User Properties - State Permissions

You can use the State Permissions page to assign state permissions for the user. You can also use the workflow editor to assign these permissions.

To access this page:

  1. Display the user's Properties dialog box.
  2. In the left pane, click State Permissions.

In many cases, users can manage files only if they have both folder and state permissions set. For example, to check out a file, a user must have a check out file permission for both the folder and state the file is in.

Workflow Lets you select the workflow to assign state permissions to.
Workflow states Lists available workflow states. Select a state to view the assigned permissions for the user.

Permissions

For a file in the selected state, a user can:

Add or rename file Add a file or change the file name.
Can overwrite latest version during check in Overwrite the latest version of the file when checking in.
Check out file Check out a file where its latest version is currently in this state.
Delete file Delete file versions.
A deleted file is placed in the SOLIDWORKS PDM recycle bin.
Delete paste shared files Delete the selected Paste Shared files.
Destroy Purge deleted files from the Deleted Items tab in the folder properties.
The user can bypass the SOLIDWORKS PDM recycle bin by pressing Shift while deleting the file.
Destroy paste shared files Purge deleted Paste Shared files from the Deleted Items tab in the folder properties.
Edit version free variable data Update version free variable value on data cards of files in the selected folder and workflow state.
Move file Move files from selected folder.
Must enter version comments Must enter a comment in the Check In dialog box to proceed with checking in selected files that are in a specific state. This permission works in combination with the administrative permission as follows.
Permissions Action
Administrative: Selected

State: Selected or cleared

 Enter comments during:
  • Initial check-in.
  • Check in through Copy Tree and Branch operations.
  • Merge by using the option Merge as new file for at least one file in the reference tree.
  • Set Revision action when Update Variable is selected.
Administrative: Cleared

State: Selected

 Enter comments when you check in a file that is in a specific state.
Permit or deny group-level access to files Set group permissions.
Read file contents See all the file versions that have been created in or transitioned into this state.
Restore file from cold storage Recover files that are archived in cold storage.
If the cold storage schema specifies files for deletion, the files cannot be restored.
Set Revision Manually set the revision number based on the revision number assigned to the state.
Share file to another folder(SOLIDWORKS PDM Professional only) Share file versions that are in the selected state.
A icon is displayed for the permissions that are assigned based on the user's membership in a group. Hover over the icon to view the groups from which the permission is granted to the user.