Hide Table of Contents

Workflows

SOLIDWORKS PDM workflows represent internal workflows practiced in your company. A workflow can control the life cycle of a document, project, or process by defining what files a user or group can access.

For example, a workflow can define that the Engineering department has full access to engineering documents in the first stage of development, whereas the Quality Assurance group has access only after the documents have reached a ready-for-approval stage.

Use workflows to automate repetitive tasks such as:
  • Updating file data card information when a document moves through the workflow
  • Notifying users and groups when a document has reached a milestone
  • Assigning revision numbers to approved documents

By combining a workflow with add-ins created by SOLIDWORKS PDM Dispatch or other systems, you can automate publishing of documents and their data, for example, creating PDF files or distributing information to an intranet server as documents move through the workflow.

It is recommended that you define an entire workflow before adding associated files to the vault. However, you can also revise an active workflow.

When you create a new vault, SOLIDWORKS PDM creates a default workflow for you named Default Workflow. You can modify this workflow or create new ones to match the processes used in your company.



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

 
*Email:  
Subject:   Feedback on Help Topics
Page:   Workflows
*Comment:  

Print Topic

Select the scope of content to print:



x

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
x

Web Help Content Version: SOLIDWORKS PDM 2016 SP05

The search functionality within the web help is in a beta test phase and you may experience periodic delays or interruptions in its performance. These are the normal and ordinary features of a beta test and shall not under any circumstances give rise to any liability on the part of Dassault Systèmes SolidWorks Corporation or its licensors. The topics within the Web-based help are not beta topics; they document SOLIDWORKS PDM 2016 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.