Alignex Blog

3 Examples of PDM Workflows That Save You Time

Mike Strand on October 2, 2015 at 4:27 PM

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One of the most beneficial and commonly used automated processes of SOLIDWORKS PDM workflows is the ability to send notifications to the right people throughout the different stages of product development.

As Pete Riegler, Alignex Senior Consulting Engineer, describes “It's like having your own personal assistant sending out emails notifying your co-workers that something is waiting for their approval. This email contains important information about the files, current stage of the process and a link to the file for viewing.” 

SOLIDWORKS PDM Workflow Notifications

Above is an example of one way a company could set up pdm notification workflows. Much like when a part moves from one machine to the next, a design often gets shuffled from person to person with different areas of expertise.

Here are three examples of pdm workflows and the steps that describe the automation and the corresponding reduction of manual input involved.

Example #1: Designer creates a revised drawing and saves it to the vault (a storage location within SOLIDWORKS PDM) then submits for approval.

Automated step:

  • Drawing gets watermarked (pending) and emailed to supervisor for approval. It may also trigger a task such as Design Checker to check the drawing against its standard.

Steps eliminated:

  • Designer creating a watermark on the drawing, creating an email specifying the design change and checking the drawing for completed notations.

Example#2: Supervisor gets email and checks out the drawing. The drawing looks good so the drawing is approved.

Automated step:

  • Revision gets added to the title block and PDF gets emailed to the right people or placed in the proper location while sending an email notification.

Steps eliminated:

  • Asking designer to adjust drawing info for new revision and locating the right people to send new revision to.

Example #3: Designer/Supervisor initiates an ECN.

Automated step:

  • Files get routed to the proper people for approval. People are notified via email and tasks such as file converter (which converts a file to a neutral format) can be executed.

 Steps eliminated:

  • Notifying supervisors individually, sending files to the necessary locations and converting the file to a neutral format.

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Editor's Note: This post was originally published in October 2015 and has been updated for accuracy and comprehensiveness. 

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