Setting Parallel Approval Data Mapping (For SOLIDWORKS PDM Professional only)

You can configure SOLIDWORKS PDM to capture user and system data for each approver participating in a parallel approval process.

The software stores user and system data for use as the variable value. When a user you select approves the transition, SOLIDWORKS PDM displays the value in data cards that use the variable.

The following procedure describes a parallel transition with two roles -- Engineering and Manufacturing. To complete the transition, one approval is required from each role.

To set a parallel approval data mapping:

  1. 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 a Variable and enter a Value.
    Variable approver1
    Value %fullname%
    You can use to select the variable or enter the value.
  7. Expand Mapped Approvers and select approver from the Engineering role and click OK.
  8. Repeat steps 4 through 6 to set the following variable for the second approver.
    Variable approver2
    Value %fullname%
  9. Expand Mapped Approvers and select second approver from the Manufacturing role and click OK.
  10. Save the workflow.