SOLIDWORKS Revision

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 PDM Revision Numbering System for major and minor revisions For this example, we’re going to create a system that uses uppercase alphabetical for major revisions, and numerical for a minor revision.  For example = A-01, B-01, C-01, C-02, C-03 etc. First, we have to create our revision numbering components… Administration Tool > Revisions > Revision Number Components Right-Click >  New Component… Next, we have to create the Revision Number System… Administration Tool > Revisions > Revision numbers Right-Click >  New revision number… Add the revision number components we created in the previous step Now we have to implement this into the workflow.  In the appropriate workflow and…

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Why is the SOLIDWORKS PDM Update Variable greyed out when using Set Revision?

A question I run into often while on tech support is: “Why is the SOLIDWORKS PDM Update Variable checkbox greyed out when using the Set Revision tool?” The minimum permissions required to use Set Revision are; Folder Permission Set Revision State Permission Set Revision But to also update the variable will require; Folder Permission Check out file State Permission Check out file With the Check out file permission added, you’ll be able to also update the variable when using Set Revision; If you’re of the mindset that the Check out file permissions shouldn’t be necessary to update the variable, you’re not alone.  There’s an existing enhancement request to have this requirement removed; SPR# 898366: ‘Set Revision’ feature should not require ‘Check Out File’ permission to increment revision without update to variable (data card). If this sounds appealing, you can vote on this via the SOLIDWORKS Customer Portal.

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How to easily Identify Revised Dimensions in SOLIDWORKS [VIDEO]

Learn how to easily track revised SOLIDWORKS dimensions by enabling an option that highlights dimensions on a drawing that have changed since it was last saved. Have you ever been in a situation where a change has been made to one of your models (especially by someone else), but the drawing was not updated until the details of the change have been long since forgotten or have not been communicated? Has your design ever been revised but the drawing was forgotten? Have you ever wished that SOLIDWORKS could tell you that a dimension in your drawing had changed since the last time it was saved? If you have ever wished for any of these things, then I have good news for you! If you go to Tools > Options, then under the System Options tab, you select Colors from the list on the left, you will find an oft-overlooked check…

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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 of settings related to revision information.  You might be wondering how these all work together.  Here is a basic overview of how a workflow will automatically increment the SOLIDWORKS PDM Revision. There are two parts to the process: Setting the revision information in the State, Then creating the actual action that will increment the revision in the Transition (the screen shots below are an example using the default Workflow with the default Vault setup in SOLIDWORKS PDM). Revision information in the State Before a Transition can be set up to increment the SOLIDWORKS PDM revision value, the state must be told what “Revision Number” will be used….

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SOLIDWORKS Electrical Revision Clouds

New to SOLIDWORKS Electrical 2017 is the ability to easily draw various revision clouds.  Revision clouds are commonly used in all industries to help call attention to certain areas where a revision was made, or should be made on a specific drawing. These revision clouds are now easily created in SOLIDWORKS Electrical by simply using the new “Cloud” drawing command from the Draw ribbon. Three different forms can be used to represent the cloud; rectangular, elliptical or freehand. The forms can be directly selected in the ribbon, or in the dockable panel during the insertion. Once a specific form is selected you can easily size the revision clouds to encompass whatever you would like on your drawings. This new functionality will help improve readability to electrical drawings as well as improve the design efficiency for the electrical designers. SOLIDWORKS 2017 Resources Access our resources page to get everything you need to learn…

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How SOLIDWORKS PDM Reference/Revision Control aids project management

Have you ever spent a lot of time working on a SOLIDWORKS project only to come back later to find out that it has broken or missing file references? Perhaps one of the parts that was inside your assembly has been moved or renamed. A very common issue that users have when working on projects with a team is reference and revision control. Watch the video below to see exactly how SOLIDWORKS PDM Reference and Revision control will help eliminate the risk of using an incorrect file. SOLIDWORKS PDM Reference Vaulted System SOLIDWORKS PDM has a vaulted system that keeps track of all of its files. If one of your co-workers moves a file that was being referenced within your project into your template folder the next time you open the assembly there will be no problems. This is because the vaulted system maintains references even if the part’s name or location is changed. Since…

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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 when it comes down to implementing a PDM system, it is important to make a plan and ensure you not only have a way to track the changes but also standardize and automate as much of the process as possible.  The end result is not only a reduction in errors related to using the wrong revisions but there is a potential for a tremendous amount of time savings. On-demand Webinar The following webinar that we put together does a great job at going behind the scenes of revision control and demonstrates How easy it is to have a simple process control when revisions are created and…

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How to manually set a SOLIDWORKS PDM File Revision

If you needed to bring a file into a PDM Vault that already had an assigned revision level, it used to be a very time consuming process to match up the revision information with the vault database. In SOLIDWORKS PDM 2016 however, this is now much easier to do! A new “Set Revision” command allows users with the appropriate permissions to directly set the Revision of the file to exactly what it should be and at the same time update the data card revision variable information if necessary. To do so, a user must have “Set Revision” permission, which administrators can apply from the Folder Permissions and the State Permissions. Set SOLIDWORKS PDM File Revision The file must be checked in, and be in a state that has a revision scheme defined.  The Revision variable must be assigned in the state information for the Set Revision command to be able to update the variable value. To…

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