SOLIDWORKS EnterprisePDM Workflow Automation

Friday June 1, 2012 at 4:54pm
SOLIDWORKS EnterprisePDM Workflow Automation

In this example we will look at how we can use Workflow Conditions to control the route a file takes through a Workflow, without the user being presented with multiple options.

Lets say we have an Engineering Change Document that enters a Workflow where, dependant on the type of Change being proposed, a secondary 'Impact Review' may be required. We don't want the initial reviewer to consider this however so the file should be routed according to the metadata defined when the EC was generated. So on my DataCard I have a Variable called impact which is linked to a list that has two values Yes & No.

In the image below I have created a file where this value is No.

DataCard - Variable 'Impact' = 'No'

Now lets take a look at the Workflow.

In the Workflow you will see that there are two Transitions that share the same text 'Change Approved by Engineering'. This means that the User will only see one option but based on the Transaction taken the file will go one of two ways.

The logic is simple to define as a Condition within the Transition.

If Impact is 'Yes' then take the Transition on the left

If Impact is No then take the Transition on the right

So when the User is in the State '....Under Check' he will see two, not three routes out and if he selects the 'Change Approved...' option the actual Transition taken will depend on the value of the Impact Variable.

In this case, with No Impact Review required the File follows the right hand route and jumps straight to 'Change Approved & Underway'

Hope you find this tip useful.

Thanks for your time...

_____________________________________

Wayne Marshall | Customer Support Manager

Related Blog Posts

Show SOLIDWORKS Descriptions in Windows Folders
When working with SOLIDWORKS it's vital to give every part a unique name and because of this it's common to use part numbers as the file name. However, part numbers by themselves aren't very descriptive and sometimes this can mean parts take longer t...
Where to find your SOLIDWORKS serial number on you
Ever wondered where you can find your SOLIDWORKS serial number or wondered what version of SOLIDWORKS you're currently working on? This is a common question we receive and can be easy to find if you know where to look. In this blog post we show you h...
Tips & Tricks for Structure Systems
The Structure Systems feature has been available since 2019 for all packages of SOLIDWORKS, but what have we learnt about it since then? I want to focus on the nuts and bolts so that you can dive right in and start using it for yourself. If you haven...

 Part of Solid Solutions Group

MENU
Top