Start a PDM job with a variable condition

Hello,

I have a PDM task to convert a 3D (sldprt or sldasm) to a step.
The task can be launched at will, by right-clicking in PDM.

I would like to find a way so that this task can only be started for files whose STATE = APPROVED variable, this is to prevent rascals from coming out of the steps of parts under development...

In the task settings, I didn't find a conditional function, only access rights to groups/people, but there are rascals everywhere.

I imagined being able to make a dispatch script, but I can't find a condition to activate a script when launching a task.

In short, I'm drying.

Anyone have an idea?

Thank you,
Jerome.

Config: SolidWorks Premium 2023 SP3.0; PDM 2023

Isn't that it?
Adding Transition Actions - 2021 - SOLIDWORKS Design Help

Hello,
Apart from a transition that would launch the task (removal of the option in the users' context menus) I don't see any other native solution.
Afterwards, maybe by playing on the script itself (it's nothing more or less than a macro that launches), by intercepting the workflow state or by querying a variable and forbidding the launch of the task.

It would seem simple put like that!
Normally in the workflow there is no way to apply a task easily
The AI gives me this information to take with a grain of salt and I don't have PDM, unfortunately.

  1. Filter Action for Parts and Assemblies
  • Open your workflow and double-click on the transition that leads to Approved.
  • Go to the Actions tab and double-click on your existing action (or create a new one of type Run Task).
  • In the Run for extensions box, enter the comma-separated extensions: sldprt, sldasm.
  1. Configure the STEP conversion job (If not created)

If you haven't already set up the task itself in PDM:

  • In the Admin Tree, right-click on Tasks > New Task (or double-click on the Convert task if you're already using it).
  • In the Add-in section, select SolidWorks Task Add-in.
  • In the Output Properties section:
    • Select STEP (*.step) or IGES/STEP in the output file format.
    • Define the destination folder (e.g. original folder or dedicated export folder).
  1. Enable Task Servers
  • Make sure that your compute computers have the Task Add-in Configuration option enabled (via the PDM icon in the Windows taskbar, right-click > Task Server Configuration).
  • Select the checkbox for your conversion job to have this PC accept processing it.

Again this is a strict copy of what AI gives me, I've already had some pretty gross errors so to check

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Hello,

As @Cyril_f said, you have to start the task during the approval transition (-> the steps will be done automatically with each approval).
On the other hand, it will make you a lot of steps.
If that's too much, you'll have to create a specific approval path with step creation in your workflow (not the easiest to manage) or manage the launch of the task according to the value of a property (probably a better solution).

And the job must not be accessible to standard users but only to the workstation/user/group that manages your print jobs (in the task settings):
image

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If it's easy but you have to create a transition that executes the task, an arrival step of this transition where nothing happens and then return to the automatic start step via a transition.
Edit: Or do it in the transition that leads to the Approved state as suggested by @froussel but effectively systematic steps and not on demand

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And also uncheck the fact of displaying the command in the user menu:
image

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Indeed, the solution of activating the task by a state transition works well, and allows to generate steps only on demand, and not in a systematic way.

Thank you all!

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