SOLIDWORKS PDM Transition
As the number and complexity of SOLIDWORKS PDM Workflows increases, the tools and strategies to test and troubleshoot workflow becomes increasingly important. In this article, I will look at tools and strategies to deal with multiple and complex workflows: SOLIDWORKS PDM Sandbox Vaults The first…
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 PDM 2021 has new icons for workflow States and Transitions. The colours and appearance of existing icons are improved as well. The State and Transition icons are broken down into categories that make the selection process easier. In the SOLIDWORKS PDM Administration Tool, open…
New in SOLIDWORKS PDM 2020, for transitions that include dynamic notifications, you receive a warning if you have not selected a user or group to receive a notification. Previously in SOLIDWORKS PDM, if you submit a file through a transition with dynamic notification and if…
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… Structures >…
In SOLIDWORKS PDM Professional and Standard, your Workflow can be set up to automatically increment the revision value as a file moves through the approval process. Looking through the properties of the States and Transitions in a pre-established workflow you might have noticed a number…
Making forms in DriveWorks is nice and easy, but getting the user to fill them out completely is….. also easy! I bet you thought I was going to say it was a different story, didn’t you? Well, you can prevent them from proceeding by making…
Using Copy & Paste to Create Similar States & Transitions in SOLIDWORKS EPDM Workflow
States and transitions, have a large number of settings, which include permissions, conditions, actions and notifications. Having to manually duplicate settings between states and transitions can be time consuming, and there is always the chance of forgetting to recreate a setting. similar states and transitions…
While the order in which the transition actions are executed should not impact the behavior of the action, my experiences has shown this is not the case. In a transition where the revision is to be set, the order in which the actions are executed…