Workflow Properties Dialog Box

Use the Workflow Properties dialog box to specify the workflow name and description, and to define what files can enter the workflow.

To edit an existing workflow: Expand Workflows, then right-click a workflow and select Properties.
To create a new workflow: Right-click Workflows and select New Workflow.
Name

The workflow name as it appears in the Administration tree and SOLIDWORKS PDM File Explorer.
Description

Descriptive text that summarizes the purpose of the workflow.
Conditions

Create any number of conditions to define what files can enter the workflow.

Conditions

Op

The list of conditions and OR containers.

Type
Select the condition type:
Filepath

For files, matches by file name, extension, or path as specified by Argument.

For items, matches by item ID, extension (.<item>), or path (include the item root folder <items>). For example, both <items>\% and %.<item> match all items.
Revision

Matches files and items by revision number as specified by Argument.
Variable

Matches files and items by data card variable value (see Data Card Variables). Provide values for Variable Name, Configuration, and Argument.

Object type

Matches files by object type (BOM, File, or Item) as specified by Argument.
Category

Matches files and items by category as specified by Argument.
Variable Name

(Only available when Type is Variable.) Select a file data card variable.

Configuration

(Only available when Type is Variable.) To look for the variable value in a certain file data card configuration tab (configuration/model/layout), enter the configuration name. Leave blank to search all configurations.
Argument
Type or select the value used to determine what files match the condition. The value depends on your Type selection:
Category

Select a category.
Filepath

Type a file name or path. Use the % (percent) and _ (underscore) wildcard characters as required. For items, include the <items> root folder.

All paths are relative to the vault root. Therefore, do not specify drive letters.
Object type

Select BOM to match SOLIDWORKS BOM (bill of materials) files, File to match all other file types, and Item to match items.
RevisionType a revision number to match against. Use the % (percent) and _ (underscore) wildcard characters as required. For example, Rev A.% matches “Rev A.1”, “Rev A.2”, and so on.
Variable

Type the variable value to match against. Use condition operators as required (see the % (percent) and _ (underscore) wildcard characters as needed. For example, <5 means the specified variable's value must be less than 5.

For detailed help specifying condition operators, see Condition Operators for Workflows.
Argument Type

Displays the argument data type. This field is read-only.

For example, if Type is Filepath, then Argument Type is Text. If Type is Variable and Variable Name is BOM Quantity, then Argument Type is Decimal.

Or

Click to create an OR container. By default, all conditions must be true (AND). Use OR containers to group conditions where only one condition must be true.
New

Click to create a new condition. You can then drag the condition into an OR container as required.
Delete

Click to delete the selected condition or OR container.