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Setting Parallel Approval Data Mapping

You can configure SOLIDWORKS Enterprise PDM to capture user and system data for each approver participating in a parallel approval process.

The software stores user and system data for use as the variable value. When a user you select approves the transition, SOLIDWORKS Enterprise PDM displays the value in data cards that use the variable.

The following procedure describes a parallel transition with two roles -- Engineering and Manufacturing. To complete the transition, one approval is required from each role.

To set a parallel approval data mapping:

  1. Expand Workflows and select a workflow.
  2. Select a transition.
  3. In the Properties dialog box, for Type, select Parallel.
  4. On the Actions tab, click Add Action.
  5. In the dialog box, for Type, select Set Variable.
  6. Select a Variable and enter a Value.

    Variable approver1
    Value %fullname%
    You can use to select the variable or enter the value.

  7. Expand Mapped Approvers and select approver from the Engineering role and click OK.
  8. Repeat steps 4 through 6 to set the following variable for the second approver.

    Variable approver2
    Value %fullname%

  9. Expand Mapped Approvers and select second approver from the Manufacturing role and click OK.
  10. Save the workflow.


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Web Help Content Version: SOLIDWORKS PDM 2014 SP05

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