SOLIDWORKS PDM Workflow

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

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…

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SOLIDWORKS PDM Major and Minor Revision Numbering System

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…

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SOLIDWORKS PDM 2019 Enhanced User Comment Permissions

SOLIDWORKS PDM User Comment Permissions

New in SOLIDWORKS PDM 2019 with the enhanced user comment permissions; we have the ability to make version comments mandatory for a check in at specific states or at specific transitions of a state change.  Previously; this permission was an ‘all or nothing approach’ via the…

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SOLIDWORKS PDM 2018 Enhancement: Detailed Warning Messages for Workflow Conditions

SOLIDWORKS PDM Warning Messages for Workflow Conditions

New in SOLIDWORKS PDM 2018, we are presented with more information as to why the vault is angry at us with detailed SOLIDWORKS PDM Warning Messages for when workflow conditions are not met. Previously in SOLIDWORKS PDM, if a workflow condition was not met…it would look…

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How to use an Object Type Condition in SOLIDWORKS PDM Workflows and Categories

SOLIDWORKS PDM Conditions are powerful tools for controlling document flow, through a Workflow Transition. In a previous article titled, SOLIDWORKS PDM Transition Conditions, I looked at the general use of Conditions. Most of the available Conditions, such as Category, File Path, Revision and Variables are self…

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Saving a Named BOM for a SOLIDWORKS PDM Workflow

Save Named BOM

A Computed or a SOLIDWORKS BOM, can be saved as a Named BOM. Which can be controlled by a workflow.  Named BOMs can be checked out, modified and checked in. Named BOMs are useful when the BOM contents needs to be managed independently of the…

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Creating an effective SOLIDWORKS PDM Workflow using Configuration Management Methodology

PDM Workflow Plan

Your SOLIDWORKS PDM Vault is the heart of your business, and your PDM workflow are the essential arteries that directs the flow of information to personnel from project inception to completion. How your PDM workflow identifies, structures, links, and assigns ownership to your requirements and internal…

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How to increment a Revision Automatically in a SOLIDWORKS PDM Workflow

SOLIDWORKS PDM Revision

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…

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