Configuring the SOLIDWORKS PDM Standard Drawing to PDF Convert Task

Article by Joe Medeiros, CSWE, last updated on April 10, 2018

In SOLIDWORKS PDM Standard, PDF Convert Task can now be created to convert SOLIDWORKS Drawings to PDFs.

Tasks are created through the SOLIDWORKS PDM Administration, by accessing the Task node.

SOLIDWORKS PDM Administration Tasks

SOLIDWORKS PDM Administration Tasks

The Task node will contain the Task List, which can used to view the Task status and to manually launch the Task. The Convert Task will also appear under the Task node. In PDM Standard, only the Convert Task is available. Other tasks, such as Print and Design Checker, are only available in SOLIDWORKS PDM Professional. Also, SOLIDWORKS PDM Professional, allows the customization of Tasks.

By double-clicking on the Convert Task we can configure how it will convert SOLIDWORKS Drawings to PDF’s. On the Add-in, we can define the whose user permissions, will be used when the task is launched. This can allow a user’s permissions, to be temporarily elevated, when running the task.

Convert Properties

Convert Properties

In the Execution Method tab, we define which computers can launch the Task. Task Host Configuration, must be enabled, on each computer that will run the Task.

PDF Convert Task Execution Method

Execution Method

Conversion settings, allow us to define export options for the PDF, as well as what version of referenced files will be used. Some options are only available in SOLIDWORKS PDM Professional, such converting to DWG. Also, in PDM Professional, other SOLIDWORKS file types, such as assemblies and parts, can be converted to be PDF’s

Advanced Conversion Options

Advanced Conversion Options

In the File Card tab, we can map variables, from the source SOLIDWORKS Drawing, to the generated PDF.

Map variables

Map variables

The destination where the PDF will be saved, as well as the default file name, is defined in the Output File Details tab. SOLIDWORKS PDM Professional, allows replacing an existing file, as well specifying, a second location to create the PDF

The destination where the PDF will be saved

The destination where the PDF will be saved

Success and Error Notifications, can be created to automatically notify, selected Users or Groups.

Once we have created the Task, the Task can be launched manually or through a Workflow Transition Action.

Related Posts

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.

Want to learn SOLIDWORKS?

Take a training course from our team of Certified SOLIDWORKS Experts