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Parallel Approval Data Mapping

An administrator can configure SOLIDWORKS Enterprise PDM to capture user and system data for each user who participates in a parallel approval process.

The software captures data each time a member of a role completes a transition. It writes the data to the data card and any mapped properties when the required number of users have given their approval. In previous versions, it was only possible to capture data for the last required approver who transitioned a file.

An enhanced Set Variable transition action dialog box lets administrators select users from various roles to capture data from. There is also an override that lets you capture data from a specific user irrespective of users who actually transitioned the file.

To set parallel approval data mapping:

  1. In the Administration tool, 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 the Variable and enter the Value.
  7. Expand Mapped Approvers and select approvers.



  8. Click OK twice.
  9. Save the workflow.

    If you select Override Approver Value, radio buttons replace check boxes, and you can select only one user.

    See SOLIDWORKS Enterprise PDM File Explorer Help and Administration Tool Help for details.



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