Importing Files with Pre-Existing Revisions into a PDM Standard Vault

Introduction If you’ve ever tried to put a file with a pre-existing revision into a PDM Standard vault, you may be familiar with the following scenario: 1. LegacyPart.SLDPRT is at revision “C” and needs to be moved from the folder on your Desktop into your PDM vault Custom Properties for LegacyPart.SLDPRT 2. You save LegacyPart.SLDPRT into the vault and the revision is set to “C” on the data card (so far so good) Data card for LegacyPart.SLDPRT after initial check […]

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Update Version-Free Variables in SOLIDWORKS PDM

The tools that we have at InFlow Technology are second to none. I’ve done posts before about our PigeonHole and PDMSave tools. Additionally, we have great tools like Convert and our Productivity Pack. Now, I want to introduce you to a tool that has flown under-the-radar so far: our Version-Free Property Updater. With the Version-Free Property Updater, you can quickly and efficiently update a list of version-free variables within SOLIDWORKS PDM. How do we update those variables today? I’m glad […]

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Pre-Release vs Post-Release Revision Schemes in SOLIDWORKS PDM

Introduction Deciding when revisions should be incremented in a release cycle is a common debate that takes place when configuring workflows in SOLIDWORKS PDM. Should the revision be incremented before you start modifying the file to represent the new release, or after to represent the completion of your work and the transition to a released state? The answer: you can do it whichever way makes more sense to you, but there are some drawbacks to each approach that should be […]

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12 Days of InFlow – Task Assignments

  With Santa and his design team fully adopting SOLIDWORKS Manage for their advanced product data management needs, we decided to showcase one last Manage feature. This feature makes life easier at the North Pole. In this post, we will look at assignable tasks, in SOLIDWORKS Manage. Tasks are a building block to the SOLIDWORKS Manage system. They can be created automatically when we create project templates or start a new process, but what if we need to create a […]

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SOLIDWORKS 2020 What’s New – Defining Child Reference State Conditions – #SW2020

When using SOLIDWORKS PDM it is important to release components in the appropriate order. PDM users learn that releasing a parent file before its children will result in the parent file referencing an earlier version of its children. In other words, the result can be a discrepancy between the “as built” and “latest” version of a parent assemblies’ references. In PDM 2020 the transition of a parent file can be prevented unless its immediate children meet conditions. It is now […]

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SOLIDWORKS 2020 What’s New – You’ll get 2020 vision into your vault with the new PDM Searches

PDM Pro and Standard got a significant search feature boost in the 2020 release. The ability to search across multiple variables at once in edit boxes “AND”, “OR” and “NOT” Operators Quick search from within Windows Explorer – you don’t have to use search cards anymore The ability to search across multiple variables at once When editing a search card, there is a new property for Edit boxes: “Multi-variable”. When you check that option the variable drop list changes to […]

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Backing up PDM: The Minimum Requirements

Whether it be due to a hard drive failure, a bad rollback, a ransomware attack, or a natural disaster, the need for data recovery is always going to strike, ready or not. Here are some common questions you should be asking about your backups and data recovery plan for SOLIDWORKS PDM: What type of backups do I need? A SOLIDWORKS PDM environment has three major components that work together. Each part Is important to the recovery of the system. PDM […]

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PDM Search from the command line

Today I set a goal for myself to figure out a way to search for files in my PDM Pro vault from the command line. It is true that I can start the search tool from the command line. (<install dir>\search.exe), but I wanted something faster. I just want to type the command and a file name, hit enter, and have my file appear in Windows Explorer right before my eyes. I certainly could create an application with Visual Studio, […]

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SOLIDWORKS PDM 2019 What’s New – File Shortcut Menu – #SW2019

SOLIDWORKS 2019 What’s New – File Shortcut Menu – #SW2019 This 2019 release of SOLIDWORKS PDM will have updates to accessibility to specific PDM functions, such as Check-In or Get Latest, throughout the vault. This blog will focus on the Right Mouse Click menu in specific tabs on the Window Explorer. In previous versions of SOLIDWORKS PDM, the File Shortcut Menu was only available in the Windows Explorer File View. This meant that right clicking on a file that you […]

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SOLIDWORKS 2019 What’s New – Conditional Notifications in PDM Workflows (PDM Professional Only) – #SW2019

New functionality in SOLIDWORKS PDM Professional 2019 is the introduction of Conditional Notifications in Workflows. Prior to the 2019 release of SOLIDWORKS PDM Professional, notifications would be sent to users (or groups of users) during a transition between states. While the you could make the recipients of the notification dynamic (selectable by the user performing the transition), there was not a way to define when to not send the notification at all. With 2019, in the Workflow editor, you can […]

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