Changes the workflow state of items and files.
To display the Do Transition dialog box:
Right-click items and files, select Change State, and select a transition.
The items and files must be checked in.
Toolbar Buttons
Some commands accessed from toolbar buttons are also available on the shortcut menu.
Item or File List
To show or hide columns, right-click in the list and select .
You can sort the default and custom columns in tables in ascending, descending, or default order by clicking column headers. Column sorting is useful within large datasets. If you sort a column in ascending or descending order, the column is highlighted in green and an arrowhead appears. When you sort a column in a table, SOLIDWORKS PDM removes the file structure hierarchy. Sorting turns off Show Tree Lines and Show Reference Selection Control.
| File name |
Displays item ID or file name.
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| Warnings |
Result of validation, either blank, a warning, or an error. This column is blank if the validation is successful.
For parallel transitions that require more than one approval, the Warnings column indicates:
 The number of additional users that must approve the transition. A warning with text indicating why the file or item cannot be transitioned. For example, that the transition is already pending for a referenced file.
To quickly locate files or items with warnings, use the Next Warning  and Previous Warning  toolbar buttons or Ctrl + the up-arrow or down-arrow on the numeric keypad. |
| Change state |
Select items and files to transition.
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| Version |
Latest version number of the item or file in the vault.
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| Found in |
Vault folder containing the item or file.
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| State |
Workflow state of the item or file, such as Under Editing or Waiting for approval.
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Comments
| History |
(Parallel transitions only) Transition comments and notification comments made by users who have already approved the transition.
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| Comment |
Stores a comment within the file or item history about the change state operation. |
| Notification comment |
Stores a comment within the file history for state transitions with dynamic notifications.
When dynamic notifications are enabled, a user list lets the user performing a state change select notification recipients.
Administrators configure dynamic notifications for transitions.
Notifications for a parallel transition are held and sent as one notification when the file changes state on the last approval.
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| Notification list |
(Parallel transitions configured for dynamic notifications only) Lists users who can receive notifications for this transition.
Type a substring in the Filter field to hide recipients whose names do not contain the substring.
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Shortcut Menu Options
Right-click in the file list to access these menu options:
| Columns |
Lets you add or remove columns. |
| Show Reference Selection Controls |
For files or items with references, turns on a second check box to the right of parent files. Use the left check box to select or clear only the parent file or item.
Use the right check box to select or clear the parent file or item and all of its references.
If all check boxes are not in the same state, the added check box displays  .
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| Select All |
Selects all files or items, so that you can use a single keystroke to check or clear the Get column. |
| Select Files |
Displays a dialog box where you can specify wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Change state column. |
| Show Tree Lines |
Adds tree lines to the File name column. |
| Change Thumbnail Preview Size |
Changes the size of thumbnail previews as Small, Medium, or
Large. By default, Medium is selected. When you select the size in one table,
SOLIDWORKS PDM sets the same size in applicable tables and on tabs. The thumbnail previews for non-SOLIDWORKS files may not be clear when you select Medium or Large.
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| Change State on All Files |
Selects all files or items in the Change state column. |