Setting up Category conditions

During the initial check-in of any document into SOLIDWORKS PDM, the file attributes are checked to determine which Category the file will be placed into. The attributes that are checked are determined by the conditions set up in each Category

Category Condition Types:

There are four different types of Category conditions that can be defined.

Condition Types:

-File path

-Object type

-Revision

-Variable

File Path is the most commonly used condition, and can be used to filter files based on the folder they are in, or file extension (type of file).

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

1. Open the PDM Administration tool and expand the vault

2. Log in with the Admin account, or another account with full administrative permissions in the vault

3. Expand the Categories section

4. Right click on the Category you want to edit and select Properties

Category Properties:

The most commonly used condition used to sort files upon initial check-in is File path. 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.

Example:

In this Admin Files Category, a valid file would have to be  .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.

To add a new Condition, click the New button. If you want the condition to be under an existing OR folder, make sure the OR folder is selected before click the New button.

To add a new OR folder, click the OR button.

You can also move existing conditions into or out of OR folders by dragging and dropping them in the desired location.