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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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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SOLIDWORKS 2020 What’s New – Quick Search and Re-Ordering Search Columns

One of the best parts of the SolidWorks PDM interface is its integration into Windows Explorer. Users who are familiar with the Windows interface can intuitively browse the PDM vault without need for extensive training on specific systems and interfaces. However, the search functionality has always been one area where the comparison has not been totally apples to apples. Search Cards in PDM are robust and detailed, but for users less familiar with data cards and variables they can seem […]

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SOLIDWORKS 2020 What’s New – Logging out of PDM from Windows Explorer – #SW2020

How familiar is this scenario? You are going about your workday, using SOLIDWORKS PDM to help you with your productivity. Suddenly, you get a frantic call from a co-worker: “I need to get into PDM ASAP, but there aren’t any available licenses! I need you to log out so I can get in!” Now, to do that, you have to first remember where that log off menu is located. Once you do, you have to move your mouse all the […]

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