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
| Op
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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.
- 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:
- 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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