Bulk add variables – SOLIDWORK PDM Pro Vault

If you have ever taken the SOLIDWORKS PDM Professional administration class, you know that in the very first lesson, SOLIDWORKS recommends that you make a nice, little chart pre-planning your variables. You are supposed to make a list of variables, the variable types and some notes on how that variable should be used. This certainly is a good idea. Good planning makes a good vault. You’re proud of your list. Lots of variables. Lots of time putting it all together… […]

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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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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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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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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 how to creating and assigning 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 […]

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Turkey, Stuffing, and… SOLIDWORKS PDM?

It’s Thanksgiving in the United States and I’m excited to sit down, watch the parade and some football, and eat my fill of delicious, home-cooked food. While everyone is off with their families and friends, I thought today would be a great time to write about 5 features in SOLIDWORKS PDM Professional that I’m thankful for. Each of these features covers a key need in the SOLIDWORKS community and each of them needs to be spotlighted. So, without further ado, […]

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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 – Warning Users When Transitioning Files – #SW2020

Do you use SOLIDWORKS PDM workflows to submit files for approval? Are you kept up at night by the thought of sending a file through the workflow transition without first selecting the team member who must approve the file? Fear no more! New functionality in SOLIDWORKS PDM 2020 now displays a warning if you try to transition a file through a workflow transition without selecting a recipient. SOLIDWORKS workflows can be used to notify team members when a file changes […]

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