When I change the workflow state, I don't want to have to unselect every toolbox part or design library part. Is there a way to tell PDM to ignore or exclude toolbox parts when changing states?
We are using SolidWorks 2017 PDM Standard.
In standard version, I think the only solution is to have a special state for those files. Then move those files in this specific state.
It should be in the Admin settings.
using Solidworks PDM Administration go Category (under the database you're currently using) and click on the category used for your workflow and remove the condition for that file extension.
This might work, but categories are not part of the PDM Standard version. Bummer.
I know in standard you have a limited amount of workflow states.....but could you place the library parts into their own workflow state?
Put a condition on the transition to not allow parts in a certain folder path (library parts)?
Put a condition that the name cannot contain your library parts prefix?
Change the part meta-data in toolbox convert. I know this is how to avoid copy tree snafus, not sure about transitions.
Not knowing your workflow/naming conventions it's hard to nail down.
"I know in standard you have a limited amount of workflow states.....but could you place the library parts into their own workflow state?"
That probably would work, but we are limited to 10 states, and we've used them all.
"Put a condition on the transition to not allow parts in a certain folder path (library parts)?"
I tried that, but it's not working for some reason.
"Put a condition that the name cannot contain your library parts prefix?"
I'm not sure how to do that. It looks similar to the above example, but I can't find where to add a variable for part name.
"Change the part meta-data in toolbox convert. I know this is how to avoid copy tree snafus, not sure about transitions."
I like this idea! I never thought about using toolbox convert to turn a normal part into a toolbox part. That's genius! I'm not sure how it would work with transitions though.
put \% at the end of your folder path. That might work. It places a wildcard as the sub folders of your SW Templates path
That didn't work either. Thanks anyway for the suggestion.
Paging Mr. Claudio Stammitti ...
A few years back we tackled this issue when I was setting up PDM vault for their company, but I can remember exactly how we did this. I do remember that it had something to do with the specific approach they had for standard parts. Maybe he does remember and hopefully he can help you out.
I use a Filepath condition to send Toolbox parts to their own state. I have a sort state at the start that directs files to different states (Toolbox, Design, Purchased, Document).
Filepath Text Contains \Toolbox\%.sld
The problem is being PDM standard and he used up his states. Plus there's a limit on conditions for transitions.
Same name on Transition?
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