Hide Table of Contents

Creating Workflows

You can create a new workflow to define a specific approval process for one or more file types or categories.

To create a workflow:

  1. Right-click Workflows and select New Workflow.
  2. In the Workflow Properties dialog box:
    1. Specify a workflow Name.
    2. Optionally specify a Description.
    3. Create any number of Conditions to define what vault files can enter this workflow.
    4. Click OK.

    The workflow editor window appears with a single initial state called Initiated.

  3. To define your workflow, do any of the following:
    • Edit the Initiated state to rename it, supply a description, and assign access rights to users and groups.
    • Create additional states.
    • Create transitions between states.
    • Link to another workflow.
  4. To save your workflow, click Save or File > Save .
  5. To test your workflow, check in files that both satisfy and do not satisfy the workflow conditions to see if they are assigned the initial state of your workflow.

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:   Creating Workflows
*   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 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.