Open a file with a PDM data card button

Remember Hannah’s blog post showing some of the clever things you can do with SOLIDWORKS PDM data card buttons? The last topic in the article was showing how to use a data card button to open a file. I thought it would be fun to take a deeper dive into her concept to see how much further we could go. What if the AcroRd32.exe is in multiple locations within your company? It seems unlikely that everyone in a company would […]

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Delete or Destroy: SOLIDWORKS PDM

There’s a commercial that used to play all the time. It wasn’t long ago, probably within the past year. The essence of the commercial is that you wouldn’t take your child on a space mission with you because he/she will just click every button. Can you imagine the never ending question, “what does this do?” Well when people start using SOLIDWORKS PDM for the first time, that tends to be the first question our of their mouth. This week, we’re […]

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How Can You Save Money with PDM Standard?

Saving Money with PDM Standard What is PDM Standard? PDM Standard is a free tool that exists within any SOLIDWORKS Professional or SOLIDWORKS Premium license. This means that if you have at least SOLIDWORKS Professional today, then you can start using PDM Standard as well. Obviously, there are tremendous benefits to using a PDM system. And having access to a free tool right now makes this avenue appealing for many people. Today, let me walk you through how you can […]

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You have reached the end of the revision list?

In SOLIDWORKS PDM, if you choose to assign your revision number component with a value from a list, you have three options of what you want PDM to do when a user has reached the end of the revision list. My old standby joke here is to “Refuse the operation” and send an e-mail to human resources, because if someone that makes that many revisions to a file, they should be fired. That joke is fourteen years old. It has […]

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Saving PDM Convert Task Output to Parallel Folders

The Convert Task in SOLIDWORKS PDM is a utility to automatically convert SOLIDWORKS files to many different outputs. The most common file types are PDF and DXF, refer to the PDM Administration Guide for a complete list. (PDM Standard includes PDF output only). For this blog we will focus on PDF output. Limited options are available for the converted output. Listed below are the “out of the box” options for output file locations: Source Folder Path (location of file to […]

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A Day In The Life – PDM Administrator

My primary job at InFlow Technology is to discuss our offerings with customers and to help them find the best solution. One of the primary products I deal with on a daily basis is SOLIDWORKS PDM. Often, the discussion begins as a Q&A to discover what version of PDM best suits their needs. As we wind down the conversation, we discuss the topic of administrator training. I always encourage enrolling in a PDM Administrator class if you are going to […]

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Filtered Droplists in PDM Standard

Here is a screen shot from my SOLIDWORKS PDM Standard data card. When the user chooses his material type as “metal” his material droplist is filtered to show only metals, if he chooses plastics, his droplist is filtered to only show plastics. This is something rather simple to do with SOLIDWORKS PDM Pro, but this is PDM Standard! Can you guess why type of amazing sorcery is going here? You are actually looking at a combobox droplist [for material type] […]

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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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Change the Default SOLIDWORKS Task Pane to PDM

How often do you use the SOLIDWORKS PDM task pane? Do you use it more than the default SOLIDWORKS Resources task pane? You’re in luck! If you are manually changing the task pane every time you open SOLIDWORKS, there is a better way! First introduced in 2019, there is now an easy way to set PDM as the default task pane tab! Switching the default task pane tab to PDM is easy! Just follow the steps and image below. Right […]

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Comparing SOLIDWORKS PDM and SOLIDWORKS Manage

SOLIDWORKS PDM has been on the market for a number of years now; its capabilities and functionalities are well known throughout the globe. But what about SOLIDWORKS Manage? Do you know what it is, what it does, or how it can help bridge some functionality gaps in existing systems? Let’s briefly compare SOLIDWORKS PDM and SOLIDWORKS Manage. Today, SOLIDWORKS PDM is a powerful data management solution for most of our customers. However, if you are looking for added capability such […]

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