SOLIDWORKS PDM Card input Formulas: Capabilities and Limitations

This topic will be most useful to those with some experience working with Solidworks PDM administration. I intend to clarify questions about an aspect of Cards and PDM capability that often arises during new implementations and PDM configuration. Cards provide a large part of Solidworks PDM’s capability. They are often both familiar and confusing to those looking to build a vault that best fits with their internal operations. The are familiar in that they appear to be a form that contains data which are common in all aspects of our business and personal lives. The full capability however is not easily discerned as the mechanics are very specific to PDM […]

InFlow Technology Recognized by Dassault Systèmes as a Platinum Partner

InFlow Technology, was honored at the annual Dassault Systèmes partner meeting – earning Platinum Partner status as well as taking home an award for the top 3DEXPERIENCE Platform provider in North America. At InFlow Technology, we provide product lifecycle management and product data management solutions, with a focus on ENOVIA, SOLIDWORKS PDM, CATIA, and SIMULIA products, services, training, and support. “It starts with providing the right solutions and our commitment to making sure our clients are successful,” said Justin Webster, Vice President, InFlow Technology. We want to build lasting partnerships with our clients.” In 2017, we added CATIA 3D modeling and design software to our solution portfolio. CATIA is used in a wide […]

Using Lists with an Alias

What is an Alias List, and how does it help me? Great questions!          An Alias list is a list of values for use on a data card. An Alias list can be used in any of the following controls: Listbox  Droplist  Combobox  Combolist  An example way to use an Alias list is with a product line that includes a generic description as well as detailed codes belonging to the description. Such as a paint code. When viewed on the data card, the above list appears as this: When a selection is made and saved, the value that alias belongs to is placed into the custom properties […]

SOLIDWORKS PDM Professional Productivity Pack – PDM Folder Permission Manager Review

Last year the InFlow team announced the development of the PDM Productivity Pack. This set of tools has been developed to enhance the capabilities of PDM Professional administrators, in any organization. The PDM Productivity Pack contains a set of utilities that have been developed by our team of PDM experts. The PDM Productivity Pack includes the following utilities; Advanced Notification, File Move Tool, BOM Export, Set Revision Add-in, Property Updater, and Folder Permission Manager. In this post, we will take a quick look at the powerful “Folder Permission Manager”. Have you ever tried setting folder permissions on a large set of PDM folders? Or my favorite; setting up an entire […]

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 […]

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 […]