Merging Branched Files in SOLIDWORKS PDM

Article by Joe Medeiros, CSWE created/updated December 21, 2017

In my previous article, we looked at Creating Branches from a Source file, so that we could test different concepts, on these Branches. In this article, we will look at how to combine these changes into a Source File by Merging Branched files with their source.

As with Branch, Merge is available from the Tools pull-down, in the PDM Local Vault view.

Selecting Branch from the Tools Pull-down of the Local Vault View

Selecting Branch from the Tools Pull-down of the Local Vault View

The dialog Box for Merge, is similar to that for Branch but the Branch Name is not specified, as it already exits for the Source files and the Branches.

Merge Dialog Box

Merge Dialog Box

The Source and Branch file will be checked out for this operation, if they’re not already checked. Only one file can be Merged, at a time.

Like the Branch operation, the Merge operation will appear in the History of the file.

Merge Operation in History of a File

Merge Operation in History of a File

A list of Associated Branches, is available by right clicking on a Branch or the Source file.

Selecting Associated Branches

Selecting Associated Branches

Selecting a Branch, from the Associated Branches fly-out, will display a report, that lists the Source file and any Branches.

Associated Branches

Associated Branches

There are options, to open to open the report as a .csv file (in a spreadsheet solution such as Excel), or to save the report as an external file.

Additional notes:

  • While the Branch operation, can be seen in the History of a file, the file cannot be Rolled Back, to a point before the Branch
  • While the images in this article, so SOLIDWORKS files, other file types can be Branched.

Posts related to 'Merging Branched Files in SOLIDWORKS PDM'

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.