Hide Table of Contents

SolidWorks Enterprise PDM Task Pane

The Task Pane lets you view file variables and perform commands from a shortcut menu.

Click the SolidWorks Enterprise PDM tab of the Task Pane to view a hierarchical display of the selected Enterprise PDM file.

You can configure the appearance of the Task Pane and Preview Area. See SolidWorks Enterprise PDM Add-in Options.

To rearrange columns, drag a column header to a new location. File / Variable must be the first column.

Variables

The file list and the preview pane contain information variables.

Local version Version numbers for a file. For example, in the version numbers 3/3, the first number indicates the version you are viewing and the second is the number of versions. Bold numbers indicate that a newer version is available on the server.
Local revision The revision level assigned to the local version, for example, B.
Checked out by Displays the name of a user who has checked out the file.
Checked out in Location of the file that is checked out.
Workflow state The current state of the file as defined in the workflow.
Configuration The SolidWorks-defined configuration.
Variables One or more custom variables that are set up with the Enterprise PDM Administration tool.

Quick Info Icons

The Quick Info icons appear next to the file in the Task Pane.

Checked in by another user in this session.
The local file is the same as the vault version.
The local file is older than the vault version.
The local file is edited but not saved.
The local file is newer than the vault version.
The local file not in the vault.

Shortcut Menu

Right-click a file in the Enterprise PDM Task Pane to access the menu.

You can also access many of the commands by right-clicking in the FeatureManager design tree.
Select All  
Refresh Tree Refreshes the information displayed in the tree, including status of files checked out or checked in by other users since the last refresh.
Collapse All Collapses the view of the variables for all components of the currently selected file.
Expand All Expands the view of the variables for all components of the currently selected file.
Properties Displays the file's Enterprise PDM file data card.
Get Latest Version Retrieves the latest version of the file from the archive.
Get Lets you select a version from the list to retrieve it from the archive server.
Check Out Checks out the file for editing.
Check In Opens the Check In dialog box so that you can check in the file with your changes.

You can choose whether to keep the file open in SolidWorks or close the file.
Undo Check Out Cancels a check out without saving changes.
Zoom to Selection SolidWorks command. Zooms to the selected part or subassembly.
Open SolidWorks command. Opens the selected part.
Edit SolidWorks command. Lets you edit the selected part.

Preview Area

A preview area at the bottom of the Enterprise PDM Task Pane displays a thumbnail image and can display variables. Drag the top bar to change the size of the preview image.



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

 
*Email:  
Subject:   Feedback on Help Topics
Page:   SolidWorks Enterprise PDM Task Pane
*Comment:  
*   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:

x

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
x

Web Help Content Version: SOLIDWORKS PDM 2012 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.

0.20.21