Defining Child Reference State Conditions

Video: What's New in SOLIDWORKS PDM 2020 - Workflows

You can define conditions on the state of immediate child references to control the parent file transition.

When you define conditions, you can transition the parent file if:
  • Its child references are not selected for transitioning with the parent file and are already in a state that meets the defined condition.
  • Its child references are selected for transitioning with the parent file and, after transition, are in a state that meets the defined condition.
  • The warning, Child references do not meet the state conditions, is not set to blocking.
    By default, when this warning is not set to blocking, only those parent files that fulfill the child reference state condition are selected for transition.

    To change the state of the parent file, in the Do Transition dialog box, select Change state.

    The warning is set to blocking by default for new and upgraded users.

This helps avoid situations such as approving an assembly when the referenced parts are not approved or when the assembly uses obsolete parts.

To define child reference state conditions:

  1. In the Administration tool, click a workflow transition.
  2. In the transition's Properties dialog box, in the Conditions tab:
    1. Select <Click here to add a condition>.
    2. In the conditions list, select Child Reference State.
    3. Expand Comparison and select a comparison operator.
    4. Under Value, select the state if you selected the Text Equal To or Text Not Equal To comparison operator.
      For the Text Compare operator, enter the value in the workflow name.state name format. You can also use wildcard characters to specify the pattern.
    5. Under Configuration / Path, enter the wildcard characters to specify the file name or file path pattern.
      Leave Configuration / Path blank to apply the condition to all immediate child reference files.
  3. Click OK and save the workflow.