Monday, March 18, 2013

It’s Never Too Late to Vote in EPDM

A parallel approval requires multiple people to "vote" on an approval before the file(s) are moved on to the next state, which can be helpful in having multiple department heads approve a design before it is released, or requiring three out of five managers to approve before releasing a design.

In past versions of SolidWorks Enterprise Product Data Management (EPDM), it has been possible to create a parallel approval process in a workflow, but in a roundabout sort of way. In 2013, it's baked right into EPDM.

To create a parallel approval:
  1. Create a transition between two workflow states.
  2. Choose "Parallel" under Type
  3. On the Roles tab, click "Add Role"
  4. In the Add Role dialog box:
    1. Type a Name for the Role
    2. Select "Add Member"
    3. Add a Checkbox next to users or groups > OK 
    4. Define a number of Required Users
  5. Optionally, add a notification:
    1. Select the Notifications tab
    2. Select a folder where you want files to be affected by the notifications (Top Level folder will affect the entire vault)
    3. Select Recipients in the "Folder Notification" dialog
    4. Select "Add recipients"
    5. Add a Checkbox next to users or groups > OK
    6. Select OK to "Folder Notification" and "New Transition Properties"

Parallel Approval Transitions have a double green arrow compared to a single green arrow for normal transitions.

Below is a video that takes you through parallel approvals.

In combination with the new "Delayed in State Notifications," your workflows can be much more streamlined and powerful. Check out more of What's New in EPDM by going into the SolidWorks Help drop down menu.

For more training and tutorials on the many 3D CAD Modeling solutions in the SolidWorks family of products and add-ons, please feel free to look through our Webcast Archive, register for an upcoming webcast or event, or look into our 3DU SolidWorks Training and Certification courses.

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