Using columns with a search card in Solidworks PDM Pro and Standard

Using columns with a search card in Solidworks PDM Pro and Standard So you’ve searched for something in the vault, but the results might not have all the information you’re looking for. Can something be done to the search results so that more information is displayed when a search is run? Can these results be unique depending on which search card you use? Well, you’re in luck, in both cases it can. So how would one go about changing the different results? This is modified in the PDM Administration Tool (Start > Administration or Tools > Administration (see image 1)). If your logged-in user has

That Was Easy: Using Buttons on a Data Card

That Was Easy: Using Buttons on a Data Card Have you ever wished that you could just have an “easy button” for something? Well, using SOLIDWORKS PDM Data Card controls, you can create your own! The Button control allows you to place a button on a data card that can be configured to launch a web page, open a file, browse to a location, or even run a custom add-in. Here are a couple of examples of how you can use buttons to make tasks just a bit easier. Launch a Web Page: Using a button to launch a web page is the easiest option to configure. To start, select […]

Automatic PDM Standard SQL Backups

It has been over a year since the release of SOLIDWORKS PDM Standard. Nearly everyone agrees PDM Standard is a huge step forward from Workgroup -though we did become a bit spoiled because making backups in Workgroup is much more straight forward than PDM Standard backups. It frightens me how many locations I visit where PDM is not properly being backed up. Most people seem to do a pretty good job ensuring their files are being backed up (any good file backup tool will do the trick), but many completely forget there is also a database component to PDM as well. PDM Standard’s database runs on SQL Express. The problem […]

OneDrive catching up with SOLIDWORKS PDM

Do you like the new “Status” field in OneDrive? (Maybe the best Windows 10 update so far?) I love it! I think Microsoft finally got it right. I love that they gave us placeholders so we can see what is in our cloud account but not necessarily on our local hard drive. Did you know we have been able to do something similar in SOLIDWORKS PDM for a long time? We can quickly see what files are in our local cache, which are not, and even what version of the file we have. In your PDM Administrator, create a “File List” column set and add “Version Number” to the list. […]

GET VERSION DIALOG VS GET LATEST VERSION DIALOG IN SOLIDWORKS PDM

Those of you who use SOLIDWORKS PDM Professional or Standard with the ability to get previous versions are likely already aware that there is functionality which allows you to get specific versions of files that you are interested in. This is available from a few different places within PDM, but most commonly accessed from the Actions menu within Windows Explorer. Under this menu there are two options. One is “Get Latest Version” and the other is “Get Version” which allows you to pick a specific version of the file you want to see. What you may not know is that the resulting reference file dialog box defaults to different options […]

SOLIDWORKS PDM Administrators…are you looking for more training?

SOLIDWORKS PDM Administrators…are you looking for more training? Since the SOLIDWORKS PDM product was introduced 10+ years ago, InFlow team members have trained hundreds of administrators. Recently, some of our administrators have asked for more. They are looking for classes to get a bit more out of the system, especially covering advanced topics or topics not covered in any training class. Earlier this year, we released 2 new classes and conducted those new classes for the first time in October. The first class launched was the SOLIDWORKS PDM Advanced Administrator class covering the following items in a 2 day class: Advanced Data Card Techniques Advanced Search Card Techniques Advanced Workflow […]

Solidworks PDM Local View Basics and Troubleshooting

There are some Unique aspects to Solidworks PDM in respect to other common software applications.  One of those unique aspects is the “Local View”.  This is written especially for those of you that are either new users of Solidworks PDM or responsible for installations or administration. What Is a Solidworks PDM Local View? Your Solidworks PDM Local View is an application mechanic that is rather unique compared to most applications. After the Solidworks PDM application is installed there is an additional utility called a “view setup” that must be run for the user to access files in a vault. Since vaults are singularly controlled entities, each vault will require its […]

Detailed Warnings – SOLIDWORKS PDM 2018 WHAT’S NEW

Detailed Warnings in Solidworks PDM 2018! Previous Behavior In Prior versions of Solidworks PDM, transition conditions resulted in a less than informative message for users making it difficult to remedy the situation or learn from it. New Behavior SOLIDWORKS PDM 2018 provides more-detailed warning messages when a transition fails. If one or more conditions are not met, the Warnings column displays: • A warning in case of one failed condition. • A hyperlink in case of multiple failed conditions or all failed OR conditions. You can click the hyperlink to see the details of the conditions that are not met. Based on the conditions defined in the transition, the warning […]

Export Search Results from Embedded Search – #SW2018

New in SOLIDWORKS PDM 2018, you now can export search results from the Embedded Search Window. Prior to 2018, this capability was only available in the Dedicated Search Tool which opened in a separate window. Additionally, because PDM Standard does not provide access to the Dedicated Search Tool, that meant that you could not export search results from PDM Standard. So an added benefit is that you can now export search results from PDM Standard searches. There are two new buttons\options displayed within the search interface embedded within Windows Explorer which allow you to export search results. Selecting the first of these two new buttons (Open search results) will open […]

Enhanced Permission Control – Undo Check Out – #SW2018

With SOLIDWORKS PDM 2018 you now have the option of allowing your entire administration group to undo the check out of a file checked out by another user on a different machine. Once the check out is undone, a comment is also placed in the history of the file. In the past, only the “admin” user was allowed the permission of undoing a check out on a different machine. It also was not tracked in the history of the file. The undo check out comment does not get added when a user undoes the check out of their own documents, but only when a user undoes the check out of […]