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SOLIDWORKS PDM Major and Minor Revision Numbering System

Article by Justin Williams created/updated December 3, 2018

In this article, we are going to look at how to implement a SOLIDWORKS PDM Revision Numbering System, that incorporates both minor and major revisions.

Review our previous article for a complete guide to increment a revision number via a workflow

How to create a SOLIDWORKS PDM Revision Numbering System for major and minor revisions

For this example, we’re going to create a system that uses uppercase alphabetical for major revisions, and numerical for a minor revision.  For example = A-01, B-01, C-01, C-02, C-03 etc.

First, we have to create our revision numbering components…

  • Administration Tool > Revisions > Revision Number Components
    • Right-Click >  New Component…
SOLIDWORKS PDM Revision Numbering System

Revision Number Components

Next, we have to create the Revision Number System…

  • Administration Tool > Revisions > Revision numbers
    • Right-Click >  New revision number…
      • Add the revision number components we created in the previous step
Revision Number System

Revision Number System

Now we have to implement this into the workflow.  In the appropriate workflow and state;

  • Administration Tool > Workflows > [Workflow Name]
Incorporate into a workflow

Incorporate into a workflow

On the state where the revision is first applied:

For this example the ‘Approved’ state

  • Properties > Revision Numbers
    • Add the new revision number system
      • Leave the ‘Increment by’ and the ‘Reset to’ values blank
        • Save the workflow
Clear increment by on revision state

Clear increment by on revision state

In the transition preceding the state where the revision is first applied;

For this example the ‘Passed Approval’ transition

  • Properties > Revision Numbers
    • Add the new revision number system
      • For both revision number components; set the ‘Reset to’ vault to 1

When files first enter this state, the revision will be set to A-01

Passed Approval Properties

In the transition preceding the state where the revision is first applied reset the revision components to 1

Now, we need to increment the appropriate revision in the corresponding state;

For the ‘Major Rev Change’ transition

  • Properties > Revision Numbers
    • For the Major Rev Component set the value to increment by 1
Increment the major rev

Major Rev Change transition

For the ‘Minor Rev Change’ transition

  • Properties > Revision Numbers
    • For the Minor Rev Component set the value to increment by 1
Increment the minor rev

Minor Rev Component

  • Save and close the workflow.

As with any change in the vault; it’s imperative to test any changes thoroughly before implementing.  This is a great example of a change that should be implemented in a sandbox vault, ahead of the production vault.

Test thoroughly

Test thoroughly

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Justin Williams

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

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