Problem

During the initial check-in of any document into SOLIDWORKS PDM, the file type and file path are checked to determine which Workflow the file will be placed into. There are five different types of Workflow Conditions that can be defined explicitly or via the Categories section of the PDM Administration Tool. These types are:

• Category
• File path
• Object type
• Revision
• Variable

The most commonly used conditions are File Path and Category. File Path can be used to filter files based on the folder they are in or the file extension (type of file). Category allows PDM Administrators to set up predefined groups of conditions. This can make setting workflow conditions on multiple workflows easier and more organized.

Solution

Below are the steps to edit the conditions of a Workflow:

1. Open the PDM Administration Tool (Windows Start Menu > SOLIDWORKS PDM > Administration)
2. Expand the Vault
3. Log in with the Admin account, or another account with full administrative permissions in the vault
4. Expand the Workflows section
5. Right-click on the Workflow to edit and select "Properties"
6. To add a new Condition, click the New button. Note: For the condition to be under an existing OR folder, make sure the OR folder is selected before clicking the New button.
7. To add a new OR folder, click the OR button.
8. Optional: Move existing conditions into or out of OR folders by dragging and dropping them in the desired location.

A file must meet ALL the conditions listed within the list of conditions. If the conditions contain one or more OR folders, they must meet all conditions as well as at least one condition within each OR folder. Below is an example of Admin Files.

In this Admin Files workflow, a valid file would have to be a .txt, .log, .docx, OR .doc file type and originate from a folder path that contains a folder labeled "Admin Files". As we can see, the OR folder allows one to specify a range of acceptable condition types.

For additional support, existing customers can submit a ticket or new customers can contact Hawk Ridge Systems.