tasks

SOLIDWORKS PDM Tasks

SOLIDWORKS PDM Tasks

These Tasks can be added when a vault is created

Including Tasks

Including Tasks

Or they can be added by right-clicking on the Task node.

Add a New Task

Add a New Task

Tasks rely on scripted Add-ins and SOLIDWORKS PDM ships with the Add-ins required for the tasks shown above. For those that are so inclined, you can create your own custom add-ins that will drive your own custom tasks

Custom Add-in for Tasks

Custom Add-in for Tasks

Existing Tasks can be modified, in order to add to or modify their behaviour.

Edit existing tasks

Edit existing tasks

Tasks are administered through SOLIDWORKS PDM Administration and they are composed of a number of elements, that define how the task will be executed:

Task Admin

Task Admin

How the Output file will be formatted.

Task Output

Task Output

Who can run the Task

Task Users and Groups

Task Users and Groups

 

Notifications can be sent to selected users including the person who initiated the Task, on successful completion of the Task.

 

Task Success Notification Settings

 

And notifications can be sent to selected users including the person who initiated the Task if the Task fails.

Task Failure Notification Settings

Please note that the number of retries and the amount of time between retries can be specified for a Task Failure.

 

Once the Task is created, it can be launched by right-clicking on a file, in the Local Vault View.

Task Commands

Task Commands

Tasks can also be launched from a Workflow Transition Action. Thereby further automating the generation of supporting files, such as PDF’s or DXF’s.

Task transition action

Task transition action

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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.