Hide Table of Contents

Adding Transition Actions

You can add any number of transition actions to a transition. A transition action triggers one or more predefined events when a file passes the transition. For example, you can define an action that sets a new revision number on a file and updates the Approved variable with the name of the user approving the file (electronically sign the file).

To add transition actions:

  1. In the workflow editor, click the transition you want to edit.
  2. In the transition's Properties dialog box, on the Actions tab, click Add Action.
  3. In the Transition Action dialog box, specify an action Description, select the action Type, provide other information as required by that type, then click OK.

    The new action appears in the list of actions on the Actions tab.

  4. Optionally add more actions.

    The actions run in the order they are listed in the Actions list.

    Enterprise PDM creates only one version of a file even if you add multiple variable actions to update different variables.

  5. Optionally change the order in which the actions are triggered:
    1. Click the action you want to move.
    2. Click Move Up or Move Down to move the action up or down in the trigger order.

    When updating a variable and setting the revision on a file at the same time (thereby creating a new version), it is recommended that you always place the Inc. revision action at the bottom of the list. If the revision action is triggered before the variable update, the revision number is set on the previous file version.

  6. When you are done adding actions and otherwise editing the transition, click OK.
  7. To save your changes, click Save (Administration toolbar) or File > Save.

Provide feedback on this topic

SOLIDWORKS welcomes your feedback concerning the presentation, accuracy, and thoroughness of the documentation. Use the form below to send your comments and suggestions about this topic directly to our documentation team. The documentation team cannot answer technical support questions. Click here for information about technical support.

* Required

Subject:   Feedback on Help Topics
Page:   Adding Transition Actions
*   I acknowledge I have read and I hereby accept the privacy policy under which my Personal Data will be used by Dassault Systèmes

Print Topic

Select the scope of content to print:


We have detected you are using a browser version older than Internet Explorer 7. For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer.

 Never show this message again

Web Help Content Version: SOLIDWORKS PDM 2012 SP05

To disable Web help from within SOLIDWORKS and use local help instead, click Help > Use SOLIDWORKS Web Help.

To report problems encountered with the Web help interface and search, contact your local support representative. To provide feedback on individual help topics, use the “Feedback on this topic” link on the individual topic page.