Problem

This article describes how to manually set a file revision in PDM. This feature is useful when you need to bring a file into PDM that already has an assigned revision level and needs to match the revision information in the vault database. 

Solution

In order to manually set the revision, revision permissions must be enabled in the Administrator tool, and then a revision can be manually set. Follow the steps below:

1. Open the PDM Administration Tool from Windows Start Menu > SOLIDWORKS PDM > Administration

2. Expand "Users and Group Management" to select the group or user to adjust Properties with a double left-click

   

3. Go to Folder Permissions to enable "Set Revision" for the desired Folder

   

4. Go to State Permissions to enable "Set Revision" for the desired Workflow State

   

5. Click "OK" to close the Properties window
6. Make sure that the file is checked in and in a Workflow State configured for a revision scheme. The image below shows the Workflow State named "Initiated", configured for a revision scheme

7. To manually set the Revision, after selecting the file, go to "Modify" on the menu in the vault view, then select "Set Revision" as illustrated below

8. In the Set Revision dialog box, click on the "New Revision" column for the drop-down list to appear to select the desired revision, and check the "Update Variable" box so the new Revision level is written to the Data Card

9. Click "OK" so the database revision and the revision on the Data Card will be synced with the file's legacy revision level

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