Articles by: Justin Williams

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

Adding a Search Favorite in SOLIDWORKS PDM Professional

In SOLIDWORKS PDM Professional you can add a Search Favorite, making it quicker and easier to access frequently used searches via Windows Explorer. Listed below are the steps to create a SOLIDWORKS PDM Professional Search Favorite: To save a search simply expand the favorites drop-down and select Add To Favorites option…

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How to link PDF Document Properties to SOLIDWORKS PDM Professional Data Card Variables

In SOLIDWORKS PDM Professional 2016 it’s possible to link PDF document properties with SOLIDWORKS PDM variables and create a two way relationship. How To Map Custom Properties to PDF Data Cards First step is to create some variables for this information via Administration Tool > Variables > Right-Click > New Variable…

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Rename a file in the SOLIDWORKS FeatureManager Design Tree and PDM will update all the references

When you rename an assembly file in SOLIDWORKS via the FeatureManager Design Tree SOLIDWORKS PDM will update all the references for you automatically. Here I have a SOLIDWORKS flashlight assembly: I’d like to change the name of my sub assembly Head_sub to JavHeadSubAssy. SOLIDWORKS PDM rename file requirements…

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What are the SOLIDWORKS PDM options for managing archive server disk space?

SolidWorks EPDM Windows Explorer

There are a few built in options provided by SOLIDWORKS PDM for managing archive server disk space and reducing folder size used: Cleanup – Remove deleted files Deleted files and folders are not available from the vault but still exist within the archive.  To completely remove…

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How to create a shortcut to your favorite SOLIDWORKS PDM Search

Did you know that you can create a SOLIDWORKS PDM Search shortcut directly on your desktop? Being the responsible PDM user that you are, it’s safe to assume that you’re checking in your documents at least once a day?  A search shortcut can be a speedy…

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SOLIDWORKS PDM Set Revision

Do you have a special workflow for migrated data? Does it look something like this: Or this: New Set Revision function These workflows aren’t necessary anymore with the new Set Revision function in SOLIDWORKS PDM 2016. Let’s take a look… In this example, all the data…

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Get more out of your SOLIDWORKS PDM Search Tool

Are you a searcher or an explorer? If you’re a searcher then you’re in luck as SOLIDWORKS PDM Professional comes equipped with a powerful search tool, that can minimize the time it takes to locate a file or folder. Let’s start with a look at some of…

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Revert to a previous file revision with SOLIDWORKS PDM Rollback

Ever made a mistake and transitioned a file to a released state before it was ready?  Not to fear! SOLIDWORKS has you covered; with its SOLIDWORKS PDM Rollback functionality you can return a file to a previous version. NOTE: This function should be used with caution as…

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