How do I change the workflow state in Solidworks PDM?

Contents

How do I change the workflow in PDM?

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

Right-Click in the open area of the old workflow and select “New Workflow Link” …
Select the Workflow Link Properties, new workflow where the files will be moved and the state files need to be moved to.

How do I change the PDM revision in Solidworks?

To set a revision number:

Select the file and click Modify > Set Revision.
In the Set Revision dialog box, verify that the revision number can be set. …
Select one or more files to transition, and set column values as needed.
Select the next revision.

What is private state in Solidworks PDM?

Private State files are files that other users have added to the vault, but have not yet checked in. In SOLIDWORKS PDM Professional vault, if your administrator has given you permission, you can see files that are in the private state.

What is PDM workflow?

SOLIDWORKS PDM workflows represent internal workflows practiced in your company. A workflow can control the life cycle of a document, project, or process by defining what files a user or group can access.

How do I move files to PDM?

To move a file structure to multiple folders:

Select the parent file and click Tools > Move Tree.
In the Move Tree dialog box, in Default Destination click Browse to navigate to the primary destination folder.
To specify other folder locations for specific files: …
Set the remaining options.

IT IS INTERESTING: Can you install Fusion 360 on Chromebook?

How do you activate the revision symbol in solidworks?

In Tools > Options > System Options > Drawings , select Enable symbol when adding new revision. When selected, any time you insert a row in a revision table, the Revision Symbol tool opens so you can insert revision symbols in the drawing.

How do I manage solidworks files without PDM?

Webinar Preview – Managing SOLIDWORKS Files Without PDM

File referencing.
Simple drawing and part revisioning. Comments. Design Binders. …
Assembly revisioning. Save as. Save as Copy and Continue. …
In-Context part considerations.
Pack and Go. Setting the search path to find all files.
Re-referencing files. On Load. After Load.

What does Solidworks PDM do?

With SOLIDWORKS PDM, you can create and maintain a single data location and vault that can be accessed by users to store and retrieve files. With SOLIDWORKS PDM products, data is kept secure, up-to-date, and accessible. The system eliminates duplicate work and delays, while saving time and development costs.