SOLIDWORKS PDM 101: Setting Document Revisions

In a previous article, we discussed the inner workings of PDM versions. In a nutshell, versions are the way PDM tracks the changes to individual files. Every time we make an official change to a file, a new version is created and added to the file’s history. The good news is that the system handles versions for us automatically. If you want to know more about versions and how they work, check out our last PDM 101 here. People often ask if file versions and file revisions are the same thing. In some other systems, the term is interchangeable. That means whenever a change is completed by the user the […]

SOLIDWORKS PDM 101: What is a Document Version?

One of the fundamental parts of any PDM system is its ability to track the history of documents. How it tracks that history can vary from system to system. With SOLIDWORKS PDM, it does this through document versions. So, that begs the question, “What is a Version in the SOLIDWORKS PDM vault?” The short answer is that a version is a “snap shot in time” of a particular document. Versions are created in PDM as we make changes to the files in the system. By default, all the files in PDM are locked down and read-only (vaulted). In order to make a change, we have to take ownership of that […]

SOLIDWORKS: PDM 101 – File Types and Duplicate File Control

An often overlooked area of SOLIDWORKS PDM is the File Type options found in the admin tool. These options allow you to control how duplicate files are handled in your vault. You can disallow all duplicates or only include certain file types. There are a couple other settings, but those are only required if you use items or if your drawing previews need troubleshooting. The main reason for opening file types is to configure duplicate file rules. Before we dive into what you can do with files types, let’s talk about what is under the File Types node. The list that you see in the image below will be different […]

SOLIDWORKS PDM 101: Content Search – Explore Inside Your Files

Content search is a feature that has been available in SOLIDWORKS PDM for many years. It was on a brief hiatus when Windows Server dropped support for the key feature that made content search possible. Well, its back with Windows Server 2012 and SOLIDWORKS PDM Professional! If you are new to content search, this feature allows your PDM users to search within the text of files stored in the system. For example, if you search for the phrase “Critical Change”, all files with that text anywhere in the document will be returned. This can be very useful if you have a lot of files that do not have metadata to […]

DriveWorks – Using Character Codes to Jazz up your SOLIDWORKS Annotations

DriveWorks is the design automation tool for companies that engineer to order. Using DriveWorks we can create infinite variations of your product in a fraction of the time done manually. Leveraging DriveWorks to generate drawings is one of the many advantages design automation brings to the table. DriveWorks allows you to adjust your drawing sheets, views, and annotations to fit your new designs. Things like scale, dimension positions, and even annotation text can updated based on the changes to the model. One feature that is often overlooked is the ability to have dynamic notes on your print. You can take information gathered from driveworks and pass it along to the […]

Moving from DriveWorks Xpress to DriveWorks Solo

DriveWorks Xpress is the design automation tool included with every seat of SOLIDWORKS. The Xpress edition allows you to get to know this easy to use tool, but is limited to only a portion of what is possible in the world of knowledge based engineering. If you want dynamic forms that you can customize to fit your projects requirements, If you need access to more functions to allow you to write more complex rules, If you need more control over your models and drawings, you will want to check out DriveWorks Solo – the automation tool for companies that engineer-to-order. You can even try it out using the 30-day free […]

How To: Set Default Values on Enterprise PDM Search Cards

Search is easily the most used feature in Enterprise PDM. Would you like to save your users time and effort finding the files they need? Try adding default values to your search cards to make searching easier. Here is how to do it 1. Open the search card in the card editor 2. Identify the variables (search fields) you want to set – Notice that you can't set a default value in the property pane like you can in all other card types 3. Open the "Default Values" command from the "Card" menu 4. Set your defaults It is just that easy. Here is a list of commonly used default values: […]

How to: Generate a PDF during a Release Process using WorkFlow in ePDM

Generating PDFs for SolidWorks drawings is a common request by our customers. Here is a step-by-step process to add this to your workflow in Enterprise PDM. By following these steps, you can produce secure, flat files that can be shared with users via email or in other departments. You can also speed up design time by eliminating the manual process of saving out multiple file types. You can use this same process to automatically create step files, IGES, Parasolids, pretty much any file type you can “save-as” out to SolidWorks. If you need more assistance or have questions, please contact Inflow Technology Support at 888-285-2285 or at Ryan Dally […]

EPDM Tips and Tricks – Add Custom Properties to Your Dialog Boxes

Ever wanted to get more glance-able information in your Check-In/Check-Out dialog boxes? How about your Contains Tab? Well, you can now add custom Column to these areas of your vault interface. Step 1. Right Click on the column header in the dialog screen and select “More” from the fly-out menu. Step 2. Select the columns to display in the file listing Step 3. Enjoy your new information, now available outside of the data card. More to know You can reposition the new column after it has been added. Just drag and drop. The added columns are for your machine only. Every user can have their own personalized column set. You […]

Design Automation with DriveWorks for SolidWorks – Rule Spotlight – The IF Statement

DriveWorks is the design automation tool for companies that engineer to order. Using DriveWorks we can create infinite variations of your product in a fraction of the time done manually. DriveWorks does this though it's easy to learn rules engine. What is a rule? A rule is a formula used to control the value of the item to which it is attached, e.g. a dimension of a feature, or the name of a drawing. Today we will showcase a particular rule we can use to drive our models. Rule Spotlight – The IF Statement The IF statement is one of the most frequently used rules in DriveWorks. It allows us […]