{"id":2295,"date":"2021-10-21T17:03:32","date_gmt":"2021-10-21T17:03:32","guid":{"rendered":"https:\/\/www.solidxperts.com\/?post_type=techtips&p=2295"},"modified":"2024-12-03T16:46:25","modified_gmt":"2024-12-03T21:46:25","slug":"pdm-using-conditional-transition-notifications-in-a-workflow","status":"publish","type":"techtips","link":"https:\/\/www.solidxperts.com\/en\/blog\/pdm-using-conditional-transition-notifications-in-a-workflow\/","title":{"rendered":"PDM: Using conditional transition notifications in a workflow."},"content":{"rendered":"

[vc_row full_width=”stretch_row_content” css=”.vc_custom_1634769939600{background-color: #0d1327 !important;}” el_class=”post-header”][vc_column][vc_row_inner el_class=”container”][vc_column_inner][vc_column_text el_class=”hideme subtitle”]BLOG[\/vc_column_text][vc_column_text el_class=”hideme title”]<\/p>\n

PDM: Using conditional transition notifications in a workflow.<\/h1>\n

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\"PDM-Using<\/div>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_class=”sass_social_container”][vc_column][vc_column_text]
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By Pascale Brouillette<\/a> – Data Management Specialist at SolidXperts<\/em><\/p>\n

Conditional notifications can be used during a transition to notify different groups or users according to certain criteria:<\/strong><\/p>\n

– Types of documents<\/p>\n

– Data card variables
\nThese notifications can be sent in a predefined or dynamic way.
\nHere is the methodology\u00a0for conditions according to SOLIDWORKS document types (file path):<\/p>\n

1 – PDM Administration Tool > Work flow > Open :<\/strong><\/p>\n

\"\"<\/p>\n

2- Workflow Transition > Properties :<\/strong><\/p>\n

\"\"<\/p>\n

3- Notifications tab > Add Conditional Notification\u00a0:<\/strong><\/p>\n

\"\"<\/p>\n

4 – Tab Recipients<\/strong><\/p>\n

\"\"<\/p>\n

– Add Users\/Groups\u00a0:
\nSelect groups that must receive the notifications<\/p>\n

– Add Variable\u00a0:
\nYou can use a data card variable as a notification trigger.<\/p>\n

5 – Notifications tab\u00a0> Notification Conditions<\/strong><\/p>\n

< Click here to add a condition ><\/p>\n

\"\"<\/p>\n

– Variable
\nFor the example: The file path<\/p>\n

\"\"<\/p>\n

Value \/ For the example: enter the file path<\/p>\n

–\u00a0Comparison
\nFor the example: Text equal to<\/strong><\/p>\n

\"\"<\/p>\n

The list of operators depends on your selection in the previous step<\/p>\n

2D App \/ to approve drawings<\/p>\n

\"\"<\/p>\n

3D App \/ to approve models<\/p>\n

\"\"<\/p>\n

In the end, for this example, you will have two groups of notification recipients<\/p>\n

\"\"<\/p>\n

6 – Test: A set of documents have been changed stated by a designer.<\/strong><\/p>\n

\"\"<\/strong><\/p>\n

7 – Results: Notification Received by members of approved 3D & 2D groups.<\/strong><\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

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