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 assignable 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 need to create a […]

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12 Days of InFlow – Project Management

Now that we have Santa and his workshop functioning with the Elf Change Management process in SOLIDWORKS Manage, it’s time to tackle another one of Santa’s requests. This time, Santa wants help with Project Management. The North Pole design department is looking at SOLIDWORKS Manage to standardize their New Toy Development projects. Every year, there are 1000’s of New Product Development projects going on, at any given time. The Project Managers are complaining about the chaos that comes with every […]

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12 Days of InFlow – Custom Dashboards

Santa can get pretty disgruntled when he has to deal with all the complaints and requests from Elves and parents. If you don’t believe me, just listen to Weird Al’s song, “The Night Santa Went Crazy”. He has to capture the requests, turn them into change orders, and then notify the workshop about every important design change. The simple task of tracking the incoming Elf Change Requests can become a nightmare, all year long. We don’t want a disgruntled Santa, […]

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12 Days of InFlow – DriveWorks Tables

Can you imagine making toys for every boy and girl in the world? Think about all of the toys out there that are pretty much the same but are just a little bit different. The designs are similar, and we want similar results from the design team. When we talked with the elven design team, they presented these challenges to us and I knew the tool for them: DriveWorks. I’ve talked at length in other posts about how much I […]

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12 Days of InFlow

It’s officially the holiday season and we’re pretty excited over at InFlow Technology! Holiday parties are happening, people are getting ready for end-of-the-year family trips, and everyone is in the holiday spirit. But just because we’re all ready to celebrate, doesn’t mean we can’t take some time to share some of our favorite tips, tricks, and features of the products we support. Over the next 12 days, the presales team will be posting a series of blogs. We will be […]

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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, when you get that 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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Serial Number Flexibility with PDMSave

The Problem Serial numbers are a very useful tool in PDM. They allow me to sequentially number my parts as I create them, making it easier to keep track of them and ensure they have been numbered correctly. However, I can run into problems if I have multiple projects on my plate. If I want to use different SOLIDWORKS PDM serial numbers to name everything, I run out of options. This is because I can only use one serial number […]

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SOLIDWORKS 2019 What’s New – User Comments – #SW2019

This 2019 release will feature enhanced granularity in mandatory comment control, now including mandatory state change options, and check-in/version comments. This means that you have the ability to now make commenting on state changes mandatory, creating the opportunity for more detailed document history. If you go into the PDM Administration tool, you’ll find the following new options: Must enter version comments Must enter state change comments As found in Administrative Permissions for a group shown below: As found in state […]

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SOLIDWORKS 2019 What’s New – Conditional Notifications in PDM Workflows (PDM Professional Only) – #SW2019

New functionality in SOLIDWORKS PDM Professional 2019 is the introduction of Conditional Notifications in Workflows. Prior to the 2019 release of SOLIDWORKS PDM Professional, notifications would be sent to users (or groups of users) during a transition between states. While the you could make the recipients of the notification dynamic (selectable by the user performing the transition), there was not a way to define when to not send the notification at all. With 2019, in the Workflow editor, you can […]

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