Expand SOLIDWORKS PDM File ExplorerSOLIDWORKS PDM File Explorer
Expand SOLIDWORKS PDM Professional Item ExplorerSOLIDWORKS PDM Professional Item Explorer
Collapse SOLIDWORKS PDM Administration ToolSOLIDWORKS PDM Administration Tool
Expand Introducing the Administration ToolIntroducing the Administration Tool
Expand Local SettingsLocal Settings
Expand VaultsVaults
Expand Archive ServersArchive Servers
Expand SOLIDWORKS PDM Add-ins (For SOLIDWORKS PDM Professional only)SOLIDWORKS PDM Add-ins (For SOLIDWORKS PDM Professional only)
Expand Dispatch (For SOLIDWORKS PDM Professional only)Dispatch (For SOLIDWORKS PDM Professional only)
Expand Bills of MaterialsBills of Materials
Expand Data CardsData Cards
Expand Card Lists (For SOLIDWORKS PDM Professional only)Card Lists (For SOLIDWORKS PDM Professional only)
Expand Categories (For SOLIDWORKS PDM Professional only)Categories (For SOLIDWORKS PDM Professional only)
Expand ColumnsColumns
Expand File TypesFile Types
Expand Importing and Exporting Data (For SOLIDWORKS PDM Professional only)Importing and Exporting Data (For SOLIDWORKS PDM Professional only)
Expand Indexing the Vault (For SOLIDWORKS PDM Professional only)Indexing the Vault (For SOLIDWORKS PDM Professional only)
Expand Items (For SOLIDWORKS PDM Professional only)Items (For SOLIDWORKS PDM Professional only)
Expand Installing and Configuring SolidNetWork Licensing Installing and Configuring SolidNetWork Licensing
Expand Message SystemMessage System
Expand Revision NumbersRevision Numbers
Expand Serial Numbers (For SOLIDWORKS PDM Professional only)Serial Numbers (For SOLIDWORKS PDM Professional only)
Expand Tasks (For SOLIDWORKS PDM Professional only) Tasks (For SOLIDWORKS PDM Professional only)
Expand Templates (For SOLIDWORKS PDM Professional only)Templates (For SOLIDWORKS PDM Professional only)
Expand ToolboxToolbox
Collapse Users and GroupsUsers and Groups
Expand VariablesVariables
Expand WorkflowsWorkflows
Expand Administering Web Servers (For SOLIDWORKS PDM Professional only)Administering Web Servers (For SOLIDWORKS PDM Professional only)
Expand Database ServerDatabase Server
Expand MiscellaneousMiscellaneous
Expand SOLIDWORKS PDM Archive Server Configuration ToolSOLIDWORKS PDM Archive Server Configuration Tool
Expand SOLIDWORKS PDM File Version Upgrade ToolSOLIDWORKS PDM File Version Upgrade Tool
Hide Table of Contents

User Properties - State Permissions

Use the State Permissions page to assign state permissions for the user. You can also use the workflow editor to assign these permissions.

To access this page:

  1. Display the user's Properties dialog box.
  2. In the left pane, click State Permissions.

In many cases, users cannot manage files unless they have both folder and state permissions set. For example, to check out a file, a user must have check out file permission for both the folder and state the file is in.

Workflow Lets you select the workflow to assign state permissions to.

Workflow states

All available workflow states are listed. Select a state to view the assigned permissions for the user.

Permissions

For a file in the selected state, a user can:

Add or rename file

Add a file or change the file name.

Check out file

Check out a file where its latest version is currently in this state.

Delete file

Delete file versions.

A deleted file is placed in the SOLIDWORKS PDM recycle bin.

Destroy

Purge deleted files from the Deleted Items tab in the folder properties.

The user can bypass the SOLIDWORKS PDM recycle bin by pressing Shift while deleting the file.
Edit version free variable data

Update version free variable value on data cards of files in the selected folder and workflow state.
Move file Move files from selected folder.

Permit or deny group-level access to files

Set group permissions.

Read file contents

See all file versions that have been created in or transitioned into this state.
Restore file from cold storage Recover files that have been archived in cold storage.
If the cold storage schema specifies files for deletion, the files cannot be restored.

Set Revision

Manually set the revision number based on the revision number assigned to the state.

Share file to another folder(SOLIDWORKS PDM Professional only)

Share file versions that have been in the selected state.


Provide feedback on this topic

SOLIDWORKS welcomes your feedback concerning the presentation, accuracy, and thoroughness of the documentation. Use the form below to send your comments and suggestions about this topic directly to our documentation team. The documentation team cannot answer technical support questions. Click here for information about technical support.

* Required

 
*Email:  
Subject:   Feedback on Help Topics
Page:   User Properties - State Permissions
*Comment:  
*   I acknowledge I have read and I hereby accept the privacy policy under which my Personal Data will be used by Dassault Systèmes

Print Topic

Select the scope of content to print:

x

We have detected you are using a browser version older than Internet Explorer 7. For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer.

 Never show this message again
x

Web Help Content Version: SOLIDWORKS PDM 2016 SP05

To disable Web help from within SOLIDWORKS and use local help instead, click Help > Use SOLIDWORKS Web Help.

To report problems encountered with the Web help interface and search, contact your local support representative. To provide feedback on individual help topics, use the “Feedback on this topic” link on the individual topic page.

0.20.46