I would like to have all files that were check-out of PDM auto checked back in on a schedule
We often get asked this question and I'm afraid that the answer is not 'Out of the Box' and even with Customisation it wouldn't be straight forward.
Essentially, although files are checked out in the 'database' they are checked out TO a specific person AND a specific place. So wen you Check a file in, you need it to it from the Workstation (and maybe even a specific local view if the Machine is shared) they were checked out to. You also need to be logged in as that User (or Admin). That means that any attempts to force files to be checked in centrally could only be achieved via an 'undo checkout' - which would mean those changes in the Checked out files are rolled back and lost. It also worth noting that there may also be 'Private State' files in that Vault View - files created and saved into PDM but not yet Checked In for the first time.
We find it best to address this though two things. The first - make it easy for the users to identify their Checked Out files. If you are using PDM Pro, this cold simply be a Search Favourite and they can bulk select all files and Check In direct from Search results. If STD (without Favourites) you could maybe provide a Search Card for each user hardcoded Default Values) to locate Checked Out files linked to their Log In name. The second thing is Management and that is often easier AFTER somebody loses a weeks work because they didn't Check their files in and then suffered a hardware failure. If users understand WHY they are checking their data in at the end of the day (noting that Overwrite Previous Version can be used to reduce large numbers of Versions and 'Keep Checked Out' can also be employed to do a point Check In that keeps the file 'locked' to you afterwards) then they are more likely to do it anyway.
Solid Solutions Management (UK)
To put it simply, there is no option for that. It is an end-user responsibility to check in regularly - much like saving regularly.
Francisco Guzman | CSWS-DMA
Would it be possible to have PDM notify the users of the files that they have checked out?
PDM Supports two types of Notifications, those triggered via a Workflow transition and those linked to a State. State notifications can be sent when a file is checked out, but I don't think that's really what you want. State notifications can also be sent when a file is in a State for too long (e.g. Pending Approval), but again that doesn't give you what you want - you probably need a combination of the two, a "delayed in Check out"as it were. There is no option for this and I'm afraid the best option would be to have a favourite / saved search that returns the list of Checked Out files to the logged in User on request.
All the best
It could be done with a PowerShell script using the PDM API and having Windows Task Scheduler run the PowerShell script on a schedule.
Would I need to create the API or are there custom PDM API out there?
Most likely there is not one that does exactly what you want, but if you or anyone in your company that has programming experience should be able to piece together code from examples in the API help file.
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