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Automatic PDM Task not executing

A PDM Professional vault can have tasks configured to run either manually or automatically through transition actions, some examples are:

  • Convert to PDF.
  • Convert to DXF.
  • Print

These tasks can be incorporated to your workflows, i.e , when a part and a drawing get approved, the Convert to PDF task automatically runs and creates a PDF of the drawing file. If the task does not run there are a few troubleshooting steps to try:

  • Ensure there are enough licenses. In-order for a convert task to be executed, the file needs to be opened in SOLIDWORKS to perform the Save-As function. If there are no licenses available, SOLIDWORKS will not start up.
  • Allow the SOLIDWORKS Task Add-in to run on the computers where task is to be executed:
    • Right Click PDM blueberry icon in Windows System Tray.
    • Select Task Host Configuration 
      Selecting Task Host Configuration in a screenshot
    • Select  the appropriate File Vault
    • Permit the add-in
    • Ensure the add-in is the same version as specified in the PDM Administration tool as well as the same version as your current PDM installation (29030063 refers to SOLIDWORKS PDM 2021 SP3.0)
      Ensuring the add-ins is the same version in the screenshot.
  • Make sure the Task is configured and there are computers assigned to run the tasks.
    • Open PDM Administration tool.
    • Double click on the relevant task > Execution Method.
    • Select all computers to run the task that are required.

      Selected a checkbox of a computer to run the task that are required
  • Review the PDM client and/or archive server logs or the task logs folder (Default location is the PDM vault root location) for more information.

 

Date published: 19/07/2022