Executing Tasks

The task infrastructure provides multiple ways to initiate tasks.

As an administrator, you can:

  • Trigger tasks using a workflow transition.

    For example, you can automatically generate .pdf files when SOLIDWORKS files reach a state such as release.

    As part of task setup, specify options for the newly created files such as file names, properties, and destination folders.

  • Use the Task List dialog box to execute an on-demand task
  • Configure tasks so that they can be initiated by users.

    With SOLIDWORKS PDM File Explorer, users with permissions to perform tasks can select files and use shortcut menu options to convert or print them.

  • Schedule task execution

    If you create custom tasks using the API, you can include the task scheduling infrastructure so that tasks can be performed when task hosts are available.