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.
Toolbar Buttons
Some commands accessed from toolbar buttons are also available on the shortcut menu.
File List
To change the columns that are displayed, right-click any column heading and select columns to display them or clear columns to hide them.
| 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 |
Displays validation results, 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 with warnings, use the Next Warning  and Previous Warning  toolbar buttons or Ctrl + the up-arrow or down-arrow on the numeric keypad. |
| 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, Under Editing. |
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 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 |
(Parallel transitions configured for dynamic notifications only) Lists users who can receive notifications for this transition.
Type a substring in the Filter field to hide recipients whose names do not contain the substring.
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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. |
| Show Reference Selection Controls |
For files with references (such as assemblies with parts), turns on a second check box to the right of parent files. Use the left check box to select or clear only the parent file.
Use the right check box to select or clear the parent file and all of its references.
If all check boxes are not in the same state, the added check box displays  .
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| Select All |
Selects all files, so that you can use a single keystroke to check or clear the Change state column. |
| Select Files |
Displays a dialog box where you can specify wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Change state 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 |
Saves the file list as a comma-separated .txt file. |