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 
    • 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)
  • 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.

  • 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