File Movement with PDM Workflow

PDM Workflows
,
1

Hello

Working with PDM, we have set up actions when the file goes from one state to another, for example: creating a PDF, moving the CAD from one folder to another, etc.

The problem is with the movement of the CAD from one folder to another, in theory its operation is as follows:

  1. Sending CAD files into our validation loop
  2. Validation of files by validators
  3. Moving CAD (3D+2D) from the Project Folder to the ACTIVE Folder
  4. Change state to lock files (unable to extract)

Except if the file that undergoes the action is used in an assembly that is itself extracted on another computer, the move cannot be carried out and the CAD file remains in its original folder.

What could solve this problem would be to work like a task scheduler, the idea would be to:

  1. Create a task during validation
  2. Triggering the task in the hollow (when all the files are archived), if it is impossible to retrigger it later (D+1 or +2)

So I'm looking for any solutions, tools that already exist, go through a macro with excel spreadsheet, etc.....

Thank you in advance for your feedback,

Have a good day everyone,

Julian.

2

+1 to revive the topic

3

Hello

maybe there is a solution with the "Paste Paratgé" function, it's just an idea, I didn't dig deeper into the subject

Kind regards.

4

Hello

I'm interested in fixing this problem as well, facing the same hurdle.

Out of curiosity, how do you move files? By hand (cut/paste) or via dispatch?

It's true that a task scheduler tool would be very useful!

5

Hello

I don't see too many solutions to your problem.
I was rather changing the principle.

- At validation, I add/modify a parameter "A_Archiver" = 'YES' via the PDM. This does not block the creation of the pdf and the use of the file.
- with a task scheduler (in the night) and a macro, I check all the files with the marker and move them.
- Above all, don't forget to re-modify the parameter  "A_Archiver" = 'NO'

If everyone plays the game and archives the work well, there should be no more problems.

6

Hello

I have a little question for my personal curiosity, why would I want to move files when a state changes?

Kind regards

7

Hi all

Answers to your questions below:

romain.jouanny , we currently use the Dispatch, but when it doesn't work we move the file by hand.

Todesco , yes this can be a solution, I hadn't thought of using a variable in PDM and combining planner + macro, as soon as I have a little time I'll deepen the subject thank you ;)

D.Roger , we do this because it allows us to lock the files at the end of the design when it gets into production and visually centralize the files in one place.

Thank you for your answers.

8

Hello

We had the same problem and to fix it, we unchecked the option "The file is open in another application".

This option can be found in the user properties and then in the warnings.

You can choose this option on 4 different operations: Archive; Change state; Define the revision; Extract.