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Solving SOLIDWORKS® Manage Process Hurdles: How to Ensure Smooth Record Transitions

Are you encountering hurdles when trying to send records to a process in SOLIDWORKS® Manage? It can be a common snag, but often the solution lies in the details of your system configuration. Whether you're a seasoned System Administrator or new to the role, ensuring that your processes are correctly set up is crucial for a seamless operation.

-by Rohit MAGAR

The Send to Process option allows a record to be sent straight to a process. If the Send to Process button is clicked, the user must select a process from the drop-down list in the popup window. Most of the time, while configuring a new process in SOLIDWORKS Manage, System Administrators forget to include certain options. When a user attempts to send a record to a new process, the drop-down menu is empty, or the notice “This process does not allow items with this status: Checked Out. Press Ok to ignore or Cancel to abort this operation” appears.

To rectify this behavior, the system administrator must update the process. Go to Options > Administration Options > Structures > Processes and edit the desired process. Ensure that the following settings are configured appropriately:

1. Process Inputs: Each process has the option to allow or restrict the records that can be sent to the process’s initial stage based on Record Status and/or PDM State. Only records with status added under ‘Status of INPUT records’ will be allowed in the process. For the PDM records status needs to added under ‘PDM Objects’. If there is no status added under PDM Objects, then all PDM States are allowed.Image 2 displays a warning indicating that this process does not allow items with the status Checked Out. Image 3 clearly illustrates that only ‘Checked In’ and ‘Released’ records can be sent to process, and the file with the warning notice is in the Checked-Out state.

2. Access Rights: The Access Rights option determines which Users or Groups have access to this procedure. The group or user that initiated the new process must have Full Control over it. Check the Access Rights tab to ensure that the process has permissions.

3. Objects and Partial Administrators: Choose which objects can be used in this process. This process will thereafter be available when a user provides a record to process from one of the permitted objects. Under Objects and Partial Administrators, ensure that either the object that will initiate the process is selected. You can also select the ‘Use in all objects’ option if all objects require access to this process.

4. Workflow Properties:Under Workflow Properties, select the first stage and enable ‘Allow Users to Add or Remove Items’. Once this option is selected, objects can be added or removed from this procedure. Don’t forget to click the Save button on the same page. You should now be able to submit your object or record to this process.

You should now be able to submit your object or record to this process.

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