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 […]

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 […]


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 […]

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 PDM Branch/Merge function looks great. It is a fast way to do what-if scenarios. If you attended one of our What’s New in 2018 rollouts, you saw a nice example […]

Rollback in SOLIDWORKS PDM 2017: What You Need to Know

SOLIDWORKS PDM 2017 introduced some new functionality to the rollback feature, allowing users to rollback their files with references. Before 2017, Rollback was a very simple feature, where users could take a single file and roll it back to a previous version while permanently deleting the versions after it. The process could only destroy the data associated with a single file and the wizard for completing it was simple as a result: If a file was rolled back unintentionally or too far, the effected file could be recovered from a proper backup (if one was taken since the files last changes), or the changes to that one file could be […]

Folder Permission Assignment – SOLIDWORKS PDM 2018 What’s New

Folder Permission Assignment – #SW2018 SOLIDWORKS PDM 2018 has enhanced the assignment options for explicit folder permissions. In the past, you were only allowed to select a single folder at a time to assign permissions. Now in 2018 you can select multiple folders at a time via Shift+Click, Ctrl+Click Select, or Left-drag window. The Folder Permissions area will then display one of three statuses for the permissions checkbox. All Selected Folders Some of the selected folders None of the selected folders This will speed up the process of setting explicit folder permissions and lower the risk of errors or discrepancies between folders. I hope this part of the What’s New […]

Help my PDM preview won’t orbit or zoom, what’s the deal!

  Often during an upgrade from previous version to newer version of PDM you will be able to upgrade to the most recent corresponding version of eDrawings. The role that eDrawings plays in the operation of PDM has several features and benefit, but for this scenario it allows you visualize your models from within the PDM explorer preview tab, to view features and geometry on the fly without the need to open a part every time. However sometimes during the process of upgrading to a newer version of PDM, the newer version of eDrawings that is associated will not get registered to allow the functionality. So, the following is how […]

What are the special options available for Solid works licensing? Pun intended…

During the occasionally instance here at Inflow we get asked what the “edit” button allows you to do in the Solidworks Network License manager. If you were to click on this button from the Solidworks Network license manager you would be able to control various licenses settings for each user or group who uses the Solidworks software, which can allow greater functionality and decreased time. As noted earlier there are several option available to you that will allow you to have increased functionality and access to your users if you the option file setting. First and foremost, when setting up the option file it is critical to save the notepad […]

SOLIDWORKS: Filtering Configurations with Enovia 2016X

SOLIDWORKS configurations play a huge role in the way that many companies use the software. When it some to configurations, some companies will choose to use each configuration as a separate part number, while others choose to use the “one file, one part” methodology. No matter which method is in use in you company, you are most likely using configurations in some way, shape, or form. Even users that don’t consider configs as separate parts will most likely use them for simplified representation, alternate position, or one of the other thousands of uses. If your still telling yourself that you don’t use configurations at all, go ahead and create a sheet metal […]

Solidworks PDM 2017 – What’s New? – Reference Tree Display Enhancements

Have you moved multiple files at once through PDM workflow, and found it to be a bit confusing, and cumbersome trying to figure out just which part may be parent to what? Especially if several parts share the same parent, but not necessarily in the same assembly? Well in Solidworks PDM 2017, the reference tree in the dialogue box while performing Get, Set Revision, Do Transition (Change state), Copy Tree, and Move Tree has had a facelift. The improvement will show sub-parent relations (with the upward arrow, and in blue below), which also shows items that share similar parents: As opposed to the older Solidworks Reference Tree, which could be […]