Not the most elegant method, but use your normal Task to create the PDF in the vault. This will allow you to pass data card variable values from the drawing to the PDF. Then use Dispatch to auto checkin the PDF only in that particular folder. I actually just created a Three Minute Thursday how to video on this yesterday (not one of my better videos, but it gets the point across).
Yes, using the Task is probably the easiest way. What is nice is that I can put it in multiple areas inside of the workflow if needed. I have it at the very end when the revision is updated and it is going into release but I also have it earlier in the workflow after it is checked but before released. This uses a different revision schematic but is available for engineers to send it out for quotes and approvals. Plus the file and the pdf can be linked as references so they can move along the workflow together if desired and you can set the task to place the pdf in a separate folder.
This is how I separate/direct out PDFs into different folders using tasks. Manufacturing drawings, Inspection Drawings, Finishing drawings.....
To direct PDFs according to your classes: Try adding an extra state to your drawings workflow, then have auto transitions with conditions set equal to your class. In the transitions you can have the class variable be transferred over to the PDF. Just make sure to have that variable on your PDF card. You can direct the PDFs into specific folders with the PDF task.
Thanks to Steve, Stephen and Craig. Your proposals do work, but they work with different Folders. The main idea is to find the files beneath their source file.
There might be an Option if the target Folder is placed inside the Project Folder of the source file, but this will make it necessary to update 200 Project Folders.
API is the only solution to get same Directory, same state, same author,same doc.no.
So after thinking about your dilemma for a bit I may have a solution for you.
If I am understanding correctly you have separate workflows for different file types, for the moment lets say SolidWorks files (.sld---) and pdf files.
If you create the pdf file from a task in EPDM you can push the variables to the pdf from the .sld--- file. This should take care of the requirements to have the same author and so on as those are variables.
Lets say that the workflow below is for .sld--- files. You will need to set the conditions on the files that are allowed to enter the workflow so that the file types you do NOT want in the work flow are NOT permitted, file path does not contain %.pdf%
In the transitions you could set a variable, say state, to 'Review' and push that to the data card to the pdf for the submit for review transition and push 'Approved' in the Approve File transition.
Then you have a separate workflow for the .pdf files with automatic transitions with conditions of State = Approved for the Approve File transition. Again you would need to set the conditions for the files that are permitted into the workflow similar to as described above.
you would need to recreate the .pdf file in each transition of the .sld--- workflow so that the .pdf file would properly transition.
There is no reason that both files could not reside in the same folder and have the same filename as they would have different extensions.
Let me know if you didn't follow me... it made sense in my head.
I was wrong.... API or Autocheckin is not (or no longer) needed
In 2017 it is very easy to create a PDF of a drawing inside the same Folder, even if the PDF workflow is different to the slddrw workflow. But it is easier to understand, if the states have similar names (no mix of approved-released-checked, only one word).
I've created a Task but Auto checkin is not needed
The variables of the Cards are passed from source to target.
Only disdavantage is that in case of relasing a new verision of the drawing, the task created PDF is replacing the exisiting PDF, the previous versions of the PDF are deleted.
In the Task, under Output PDF Details, I have "Replace existing files" selected. This does replace the old pdf with the new pdf but it shows up in the history. We only want the latest showing but we can still get the old one. If you don't select it does it not make a copy instead of replacing it?
Took some seconds to find that in the german localized Version.
Yes, this is probably a better way. But for the Moment i'm okay with replaced PDFs.
Thanks for your helpful answer.