By Pascale Brouillette – Data Management Specialist at SolidXperts
Conditional notifications can be used during a transition to notify different groups or users according to certain criteria:
– Types of documents
– Data card variables
These notifications can be sent in a predefined or dynamic way.
Here is the methodology for conditions according to SOLIDWORKS document types (file path):
1 – PDM Administration Tool > Work flow > Open :
2- Workflow Transition > Properties :
3- Notifications tab > Add Conditional Notification :
4 – Tab Recipients
– Add Users/Groups :
Select groups that must receive the notifications
– Add Variable :
You can use a data card variable as notification trigger.
5 – Notifications tab > Notification Conditions
< Click here to add a condition >
For the example : File path
Value / For the example: enter the file path
For the example : Text equal to
The list of operators depends on your selection in the previous step
2D App / to approve drawings
3D App / to approve models
In the end for this example you will have two groups of notification recipients
6 – Test: A set of documents have been change stated by a designer.
7 – Results : Notification Received by members of approval 3D & 2D groups.