AnsweredAssumed Answered

Update PDM Preview through Workflow

Question asked by Christopher Clark on Feb 2, 2021
Latest reply on Feb 3, 2021 by Wayne Marshall



I am building our Product Change Request process into PDM, and I am running into some problems where the excel file's preview does not update unless the file is checked out, saved, and checked back in. 


Right now, I have everyone set to use Web2 and instead of checking out the excel file to sign-off, their name is updated on the document once they change the state of the file.


My problem is that since they are not checking out the file or opening the file in Excel, the preview is not triggering to update. Is there a task that can open the excel file, check out, save, and check back in that can be triggered through the workflow? Or is there a better way to trigger PDM to recreate the preview?


Thank You,