You
can use the state Properties dialog box to define state
properties, assign access permission and revision numbers, and create notifications.
To display a state's dialog box:
Move the cursor over the state in the workflow editor
until a hand icon appears, then
click.
Change Icon
|
Displays the select Icon dialog box,
where you can choose an icon that reflects the purpose of the state. |
Name |
Displays the name of the state. Users see the state name when they view a list of the SOLIDWORKS PDM
File vault files from Windows
File
Explorer or SOLIDWORKS, and in many SOLIDWORKS PDM dialog boxes.
|
Description |
Describes the purpose of the state. Optional.
|
Initial
state |
Makes this state the initial state of
the workflow. All new files added to a workflow start in the initial state. Because every workflow must have one initial state, you cannot clear
this check box for the first state you add to a workflow. If you do not want the
first state in the workflow to be the initial state, create another state and
designate it as the initial state.
|
Ignore permissions in
previous states |
Applies access rights to the state
that override any inherited access rights of previous states. For
example, with this option selected, assigning delete rights to the state lets a user
delete a file regardless of the delete rights in previous states. If this option is
cleared, the user needs delete rights in each of the previous states.
This option also controls which file versions a user or group sees
during the workflow cycle of a document. For example, a user with only read
permission in the Approved state cannot see the file listed in the file view until
it has reached the Approved state. All versions created in previous states are
inaccessible to the user.
|
Permissions Tab
Add Users/Groups |
Opens the Add
Users/Groups dialog box, where you can select users and groups to grant
access permission for files that are in this state. |
Remove |
Removes the selected user or group from the list
of groups with access permission to files that are in this state. |
Name |
Lists users or groups with access permissions to
files that are in this state. The Admin user is automatically
given all access permissions.
|
Permission list |
Selected check boxes indicate permissions that
have been granted.
Add or rename
file Add a file to the vault or rename
a vault file.
|
Check out
file Check out a file for
editing.
|
Delete
file Delete a file. Deleted files
typically go to the SOLIDWORKS PDM
recycling bin.
|
Destroy Purge deleted files from a folder's Properties - Deleted Items tab. A user
with this right can bypass the SOLIDWORKS PDM recycling bin by pressing the Shift key when
deleting a file.
|
Edit version free
variable data Update version free
variables without checking out files.
|
Set
revision Use the Set Revision command
for files in the selected state.
|
|
|
Move File (SOLIDWORKS PDM Professional only) Move files that are in the selected state. Users must
have Move File folder permissions.
|
Permit or deny
group-level access to files Only users
in the specified groups (if they have sufficient folder and workflow
state permissions) can access the file. Other users do not see the
file, regardless of folder or state permissions.
|
Read file
contents See all file versions that are
created in or transitioned to this state.
|
Restore file from cold
storage Recover files that are archived
in cold storage.
|
Share file to another
folder (SOLIDWORKS PDM Professional
only) Share file version that is in the
selected state.
|
|
Revision Numbers Tab
If using revision numbers, you can assign which revision number to use for
this state and specify how the revision number counters are updated.
For example, if using major and minor revision components, you can specify
the major component to increment by 1 and the minor component to reset to 1.
See Revision Numbers for details.
Revision
Numbers |
Specifies the revision number to
associate with this state, or <Do not use a revision
number>. |
Name |
Lists the revision components used
in the selected Revision Number. |
Increment
by |
Defines the increment number
(typically 1) to use when the Set Revision
command is invoked. |
Reset
to |
Specifies the number to which the
counter is reset. |
Preview |
Shows how a component of the
revision number looks for the specified Reset
to value. |
Notifications Tab
Use the Notifications tab to create
folder notifications that are automatically sent to users when files in the folder are
checked in, checked out, or delayed in this state.
Controls
You can use the controls at the top of the tab to add notifications to the
list, or to delete or modify notifications that you select from the list.
Add Folder
Notification |
Prompts you for the folder to add the
notification, then displays the Folder
Notification dialog box. |
Remove
Notification |
Deletes the selected notification. |
Edit
Notification |
Displays the Folder
Notification dialog box for the selected notification in edit mode. You can edit notifications that you created.
|
Notifications List
The notification list contains folder notifications that you created.
To sort the notification list, click a header.
Notification
|
Lists the notification type. |
Recipients |
Lists users or groups to receive the
notification. |
Applies
to |
Lists the file or folder that the notification
applies to. |
Restrictions |
Lists restrictions applied to the
notification. Notifications can be restricted to files that the
user created or files for which the user was the last person to change
state.
|