Enterprise PDM User Lists

In SolidWorks Enterprise PDM, you can add a drop-down list to the datacard so that the user can easily select from the list of PDM users.  For example, if you want to pick a project manager, instead of typing in a name, you can pick from the list of PDM users.  See the screenshot:

 Fulluserlist

In this example, Fred, Jeff, and Mark are part of the Project Manager Group in PDM, but the default method shows you all PDM users.  If you are looking to select a project manager, you cannot tell which user is part of the project manager group.  In order to define a project manager group list, you have to define a PDM list based on a SQL query.  To do this, go to Lists in the Enterprise PDM Admin tool.  Create a new list called Project Manager (or your list name).  The list should be a SQL type list.  In the query box, type in the following:

SELECT     Users.FullName
FROM         Groups INNER JOIN
                      GroupMembers ON Groups.GroupID = GroupMembers.GroupID INNER JOIN
                      Users ON GroupMembers.UserID = Users.UserID
WHERE     (Groups.Groupname = 'Project Managers')

In the bottom area of the list, type in your SQL connection information and then select Test.  The list should look like this:

PMSQLList  

Once your list is saved, link it to your project manager attribute on your data card.  The result should look like this:

Pmuserlist 

As users are added to the project manager group, the list updates automatically.  You can set up a list for all your groups or combine multiple groups in a single list.  For more information or questions, contact InFlow Technology.

3 comments on “Enterprise PDM User Lists

  1. nice script. would it be possible to adjust this so that it returns the group name and members for all the groups in the vault? in a list like this
    eg.
    listing all the groups and their members.
    hope you can help.
    John

  2. like this.
    GROUPNAME – GROUPMEMBER
    MANAGERS – DAVID;JAMES;ROD
    ENGINEERS – STUART;PAUL
    CONTRACTORS – SUE;JIM;STEVE

  3. John,
    This could be done. Would you want to see a line for each member of the group or one line per group? Would you want the list exactly the way you show it in your example?
    Justin

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