You can associate files in the vault with a pre-determined workflow that moves the files through a design and approval process. You can change the state of a file to move it through the workflow manually.
To display this dialog box:
- In File Explorer, select the files and click and select a state transition.
- In SolidWorks, in the Task Pane, select the files, right-click, select Change State, and select a state transition.
File List
To display hidden columns in the Change state on files table, right-click any column heading and select hidden columns. Right-click selected columns to hide columns.
| File name |
Lists selected files and files referenced by them. For assemblies, the list can include drawings, parts, subassemblies, and SolidWorks Simulation files.
The related drawings can be in the current folder or in a folder elsewhere in the vault. By default, Enterprise PDM checks the entire vault for related drawings. The scope of the search depends on administrative settings.
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| Result |
Result of validation, either OK, a warning, or an error.
For parallel transitions that require more than one approval, the Result column indicates:
 The number of additional users that must approve the transition. A warning with text indicating why the file cannot be transitioned. For example, that the transition is already pending for a referenced file.
To quickly locate files that require additional approvals or files with warnings, click Ctrl + the up-arrow or down-arrow on the numeric keypad.
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| Change state |
Applies state transition to selected files. |
| Version |
File version to transition. |
| Found in |
Vault folder containing the file. |
| State |
Workflow state of the file, for example, Submit for Approval or No Approval Required. |
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 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 provide a notification 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 |
Transitions configured for dynamic notifications only Select notification recipients from the list.
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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. |
| Select All |
Selects all files, so that you can check or clear the Get column. |
| Select Files |
Lets you use wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Get column. |
| Show Tree Lines |
Adds tree lines to the File Name column. |
| Change State on All Files |
Selects all files in the Change State column. |
| Open File List |
Opens a list of the files in Microsoft Excel. |
| Save File List |
Lets you save the file list as a comma-separated .txt file. |