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Check In Dialog Box

You check in files after editing to make them available to users with appropriate rights. Until you check in a file, changes are saved in your local version only.

To display the dialog box, do one of the following:

  • Select the files or folders to check in and click Actions > Check In.
  • Right-click the file name or folder to access the Check In dialog box.

Toolbar Buttons

Some commands accessed from toolbar buttons are also available on the shortcut menu.

EPDM_next_warning EPDM_previous_warning Next Warning / Previous Warning Only shown when warnings are present in the Warnings column.

In the file list, changes the focus to the next file with a warning or the previous file with a warning.

Clicking a warning icon expands the hierarchy if it is collapsed and the warning is on a referenced file.
Contains_show_one_or_all_levels Levels Displays file references for the entire file hierarchy (Show All Levels) or just the top level of the file hierarchy (Top Level Only).

The setting defaults to the most recent setting you used.

You can also expand or collapse the hierarchy using the EPDM_expanded_arrow and EPDM_collapsed_arrow controls in the File name column.
For checkins from SOLIDWORKS only Reload or Close Files after Check In When checking files in from SOLIDWORKS, controls whether the files remain open in SOLIDWORKS or are closed when the check in completes.

Reload_files_after_check_in Reload Files after Check In - Files remain open in SOLIDWORKS when the check in completes.

user_profile_browse_for_picture Close Files after Check In - Files are closed in SOLIDWORKS when the check in completes.
SLW_select_files.gif Select Files Opens the Select Files dialog box, where you can specify a wildcard pattern to select files.
SLW_open_file_list.gif Open File List Opens a list of files in Microsoft Excel.
SLW_save_files.gif Save File List Saves the file list as a comma-separated .txt file.

Files to check in

To change the columns that are displayed, right-click any column heading and select columns to display them or clear columns to hide them. You can add up to 10 columns based on Enterprise PDM variables by clicking More and choosing variables from the Choose Columns dialog box.

Drag a column head to change the position of a column.

Type Displays a thumbnail preview of the file when you hover over the file type icon.
File name

Displays 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.
Warnings

Displays warnings, if any, as a result of check-in validation.

The error Cyclic reference prevents checking a file in. Warnings such as File not Found, Outside of the vault, or The file is not rebuilt can block a check in if your administrator has configured blocking for warnings.

This column is blank if there are no warnings.

You can click the warning The file is not rebuilt to display a list of references that require a rebuild.
To quickly locate files with warnings or errors, use the Next Warning EPDM_next_warning and Previous Warning EPDM_previous_warning toolbar buttons or Ctrl + the up-arrow or down-arrow on the numeric keypad.
Check in Lets you select files for check in.
Keep checked out Creates new version in vault, but file remains checked out.
Remove local copy Removes file from local disk after check in.
Local ver. The first number is the local (cached) version, or a hyphen (-) if locally modified. The second number is the latest version in the vault.

For example, 4/6 means version 4 of 6.
New ver. File version to be assigned upon check in. The text is bolded for new versions. A new version is not created if the file has not been locally modified.
Checked out by Shows users who have files checked out. You can only check in files that you have checked out.

If you hover over a user name, a pop-up window displays user information such as log in status, number of files checked out, and a link to email the user.
Checked out in Computer and local folder where the file is checked out.
Referenced as

Specifies how a parent file references a child file: full path, relative path, or file name only.

Enterprise PDM looks for references without full path names in the location specified for the parent.

References reported as outside the vault are not added to the vault when you check in the parent file. Place the referenced file in the same folder as the parent file or place it in a vault folder and update the parent file to refer to the referenced file using a fixed path.
Found in Vault folder containing the file.
State Workflow state of the file, for example, Submit for Approval or No Approval Required.
Comment Stores a comment within the file history about the check in operation.

Shortcut Menu Options

Right-click in the file list to access these menu options:

Columns Lists column heads so you can display or hide columns.

Currently displayed columns are indicated by a check mark.

Click More to open the Choose Columns dialog box, where you can add up to 10 additional columns by selecting Enterprise PDM variables on which to base column heads.
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 workflow_box_inherited.gif.
Select All Selects all files, so that you can check or clear the the Check in, Keep checked out, or Remove local copy columns.
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 Check in, Keep checked out, or Remove local copy columns.
Show Tree Lines Adds tree lines to the File name column.
Check In All Files Selects all files in the Check in column.
Keep All Files Checked Out Selects all files in the Keep checked out column.
Remove All Local Copies Selects all files in the Remove local copy 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.


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