How to make PDM Pro’s Dispatch share files

Shared files in PDM give you the ability to have the exact same file exist in multiple folders. This is a handy way of sharing files without making copies. Below is a procedure to have SOLIDWORKS PDM Pro Dispatch create shared files automatically for you. How it works – behind the scenes [Warning: in this section I do get into some code writing. You don’t really need to know any of this to make it work in your Dispatch. If […]

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PDM hyperlinks to your clipboard – in plain text!

We thought 2018 was going to be a good year because that was the year SOLIDWORKS gave us the ability to copy a PDM file’s hyperlink to the clipboard. The excitement must have worn off because, even though the “Copy Link” function is still available on a file’s context sensitive menu, no mention of it can be found in the 2020 help file. The ability to create SOLIDWORKS PDM Pro hyperlinks to files and folders has been around for many […]

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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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Copy Tree and Move Tree: SOLIDWORKS PDM

What Does This Do? Copy Tree vs Move Tree Welcome to part 3 of our “What Does This Do?” series. Last week, we covered Branch and Merge and how to use those tools. This week, we’re going to take a look at another feature named for trees, Copy Tree and Move Tree. These two tools are pretty self-explanatory for their purpose. One makes a copy and one moves the files. However, I want to talk about some of the features […]

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Branch and Merge: SOLIDWORKS PDM

Last week, we covered the first topic in our “What does this do?” series – Delete versus Destroy. This week, let’s tackle another function that you might not be familiar with – Branch and Merge. The Branch and Merge features came out a few years back and to say it’s a game changer is an understatement. Anybody that has ever done prototyping can attest to that. The SOLIDWORKS PDM Branch and Merge features make it quick and easy to test […]

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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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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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