Using XML documents as Templates in SOLIDWORKS PDM

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XML Templates afford the most flexibility in styling your documents. With this method, the XML can be copied and repeated, while there will only be one associated XSLT file in the SOLIDWORKS PDM vault. The XSLT utilized Extensible Stylesheet Language to transform an XML file into a styled format for display and printing. It is important to note that the document can only be edited from the data card.

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From InFlow: Enhanced Permission Control – Undo Check Out

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With SOLIDWORKS PDM 2018, you now have the option of allowing your entire administration group to undo the check out of a file checked out by another user on a different machine. Once the check out is undone, a comment is also placed in the history of the file. Read the full article over on the InFlow Tech Blog! Go To Article

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Working in Tandem: SOLIDWORKS Inspection and SOLIDWORKS PDM (Part 3)

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In this three-part blog series, we’ve been discussing SOLIDWORKS PDM Professional and SOLIDWORKS Inspection and, most importantly, using them together in harmony. In our scenario, our CAD revision control process has had extraordinary success with the use of SOLIDWORKS PDM and now we want that same success for the quality team using SOLIDWORKS Inspection. In part one, we uncovered the capabilities of SOLIDWORKS Inspection as an add-in, as a standalone, and the ins and outs of SOLIDWORKS Inspection Professional. In […]

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Customer Story: WallX

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Creative problem-solving is at the heart of what it means to be an entrepreneur. That’s what Greg Dempsey sought to do when he came up with WallX: solve a problem. “I built homes for a long time, and I always had trouble hanging things on walls,” Greg says. “You kept seeing new products come out, but none of them were a one-stop solution. So I thought, hey, let’s figure this out.” And figure it out he did. It may have […]

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Using Excel as a Reporting Tool in SOLIDWORKS PDM

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Some SOLIDWORKS PDM administrators want to gain more use of their data. Installing and using Reporting in SQL Server can be very powerful, but it requires a foundation of knowledge in setting up reports, permissions, and additional installations that some companies are not willing to give a PDM administrator. SOLIDWORKS PDM can also generate reports using the Report Generator, but it can only deliver the results in table format. Reporting in Excel can be more flexible and allow you to […]

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Replacing Control Logic with a Tab Control: SOLIDWORKS PDM Tech Tip

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Control Logic is a powerful tool for use in SOLIDWORKS PDM, but it does come with its limitations. Control Logic conditions can only be assigned to one control at a time. This means that if you have many controls that need to be shown or hidden at once, each one will need to be individually set up with Control Logic. Also, there isn’t a tooltip or other visual aid when editing a data card that would let the administrator know […]

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6 Questions (and Answers) for a Successful PDM Vault Implementation (Part 2)

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Bringing together two SOLIDWORKS tools can result in tremendous improvements to your overall workflow and business potential. However, the road to utopia can often be bumpy or, quite frankly, confusing. Just say your CAD revision control process is flourishing thanks to SOLIDWORKS PDM Professional and now you want that same success for your quality team with the help of SOLIDWORKS Inspection. In part one of this blog series, I ran through what SOLIDWORKS Inspection can do and introduced how to […]

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From InFlow: SOLIDWORKS 2019 What’s New – SOLIDWORKS PDM Inspection Integration – #SW2019

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With the introduction of SOLIDWORKS 2019, SOLIDWORKS Inspection users will now have integration with SOLIDWORKS PDM. This will include variable mapping, reference management, and a new SOLIDWORKS PDM ribbon in the stand-alone SOLIDWORKS Inspection application. With all these new tools, SOLIDWORKS Inspection users will start to see the same ease of use as SOLIDWORKS, Office, and Draftsight users in SOLIDWORKS PDM. Here is a closer look into the capabilities of these three new components: Variable Mapping: This new update will allow for mapping into two SOLIDWORKS Inspection blocks: SWIPrjProperty and SWICustomProperty. The SWIPrjProperty block will define mapping for the SOLIDWORKS […]

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From InFlow: SOLIDWORKS PDM 2019 What’s New – File Shortcut Menu – #SW2019

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This 2019 release of SOLIDWORKS PDM will have updates to accessibility for specific PDM functions, such as Check-In or Get Latest, throughout the vault. This blog will focus on the Right Mouse Click menu in specific tabs on the Window Explorer. In previous versions of SOLIDWORKS PDM, the File Shortcut Menu was only available in the Windows Explorer File View. This meant that right clicking on a file that you would find in areas such as the Where Used or […]

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Deleting Already Used Workflows and States in SOLIDWORKS PDM

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If you’re a SOLIDWORKS PDM Administrator, you have most likely run into this issue: You need to change your workflow but if you try to delete a workflow state and save you get the dreaded message “The workflow was successfully saved but some states could not be deleted since there are files that are or have been in those states.” The reason this is strictly controlled is because of the file history. If the file is ever rolled back to […]

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