SOLIDWORKS Manage 2019 Change PDM State Process

Article by Justin Williams created/updated October 16, 2018

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

Administration Options

  • Structures > Processes
    • Select the process to modify and select Edit
SOLIDWORKS Manage Change PDM State Process

Edit process

  • From the Process Management Wizard select the Workflow Properties screen
Workflow Properties

Workflow Properties

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

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

PDM Workflow State change options

  • Save and close the Process Wizard
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.

Related Posts

Justin Williams

Justin Williams is a Data Management Applications Expert based in Edmonton, Alberta, Canada.

Want to learn SOLIDWORKS?

Take a training course from our team of Certified SOLIDWORKS Experts