Use the Workflow Properties dialog box to specify the workflow name and description, and to define what files can enter the workflow.
To edit an existing workflow, expand Workflows, then right-click a workflow and select Properties.
To create a new workflow, right-click Workflows and select New Workflow.
| Name |
The workflow name as it appears in the Administration tree and Enterprise PDM Explorer.
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| Description |
Descriptive text that summarizes the purpose of the workflow.
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| Conditions |
Create any number of conditions to define what files can enter the workflow.
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Conditions
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The list of conditions and OR containers.
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| Type |
Select the condition type:
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Filepath - For files, matches by filename, extension, or path as specified by Argument.
For items, matches by item ID, extension (.<item>), or path (include the item root folder <items>). For example, both <items>\% and %.<item> match all items.
- Revision - Matches files and items by revision number as specified by Argument.
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Variable - Matches files and items by data card variable value (see Data Card Variables). Provide values for Variable Name, Configuration, and Argument.
- Object type - Matches files by object type (BOM, File, or Item) as specified by Argument.
- Category - Matches files and items by category as specified by Argument.
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| Variable Name |
(Only available when Type is Variable.) Select a file data card variable.
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| Configuration |
(Only available when Type is Variable.) To look for the variable value in a certain file data card configuration tab (configuration/model/layout), type the configuration name. Leave blank to search all configurations.
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| Argument |
Type or select the value used to determine what files match the condition. The value depends on your Type selection:
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Category - Select a category.
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Filepath - Type a filename or path. Use the % (percent) and _ (underscore) wildcard characters as needed. For items, include the <items> root folder.
All paths are relative to the vault root. Therefore, do not specify drive letters.
- Object type - Select BOM to match SolidWorks BOM (bill of materials) files, File to match all other file types, and Item to match items.
- Revision - Type a revision number to match against. Use the % (percent) and _ (underscore) wildcard characters as needed. For example, Rev A.% matches "Rev A.1", "Rev A.2", and so on.
- Variable - Type the variable value to match against. Use condition operators as needed (see the % (percent) and _ (underscore) wildcard characters as needed. For example, <5 means the specified variable's value must be less than 5.
For detailed help specifying condition operators, see Condition Operators for Workflows.
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| Argument Type |
Displays the argument data type. This field is read-only.
For example, if Type is Filepath, then Argument Type is Text. If Type is Variable and Variable Name is BOM Quantity, then Argument Type is Decimal.
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 Or |
Click to create an OR container. By default, all conditions must be true (AND). Use OR containers to group conditions where only one condition must be true.
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 New |
Click to create a new condition. You can then drag the condition into an OR container as needed.
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 Delete |
Click to delete the selected condition or OR container.
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