SOLIDWORKS PDM Workflow

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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The SOLIDWORKS Shortcut Bar Part II: Old Habits Die Hard

Part Shortcut Bar

Recently I wrote an article about how to use the Shortcut Bar in SOLIDWORKS to reduce the distance your mouse has to travel. Basically, you can press the <S key> at any time in SOLIDWORKS and get a context-specific menu appear right beside your mouse…

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The SOLIDWORKS Shortcut Bar (S-Key) will help to keep your commands close

In your office, do you keep things nearby where they are to be used, or far away? Do you keep the coffee mugs in the meeting room and the coffee machine in the break room? Do you store your frequently used things in a place…

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SOLIDWORKS Industrial Designer Workflow [VIDEO]

SOLIDWORKS Industrial Designer (SWID) is an amazing tool for designers to easily create objects of complex geometry. A typical workflow for industrial designers is to brainstorm some concept sketches in 2D, then move into 3D surface rendering and finally the finished 3D CAD design. Traditionally these three…

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SOLIDWORKS PDM Revision Control Best Practices [VIDEO]

PDM Workflow Plan

SOLIDWORKS PDM Revision control has always been the most important reason why customers are adopting the PDM system.  The term “revision control” however can mean different things to different people.  Fundamentally, it is important to keep an ongoing history of a part or product design but…

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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…

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Transition Action Order in SOLIDWORKS EPDM

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…

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