SOLIDWORKS PDM - Create Workflow Notification

PDM workflow transition notifications are quite useful in notifying the next approver that they have files that are awaiting their approval. They only take a few minutes to set up and can be tied to groups, so a change in the group members will update who gets notified when a file is submitted for approval. Additionally, by making the notifications dynamic, the recipients can be specified when the file is submitted for approval.
In this video, I demonstrate how to create a simple folder notification. A folder notification will be triggered when a file goes through the transition with the folder notification – if the file is in the specified folder. The default is to specify the root level of the PDM vault, so all files going through this transition will trigger the notification.
There is another type of notification called a “Conditional” notification. Help on how to utilize this notification are covered in another article which is linked below.

Presenter: Jim Ward, PDM Technical Support Specialist at GoEngineeer

SOLIDWORKS PDM Resources:

SOLIDWORKS PDM
Conditional Notifications
SOLIDWORKS PDM Technical Articles & Tutorials
PDM Training