Filtered Droplists in PDM Standard

Here is a screen shot from my SOLIDWORKS PDM Standard data card. When the user chooses his material type as “metal” his material droplist is filtered to show only metals, if he chooses plastics, his droplist is filtered to only show plastics. This is something rather simple to do with SOLIDWORKS PDM Pro, but this is PDM Standard! Can you guess why type of amazing sorcery is going here? You are actually looking at a combobox droplist [for material type] […]

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Importing Files with Pre-Existing Revisions into a PDM Standard Vault

Introduction If you’ve ever tried to put a file with a pre-existing revision into a PDM Standard vault, you may be familiar with the following scenario: 1. LegacyPart.SLDPRT is at revision “C” and needs to be moved from the folder on your Desktop into your PDM vault Custom Properties for LegacyPart.SLDPRT 2. You save LegacyPart.SLDPRT into the vault and the revision is set to “C” on the data card (so far so good) Data card for LegacyPart.SLDPRT after initial check […]

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Configuring Menus for Your PDM Users

In some cases, PDM Admins are not aware of the option to customize various PDM menus for their users. The page to do this can be found by right-clicking a user or group in the PDM Admin tool and selecting Settings. Then the Menus page or node can be selected, and controls will be visible to change the menu options that appear to users when they are viewing files in the vault in Windows Explorer. Keep in mind that menu […]

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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 […]

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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 […]

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SOLIDWORKS: Understanding PDM Workflows

New to Solidworks PDM or considering it as a solution at your company?  Maybe you have used Solidworks PDM for years but workflows are still a bit of a mystery?  I hope to provide you some workflow basics that will take some of the mystery out of how they are configured and their benefit potential. This is not a replacement for Solidworks PDM Administration Training or a comprehensive functional description.  As always, Inflow Consultants are available to assist you in any […]

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SOLIDWORKS PDM Standard – Missing SQL Management Studio Tools?

  I recently did an installation of SOLIDWORKS PDM Standard and I know I selected the option for SQL Management Tools. Once the installation completed, I couldn't find the SQL Management Studio Tools in the Applications list anywhere. (Head scratching & self-doubt set in).   Not to worry, I checked the Installation Guide and found a great section: "Installing the SQL Server Express Management Studio" I followed along and the installation progressed right up until it failed, figures! Turns out […]

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