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SOLIDWORKS PDM Warning Settings

SOLIDWORKS PDM displays various file warnings during Check In, Check Out, State Transition, and Set Revision to help users understand the state of files and their references during these operations as verification step to ensure all files are ready for that operation. For example, PDM warnings can be configured to prevent a user or group from incrementing a revision when a file is checked out, which could otherwise increment a file without the desired changes.  

 

Within the SOLIDWORKS PDM Administration tool, expand the Groups and Users Management tab and then edit the properties for the required Groups or Users level. 

SOLIDWORKS PDM Warning Settings

Once the Group/User properties are opened, click the Warnings category. Within the newly opened dialog, select the ‘Affected operation’ dropdown to change warnings associated to the categories listed below. Each Affected operation will have different warnings that can be selected, which will then block the operation from proceeding if that parameter is met. 

    • Change State 
    • Check In 
    • Check Out 
    • Set Revision

SOLIDWORKS PDM Warning SettingsWarning

SOLIDWORKS PDM Warning Settings   Blocked

 

Note, when the option ‘Can’t ignore any warnings’ is turned on and a warning is reported, the user cannot perform the operation. 

SOLIDWORKS PDM Warning Settings

For example, if the Change State operation is chosen, and the ‘File is checked out’ warning is checked, a user will be blocked from changing the state of a file if it is checked out. 

 

Alternatively, if ‘File is checked out’ is left unchecked, then a user will see a warning message displayed when changing the state of the file, though the operation will not be blocked, and the user will still be allowed to change the state of the file.  

 

The example below shows a workflow transition operation with three warnings, one of which must be resolved (blocked). 

    • The file is not rebuilt. 
    • File is checked out. 
    • File is in a different state. 
SOLIDWORKS PDM Warning Settings

There are many different combinations of warnings which can be displayed or blocked within PDM. Knowing how to use SOLIDWORKS PDM warnings and when to disable them/enable them will allow greater control over the vault and provide Administrators with more tools to enable their users’ success.   

 

Below are detailed lists with descriptions of each warning condition. 

Affected Operation: Change State

Child references do not meet state conditions The child references of the parent file do not meet the state conditions set in the Transition Properties dialog box.
File is checked out The file is checked out by the user in the Checked Out By column.
File is in a different state The state of referenced file does not match the state of parent file that the user is transitioning. For example, the state of the referenced file has already changed when changing the state of the parent file.
File not found The file is not stored in the vault.
Latest version is not attached A later version of the file is in the vault.
No rights to change state The user does not have permission to change the state of the file.
SOLIDWORKS Drawing is saved in detailing mode The drawing may be out of date since it was saved without the resolved references.
The file is not rebuilt The file was not rebuilt when it or its parent file was modified.
The file is open in another application The user can close the file in the other application and then change the state of the file.
Unknown file format The format of the file has not been defined in SOLIDWORKS PDM.

Affected Operation: Check In

Cyclic reference The referenced file itself refers back to the parent file and cannot be checked in. The detection of a cyclic reference always blocks check in.
File name is not unique Another file of the same name already exists in the vault.
File not found The referenced file is not found.
Local file is modified A local copy of the referenced file has been modified.
Local version has been overwritten A local version of the file has been overwritten.
Missing data necessary for BOM, needs resaving in SOLIDWORKS The internal data required for BOM is either missing or not updated leading to incorrect BOM entries. To correct the BOM entries, resave the assembly file in SOLIDWORKS.
No local copy The referenced file is present in the vault but there is no copy in the local folder.
Outside SOLIDWORKS PDM The referenced file is stored in a location outside the file vault and will not be added as a reference in SOLIDWORKS PDM for the parent file (the actual reference is still stored in the physical parent file.)
SOLIDWORKS Drawing is saved in detailing mode The drawing may be out of date since it was saved without the resolved references.
SOLIDWORKS Drawing is set to use Independent Revision table The SOLIDWORKS drawing includes an Independent type revision table. SOLIDWORKS PDM revision table integration supports use of See Sheet 1 or Linked type revision tables.
The file is checked out by another user The referenced file is checked out by another user.
The file is checked out in another folder The referenced file is checked out by another folder.
The file is checked out on another computer The referenced file is checked out by another computer. .
The file is not rebuilt The file has been updated more recently than a drawing or assembly that references it. Clicking this warning will provide additional information regarding which files need to be rebuilt.
The file is open in another application The user can close the file in the other application and then check in the file. If the file is open in SOLIDWORKS and the SOLIDWORKS PDM add-in is installed, the user can check in from the add-in without closing the file.
Toolbox file is located in a non-Toolbox folder. The referenced Toolbox file is outside the defined Toolbox root folder.
Unknown file format The file format is not recognized or configured for the PDM vault.

Affected Operation: Check Out

Can't check out: Unsupported file type Files of this type are not supported in the vault.
Document in multiple projects The document is used in multiple projects.
File is checked out The file is already checked out by another user.
File not found The file is not stored in the vault.
No check out rights The user does not have permission to check out the file.
The file is deleted The file has been deleted from the vault.
The file is open in another application The user should close the file in the other application and then check out the file. If the file is open in SOLIDWORKS and the SOLIDWORKS PDM add-in is installed, the user can check out from the add-in without closing the file.

Affected Operation: Check Out

A revision is attached to a newer version A revision number has already been attached to a newer version of the file.
Can't Set Revision A transition action is to set the file revision, but there is a problem.
Can't set revision. End of revision list The values in the revision list have been exhausted and the operation is refused.
Can't set revision. File is checked out The file is checked out. The user must check in the file to set its revision.
Can't set revision. Missing revision on referenced file No revision number has been configured for a file that is referenced by this file.
Can't set revision. No revision generator found No revision number has been configured for this file.
Can't set revision. You lack sufficient rights The user does not have permission to set the revision of files in this folder.
File not found The file is not stored in the vault.
Multiple versions exist in tree More than one version of this file exists in the folder.
Somebody else has created a revision on this document Another user has incremented the revision number on this file.
The file is not rebuilt The file has been updated more recently than a drawing or assembly that references it. Clicking this warning will provide additional information regarding which files need to be rebuilt.
The selected version does not exist The selected version does not exist in the vault.

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Get help from our team by Calling us at 800-364-1652 x 2. You can also get assistance by clicking the Technical Support button or the Email Our Experts button below. 

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byRick Braine
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