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How do I move files from one SOLIDWORKS PDM workflow to another?

Article by Nadeem Akhtar created/updated January 9, 2019

A question I often come across while on tech support is:

How do I move files from one SOLIDWORKS PDM workflow to another?

When a new SOLIDWORKS PDM workflow has been created and additional logic and transitions or states added. There is a need to move many existing files over to the new workflow, the following steps are recommended:

  1. Right-Click in the open area of the old workflow and select “New Workflow Link”

    New Workflow Link

    New Workflow Link

  2. Select the Workflow Link Properties, new workflow where the files will be moved and the state files need to be moved to

    Workflow Link Properties

    Workflow Link Properties

  3. Add a transition from current state of the files to the “New Workflow Link” and assign permissions to users/groups to access the new transition and save the workflow

    SOLIDWORKS PDM workflow New Transition/Permissions

    SOLIDWORKS PDM workflow New Transition/Permissions

  4. Right-Click on the file, select Move to Customer Parts Workflow under State Change

    Move to New Workflow

    Move to New Workflow

  5. Press OK to change the workflow

    Transition the files to New Workflow

    Transition the files to the New Workflow

  6. Files are in the new workflow/state
Files updated

Files updated

NOTE: Validate any workflow changes in a test environment BEFORE making any such global changes in a live production system.

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