Set Revision Dialog Box

You can assign a revision number to a file manually using the Set Revision dialog box.

To display this dialog box:

Select a file and click Modify > Set Revision.

Toolbar Buttons

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

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.

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 and controls in the File name column.

Select Files Opens the Select Files dialog box, where you can specify a wildcard pattern to select files.
Open File List Displays all files or only the visible files in Microsoft Excel based on the option you select:
  • Open All
  • Open Visible
Save File List Saves the file list as a comma-separated .txt file based on the option you select:
  • Export All
  • Export Visible
Referenced Version Uses the attached version of the references.
Latest Version Uses the latest version of the references.

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.

You can sort the default and custom columns in tables in ascending, descending, or default order by clicking column headers. Column sorting is useful within large datasets. If you sort a column in ascending or descending order, the column is highlighted in green and an arrowhead appears. When you sort a column in a table, SOLIDWORKS PDM removes the file structure hierarchy. Sorting turns off Show Tree Lines and Show Reference Selection Control.

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

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, SOLIDWORKS PDM checks the entire vault for related drawings. The scope of the search depends on administrative settings.

Result of validation, either blank, a warning, or an error.

This column is blank if the validation is successful.

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.
Set Revision Lets you select a file to set its current revision to the value that you select in the New Revision column.
Version File version to increment.
Checked out by User who has the file checked out, or blank if not 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.

Found in Vault folder containing the file.
Current Revision Current revision.
New Revision By default, displays the next revision of a file. You can select a new revision for the file based on the revision scheme set on the state. The revision displayed on the Data Card variable is flagged with On Card.
Data Card Variable Displays the value of the revision variable that is written on the data card.
Update Variable Lets you select a file to write the New Revision value to the revision variable in the workflow.
State Workflow state of the file, for example, Approved.
Comment Stores a comment within the file history about the increment revision operation.

Shortcut Menu Options

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

Columns Lets you add or remove columns.
Select All Selects all files, so that you can check or clear the Set Revision 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 Set Revision column.
Show Tree Lines Adds tree lines to the File Name column.
Change Thumbnail Preview Size Selects the size of thumbnail previews as Small, Medium, or Large. By default, Medium is selected.
When you select the size in one table, SOLIDWORKS PDM sets the same size in applicable tables and on tabs. The thumbnail previews for non-SOLIDWORKS files may not be clear when you select Medium or Large.
Set Revision on All Files Selects all files in the Set Revision column.
Update Data Card Variables of All Files Updates data card variables of all files.
Set All New Revision Values to Card Variable Value Copies values from the File Card Variable column to the New Revision column.