Use the Transition Action dialog box to define the actions that are triggered by a transition.
To display the dialog box:
Click a transition in the workflow editor. In the Properties dialog box, on the Actions tab, click Add Action, or click an action and then click Edit Action.
| Description
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Type a description.
For Send Mail actions, the description is used as the subject line for the message. To include system variables, click  and select a variable ( Transition Action Variables). For example: File %filename% is ready for approval. You can include system variables only for Send Mail actions.
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| Type |
Type-specific options appear at the bottom of the dialog box based on your selection.
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| Run for items |
Apply this action to items. See Items.
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| Run for named bills of materials |
(Not available when Type is Set Variable.) Apply this action to named BOMs.
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| Run for files |
Apply this action to files. When selected, you can limit the action to certain file types using Only run for files with these extensions.
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| Only run for files with these extensions |
(Only available when Run for files is selected.) Limit the action to certain file types. Type one or more file extensions, separated by semicolons (;).
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Comment
This option is available when Type is Comment.
This option is available only for automatic workflow transitions. When you change the workflow transition from automatic to parallel or normal, a warning appears.
| Transition Comment |
Lets you enter a comment that will be processed during an automatic workflow transition. This comment appears in the transition line of the file's history. To include system variables, click and select a variable. You can enter characters up to 250.
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Execute Command
These options are available when Type is Execute command.
| Enter command to execute
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Specifies the full path to the executable (as seen from the client computer performing the transition), or the name of the executable if it is already registered in Windows (such as Notepad or WordPad). Specify the path as if launching the executable from the command line or .
For example, to let the user edit a transitioning file using Notepad, specify: notepad.exe File Path
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| Wait until the started program terminates |
Suspends Enterprise PDM activity (for example, no other transition actions are run) until the program completes.
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Execute Task
This option is available when Type is Execute task.
| Select task to execute |
Initiates the execution of the selected task. See Tasks. |
Export Data to XML
The following option is available when Type is Export data to XML.
| Select export script to use
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Exports data from SOLIDWORKS in XML format (for example, for use by an ERP system). Select an export script. See Export Rule Dialog Box.
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Import Data from XML
The following option is available when Type is Import data from XML.
| Filename of file to import from (use *as wildcard)
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Imports XML data (for example, from an ERP application). See Import Rule Dialog Box. Type the name of the XML file to import. You can use the * wildcard. To include system variables, click and select a variable.
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Inc. Revision
This option is available when
Type is
Inc. Revision.
Enterprise PDM does not write the revision number to a data file data card variable as part of the Inc. Revision action. Create a separate Set Variable action if needed.
| Revision Comment |
Lets you enter a comment for increment revision that appears in the file's history. To include system variables, click and select a variable. You can enter characters up to 250.
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Send Mail
These options are available when Type is Send Mail.
| To
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Lists the user or group to receive the message.
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| Message |
Shows the message body. To include system variables, click and select a variable. For example: Brian,
%projectpath%%filename% is ready to be approved. Thanks.
%user%
Variables are replaced by their values at the time the message is generated.
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Set Variable
These options are available when
Type is
Set Variable.
When updating a file data card variable from a transition action, Enterprise PDM creates a new version of the file. If the file includes references, the references are automatically updated to match the new version.
| Variable
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Shows the data card variable to update. The read-only Type field shows the variable's data type.
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| Configuration |
Indicates the specific configuration tab of the data card on which the variable is to be updated.
To update all available configurations, leave this field empty.
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| Value |
Sets the variable value. To include system variables, click and select a variable. For example, if you type Checked by %user%, and the login name of the person performing the transition is Bill, then the variable is set to Checked by Bill.
You can also include a source configuration with the system variable. For example, if you select a variable Description, and add a source configuration, MyConfig1 with a delimiter, the Value field displays %var_Description@MyConfig1%. This sets the variable to the description from the source configuration.
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| Version Comment |
Lets you enter a comment that appears in the file's history. To include system variables, click and select a variable. Version Comment is shared for all set variable actions on a transition. You can enter characters up to 250.
You cannot add a comment to the version free variables that are updated through a transition.
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| Mapped Approvers |
Expand Mapped Approvers to see the roles, role members (Users), and number of approvers that are required to complete this transition.
For example, if you have created the roles Engineering and Manufacturing, the expanded list shows those roles and the users who are members of the roles.
When you select one or more users, SOLIDWORKS Enterprise PDM stores their user and system data for use as the variable value.
When the selected user approves the transition, the software displays the value in data cards that contain the variable.
This option is available only for parallel workflow transitions.
For more details, see Setting Parallel Approval Data Mapping.
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| Override Approver Value |
To select this option, first expand Mapped Approvers.
When you select Override Approver Value, radio buttons replace the Users check boxes in the Mapped Approvers list.
This lets you select one user whose data is used for the variable value, irrespective of users who actually transition the file.
The software displays the selected user’s data in data cards that contain the variable.
For more details, see Setting Override Approver.
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