SolidWorks Enterprise PDM File Explorer
Welcome to SolidWorks Enterprise PDM
Enterprise PDM Vault Access
File Explorer Interface
Versions and Revisions
Checking In Files
Checking Out Files
Undoing a Checkout
Viewing History
Viewing Versions
Comparing Versions
Comparing Versions Using SolidWorks Compare Documents
Getting File Versions
Using Labels to Identify Versions
Version Free Variables
File State Changes
Changing State via a Normal Transition
Changing State Via a Parallel Transition
Do Transition Dialog Box
Revoke Transition Dialog Box
Incrementing Revisions
Files and Folders
Searches
Reports
Bills of Materials
Notifications
Items
Tasks
Application Add-ins
Enterprise PDM File Viewer
SolidWorks Enterprise PDM Item Explorer
SolidWorks Enterprise PDM Administration Tool
SolidWorks Enterprise PDM Archive Server Configuration Tool
SolidWorks Enterprise PDM File Version Upgrade Tool
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Changing State via a Normal Transition

With a normal transition, only one user is required to run the transition to change the file's state.
To change a file's state, it must be checked in.

To change state using a normal transition:

  1. Either in File Explorer or the Enterprise PDM add-in pane within SolidWorks, select one or more files.
  2. Right-click and select Change State and a state transition.

    The state transitions that are available to you depend on the workflow designed by your administrator.

    The Do Transition dialog box displays information about the files, including referenced files.

  3. In the Do Transition dialog box, select one or more files to transition, and set column values as needed.

    See Do Transition Dialog Box.

  4. Enter a comment related to the change operation to store within the file history.
  5. For state transitions with dynamic notifications, enter a Notification comment and select notification recipients from the list.

    An administrator can configure dynamic notifications for a transition.

  6. For state transitions that require authentication, type your Enterprise PDM password.
  7. Click OK.

    The file's state changes in the State column of file list in Windows Explorer or the Workflow State column of the SolidWorks Enterprise PDM add-in in the SolidWorks task pane.



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Web Help Content Version: SolidWorks Enterprise PDM 2012 SP05

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