SOLIDWORKS Manage 2021 Enhanced Settings for File Promotion from PDM

New in SOLIDWORKS Manage 2021, we have enhanced controls for referenced files when promoting from SOLIDWORKS PDM to ensure all the required references are captured, and there are no orphaned records causing discrepancies between the vault and Manage BOM.

PDM File Promotion Settings

• Start the SOLIDWORKS Manage Administration Tool

• General
  • SOLIDWORKS
    • SOLIDWORKS PDM

PDM File Promotion Settings

The options are;

• Notify users and stop the transition in PDM
• Notify user but do not stop the transition
• Do not notify the user and do not stop the transition in PDM

The recommended setting would be Notify users and stop the transition in PDM, with any of the alternate options there’s a chance of inconsistencies between the Manage and PDM.

That’s awesome…but what’s a transition?

If you’re interested in learning more about transitions and states; creating and editing workflows are covered in detail within our Administering SOLIDWORKS PDM training course, along with many more tips and tricks, on how to create the most efficient vault for users.