Changing State Via a Parallel Transition (For SOLIDWORKS PDM Professional only)

If a parallel transition has been created, multiple users must run the transition before the file actually changes state.

This procedure describes how two users send a file back to editing by using a parallel transition to change its state.

  1. User A provides the first approval:
    1. Log in to the vault.
    2. Navigate to the file to be sent back to editing and select it.
    3. Click Modify > Change State > Editing required .
      The Editing required transition indicates the number of users who must run the transition.

      When the Do Transition dialog box appears, the Warnings column indicates that after this transition is run, one more user must perform the transition before the state of the file is changed.

    4. Ensure that Change state is checked.
    5. Enter a Comment.
      The comment appears in the file's history and in a History column that is added when the transition is run by other users.
    6. If dynamic notifications are enabled for the transition, enter a Notification comment and select the users to notify.
      On a parallel transition, notification comments are not sent until after the file changes state, which is after the required number of users transition the file.
    7. Click OK.
      The State column in the file list shows that the file did not change state.
  2. User B provides the second approval:
    1. Log in to the vault.
    2. Navigate to the file to be sent back to editing and select it.
    3. Click Modify > Change State > Editing required .
      The Editing required transition now indicates that one user has run the transition and that two users must run the transition to change the state of the file.

      When the Do Transition dialog box appears, there are no notes in the Warnings column, since if User B approves the transition, the required number of approvals has been reached.

      At the bottom of the dialog box, the History field shows the comments made by User A.

    4. Ensure that Change state is checked.
    5. Enter a Comment.
    6. If dynamic notifications are enabled for the transition, enter a Notification comment and select the users to notify.
    7. Click OK.
      The State column in the file list now shows that the file has changed state.