SOLIDWORKS PDM Workflow

Managing Multiple Workflows and Categories in SOLIDWORKS PDM

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…

Read More...

SOLIDWORKS PDM 2021 Icon Changes for Workflow States and Transitions

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…

Read More...

SOLIDWORKS PDM Hide When Sibling Parallel Transition is Chosen

What does the option “Hide when sibling parallel transition is chosen” do in SOLIDWORKS PDM? This option hides transitions after a commitment is made to enter a parallel transition. In other words if there are two or more parallel transitions that can be chosen from…

Read More...

SOLIDWORKS PDM 2020 Child Reference State Conditions

Child Reference State Conditions - Complete

In SOLIDWORKS PDM 2020 we have the ability to define child reference state conditions, to prevent parent files from being transitioned before all the requirements are met.  In the example we’re going to use in this article, we’ve got the parent assembly; Light.SLDASM and we…

Read More...

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…

Read More...

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…

Read More...

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…

Read More...

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…

Read More...

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…

Read More...