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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SOLIDWORKS PDM Vault Maintenance: How to split your archive onto multiple discs

Is your Vault Server (known as the Archive Server) nearly out of space? PDM has functionality to help you make space temporarily until the situation can be rectified or simply choose to span files across multiple drives. **WARNING** Due NOT relocate Files while users are in the vault. Doing so could risk file or data corruption. Preparation Ensure User activity is stopped. Logins may be blocked from the admin tool and License usage may be checked from the Licensing section […]

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Automatic Part Numbering – SOLIDWORKS PDM Professional

In this post, we are going to look at automatic part numbering in SOLIDWORKS PDM Professional. The setup takes a few minutes, but the benefits are long-lasting. For this setup, we will be creating a sequential serial number to drive our SolidWorks components (1XXXXX), a numbering system to auto number SOLIDWORKS assemblies (6XXXXX), and a list of numbers for tooling creation (T-XXXX using a pre-defined list). In this example, our engineers will utilize the numbering for SOLIDWORKS parts and assemblies. […]

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Managing SOLIDWORKS toolbox files in PDM

When it comes to managing SOLIDWORKS toolbox files in PDM there are 2 aspects to consider. Should I use SOLIDWORKS PDM to manage my toolbox files? How do I set up SOLIDWORKS PDM to manage my toolbox files? Let’s start with the first question. Some of the reasons you would want to manage your toolbox files in PDM: The need for all SOLIDWORKS users to access the same toolbox data instead of each user having their own, separate, toolbox. Capturing […]

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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 […]

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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 […]

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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 […]

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PDM Branch/Merge

First, what is the new 2018 PDM Pro Branch/Merge? Say you have a spreadsheet file that you want to experiment with. You may make a copy of that file, make your changes. Then later if you want these changes “permanent” you save the new file on top of the original. It’s easy if you have a single file, but with an entire assembly with many files, branch/merge helps you keep track and automate the procedure. Even at first glance, the […]

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