I come from CREO and Windchill world at my previous job. My new place of business uses CREO, but uses Solidworks PDM for it's data management.
Our administrator is under the belief that all files must have a predefined prefix in order to go through a workflow. So if you could imagine a file that would normally be named "side_panel.prt" would have to be named for example "wpengstd-side_panel.prt" in order to go to a workflow...this applies to ALL files...excel, creo, pdf, anything has to have a workflow prefix.
Everything I see and read seems contrary to that. I am working with her to create a workflow without a condition of Category (which she uses to define the workflow), but with condition of Filepath only so all files in a particular folder go through the same workflow.
Am I missing something or is she correct ? I'm being persistent but hopeful to her in hopes we can set this up correctly for a new engineering folder.
You are correct, there is no need for a prefix. The conditions for a file getting into any given workflow are completely user (well Administrator) defined, as well as each transition within that workflow.
To specify any file in a certain folder would be the condition type: filepath, argument: %\[foldername]\%
These pages spell out the options:
for workflows:
http://help.solidworks.com/2014/English/EnterprisePDM/Admin/IDD_WORKFLOW_PROP.htm?id=88b84b3873b0421fac5ff496edfd17cd#Pg0
for transitions:
http://help.solidworks.com/2014/English/EnterprisePDM/Admin/r_condition_operators_for_workflow_transitions.htm?id=2fc676783797422cbe24e852d8ac1b92#Pg0