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How to Set PDM to Details View in Windows File Explorer

How do I set SOLIDWORKS PDM to Details View in Windows File Explorer is a question asked often by new users. Setting this option for all folders in a vault will display user/group specific variable columns defined by your PDM Administrator, ensuring critical file data and variables are visible to users. 

 

Since SOLIDWORKS PDM is integrated into Windows File Explorer, a quick change to the folder options is all that is required.  

 

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Windows 11 

Windows 10 

Windows 11 Steps

Viewing root folder file navigation

To migrate this setting to all sub-folders of the vault, from the Organize dropdown: 

      • Select the three dots in the upper right corner to “See more” then select Options to launch the Folder Options dialog. 
      • Click the View tab and then click the Apply to Folders button. 
      • Click Yes when prompted ‘Do you want all folders of this type to match this folder’s view settings?’ 
Viewing Folder Options file navigation

All folders within the vault will now use the Details view (or whichever view type chosen) by default. Streamline your PDM view to meet your needs by configuring your view layout today. 

Viewing example of completed steps

Windows 10 Steps

From the root folder of the vault, click More Options from the Change Your View dropdown, and select Details. The PDM view changes to display the user/group columns detailed in the Administration Tool. 

Viewing navigation options walkthrough

To migrate this setting to all sub-folders of the vault, from the Organize dropdown: 

      • Select Change folder and search options to launch the Folder Options dialog. 
      • Click the View tab and then click the Apply to Folders button. 
      • Click Yes when prompted ‘Do you want all folders of this type to match this folder’s view settings?’ 
Migrate settings to all subfolders

All folders within the vault will now use the Details view (or whichever view type chosen) by default. Streamline your PDM view to meet your needs by configuring your view layout today.

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