You can associate files in the vault with a
predetermined
workflow that moves the files through a design and approval process. You can change the
state of a file to move it through the workflow manually.
To display this dialog box:
- In SOLIDWORKS PDM File
Explorer, select the files and click and select a state transition.
- In SOLIDWORKS, in the Task Pane, select the files, right-click,
select Change State, and select a state
transition.
Toolbar Buttons
Some commands
are
also available on the shortcut menu.
 |
Next
Warning / Previous
Warning |
Only shown when warnings are
present in the Warnings
column. In the file list, changes the focus
to the next file with a warning or the previous file with a
warning.
Clicking a warning icon expands
the hierarchy if it is collapsed and the warning is on a
referenced file.
|
 |
Levels |
Displays file references for the entire file hierarchy
(Show All Levels) or
only
the top level of the file hierarchy (Top
Level Only). The setting defaults
to the most recent setting you used.
You
can also expand or collapse the hierarchy using the and controls in the
File name
column.
|
 |
Select
Files |
Opens the Select Files dialog box, where you
can specify a wildcard pattern to select files. |
 |
Open File List |
Open
All opens a list of files in Microsoft
Excel.
Open
Visible opens a list of visible files in Microsoft
Excel.
|
 |
Save File List |
Export All exports the list of all files as a
comma-separated .txt
file.
Export Visible exports the list of visible files as
a comma-separated .txt
file.
|
File List
Three types of column set preferences are available based on the
assigned administrative permissions:
- Default
Columns
- My Columns
- Administrator-defined column sets
For more details, see Types of Column Set.
To switch preference, right-click any column header, select
Column Sets, and then select your
preference.
Select Sort to specify the
default and custom columns in ascending, descending, or tree structure order. Column
sorting is useful within large data sets. If you sort a column in ascending or
descending order, the column is highlighted in green, and an arrowhead appears.
When you sort a column in a table,
SOLIDWORKS PDM removes the file structure hierarchy. Sorting turns off
Show Tree Lines and
Show Reference Selection Control.
Tree structure sorting is available only on File Name.
Type |
Displays a thumbnail preview of
the file when you hover over the file type icon. |
File
name |
Lists selected files and files referenced by
them. For assemblies, the list can include drawings, parts,
subassemblies, and SOLIDWORKS Simulation files.
The related drawings can be in the current
folder or in a folder elsewhere in the vault. By default,
SOLIDWORKS PDM
checks the entire vault for related drawings. The scope of
the search depends on administrative settings.
|
Warnings |
Result of validation, either
blank, one or more warnings, or an error. This
column is blank if the validation is successful.
The detailed warning messages appear when a
transition fails. If one or more conditions are not met, the
Warnings column
displays:
- A warning in case of one failed
condition.
- A hyperlink in case of multiple failed
conditions or all failed OR conditions.
You can click the hyperlink to see the
details of the conditions that are not met. Based on the
conditions defined in the transition, the warning includes
details like condition type, comparison criteria, value, and
configuration details.
For parallel
transitions that require more than one approval, the Warnings column indicates:
The number of additional
users that must approve the transition.
A warning with text
indicating why SOLIDWORKS PDM cannot transition the file. For
example, that the transition is already pending for a
referenced file.
To quickly locate files with
warnings, use Next
Warning
 and
Previous Warning
 or
Ctrl + up arrow or
down arrow.
|
Check
Out |
Checks out a file after the
change state operation completes. |
Change
state |
Applies state transition to
selected files. |
Version |
File version to
transition. |
Found
in |
Vault folder containing the
file. |
State |
Workflow state of the file, for
example, Under
Editing. |
If you do not have rights to a file, you cannot view information
of that file. The warning message No rights to get
latest or attached version displays.
Comments
History |
(Parallel transitions only) Transition comments and notification comments
made by users who have already approved the
transition.
|
Comment |
Stores a comment within the file
history about the change state operation. |
Notification comment |
Stores a comment within the file history for state
transitions with dynamic notifications. When
dynamic notifications are enabled, a user list lets the user
who
performs a state change provide select
notification recipients.
Administrators
configure dynamic notifications for transitions.
Notifications for a parallel transition are
held and sent as one notification when the file changes state on
the last approval.
|
Notification list |
(Parallel transitions configured
for dynamic notifications only) Lists users who
can receive notifications for this transition.
Type a substring in the Filter field to hide recipients
whose names do not contain the substring.
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Total to Change State
Displays the number and type of files that you have selected for change state.
Shortcut Menu Options
Right-click in the file list to access these menu options:
Columns |
Lets you add or remove columns. A
check
mark
indicates the displayed
columns.
Click More to open the Choose Columns dialog box, where you can add up
to 10 additional columns by selecting SOLIDWORKS PDM variables on which to base column
heads.
|
Show
Reference Selection Controls |
For files with references (such
as assemblies with parts), turns on a second check box to the right
of parent files. Use the left check box to
select or clear only the parent file.
Use
the right check box to select or clear the parent file and all
of its references.
If all check boxes are
not in the same state, the added check box displays .
|
Select
All |
Selects all files, so that you can use a single
keystroke to
select
or clear the Change state
column. |
Select
Files |
Displays a dialog box where you can specify wildcards
to select a group of files. You can then use a single keystroke to
select
or clear the files in the Change
state column. |
Show
Tree Lines |
Adds tree lines to the File name column. |
Change Thumbnail Preview Size |
Changes the size of thumbnail previews as Small, Medium
(the default value), or Large.
When you select the size in one table,
SOLIDWORKS PDM
configures the same size in applicable tables and on tabs. The
thumbnail previews for non-SOLIDWORKS files may not be clear
when you select Medium
or Large.
|
Change
State on All Files |
Selects all files in the
Change state
column. |