SOLIDWORKS 2020 What’s New – Warning Users When Transitioning Files – #SW2020

Do you use SOLIDWORKS PDM workflows to submit files for approval? Are you kept up at night by the thought of sending a file through the workflow transition without first selecting the team member who must approve the file? Fear no more! New functionality in SOLIDWORKS PDM 2020 now displays a warning if you try to transition a file through a workflow transition without selecting a recipient. SOLIDWORKS workflows can be used to notify team members when a file changes […]

Read More

SOLIDWORKS 2020 What’s New – You’ll get 2020 vision into your vault with the new PDM Searches

PDM Pro and Standard got a significant search feature boost in the 2020 release. The ability to search across multiple variables at once in edit boxes “AND”, “OR” and “NOT” Operators Quick search from within Windows Explorer – you don’t have to use search cards anymore The ability to search across multiple variables at once When editing a search card, there is a new property for Edit boxes: “Multi-variable”. When you check that option the variable drop list changes to […]

Read More

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 […]

Read More

Automatic PDM Standard SQL Backups

It has been over a year since the release of SOLIDWORKS PDM Standard. Nearly everyone agrees PDM Standard is a huge step forward from Workgroup -though we did become a bit spoiled because making backups in Workgroup is much more straight forward than PDM Standard backups. It frightens me how many locations I visit where PDM is not properly being backed up. Most people seem to do a pretty good job ensuring their files are being backed up (any good […]

Read More

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. […]

Read More

SOLIDWORKS PDM Hyperlink Query

We have seen many instances where a SOLIDWORKS PDM administrator would like to provide hyperlinks to files inside the vault.  The hyperlinks would be used to quickly open files inside the vault from 3rd party applications like an ERP system. Problem: you need to use a special syntax link for your hyperlink, otherwise the file you need will not automatically cache into the explorer folder on your PDM client.  In other words, you cannot use “C:\Vault Name\Folder Name\filename.sldprt” as your […]

Read More

SOLIDWORKS PDM 101: Setting Document Revisions

In a previous article, we discussed the inner workings of PDM versions. In a nutshell, versions are the way PDM tracks the changes to individual files. Every time we make an official change to a file, a new version is created and added to the file’s history. The good news is that the system handles versions for us automatically. If you want to know more about versions and how they work, check out our last PDM 101 here. People often […]

Read More

SOLIDWORKS PDM 101: What is a Document Version?

One of the fundamental parts of any PDM system is its ability to track the history of documents. How it tracks that history can vary from system to system. With SOLIDWORKS PDM, it does this through document versions. So, that begs the question, “What is a Version in the SOLIDWORKS PDM vault?” The short answer is that a version is a “snap shot in time” of a particular document. Versions are created in PDM as we make changes to the […]

Read More

SOLIDWORKS: PDM 101 – File Types and Duplicate File Control

An often overlooked area of SOLIDWORKS PDM is the File Type options found in the admin tool. These options allow you to control how duplicate files are handled in your vault. You can disallow all duplicates or only include certain file types. There are a couple other settings, but those are only required if you use items or if your drawing previews need troubleshooting. The main reason for opening file types is to configure duplicate file rules. Before we dive […]

Read More

What’s new in Solidworks 2017? Rollbacks now include their references!

What’s new in Solidworks PDM 2017? Rollback a file with references! Rollbacks, what are they all about? Rolling back a file in PDM is often a last resort for returning a file to a previous state or version (and I’d like to add that I always recommend against using it, as most the time you can check a file out, get a previous version, then overwrite the current version with the older version) Now, with all that said, one of […]

Read More