SOLIDWORKS Manage 2019 Change PDM State Process

In SOLIDWORKS Manage 2019 we can initiate a PDM transition of a file via a process within Manage, giving us full control of our documents in one place.

How to create a SOLIDWORKS Manage Change PDM State Process

• Start Manage and open the Administration Options…

Administration Options

• Structures > Processes
  • Select the process to modify and select Edit

Edit process

• From the Process Management Wizard select the Workflow Properties screen

Workflow Properties

• Select the Output Node
  • Select Outputs Tab > New
    • In the status output dialog choose; Change PDM State then Save

Change PDM State

• From the Change State Output dialog, select New
  • Within the PDM Workflow State change options dialog select the appropriate PDM Object, Workflow, From State, and Transition from the lists
    • Save and Close

PDM Workflow State change options

• Save and close the Process Wizard

Close the Process Wizard

Wrap Up…

After a SOLIDWORKS Manage Change PDM State Process has been applied, users will only need to promote a file through a Manage process output and the appropriate PDM transitions will occur, initiating related transition tasks, such as; PDF conversion, Revision Numbering etc. Making SOLIDWORKS Manage a ‘One Stop Shop’ for all your data management needs.