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PDM Task Release Notes

For the other product, see SOLIDWORKS add-in release notes.

2026.11.28

Applies to the PDM Task — includes changes from task builds 2026.11.22–2026.11.28.

  • Added Characters (FolderName) placeholders for the first 1 to 5 characters of the containing folder name.
  • Updated connector catalog downloads to use TLS 1.2 and removed the manual Add connection button.
  • Removed the default window icons from the connector catalog and connection settings dialogs.
  • Removed the task's Update PDMPublisher menu and bundled updater. Use PDMDeploy or import a CEX file to update the task.

Updating the task · Folder name placeholders

2026.11.21

Applies to the PDM Task — includes changes from task builds 2026.11.18–2026.11.21.

  • Added Update PDMPublisher to the add-in's PDM Administration menu.
  • Includes the standalone updater in the task package, with update details and a link to release notes.
  • Uses the PDMDeploy installation sequence with current-user registration.

Download PDMPublisher.cex · Updating the task

2026.11.17

Applies to the PDM Task

  • Added searchable configuration checkboxes for all selected parts and assemblies, with SOLIDWORKS icons and filenames.
  • Processes each selected file/configuration pair in one task with a combined log.
  • Added a collapsible quantity multiplier section for the BOMQuantity placeholder.

Configuration selection

2026.11.15

Applies to the PDM Task

  • Added an optional second export location with the same placeholder editor and folder browser as the primary location.
  • Copies exported files, merged PDFs, and ZIP archives to the second destination without exporting them again.
  • Preserves both intended copies during duplicate cleanup and avoids duplicate writes when the destinations match.

Second export location

2026.11.14

Applies to the PDM Task

  • Added Characters (FileName) to the placeholder menu, with choices for the first 1 to 5 characters of the filename without its extension. Shorter names return all available characters.

Download PDMPublisher.cex · Filename character placeholders

2026.10.29

Applies to the PDM Task

  • Unified saved-settings lookup between PDM Administration and task execution. Saving also updates the legacy entry for older task hosts.
  • Added startup logging of the settings source, PDF merge setting, and individual reference export setting. Reopen and save the task after upgrading, then launch a fresh instance.

2026.10.28

Applies to the PDM Task

  • Drawing model exports prefer SOLIDWORKS drawing-view configurations, then PDM configuration, then @.
  • Released-state matching now accepts any state name containing Released, ignoring case, including Pre-Released and Unreleased.
  • Part-to-part dependencies skip independent release checking and caching; assembly components remain validated.
  • Hardened task-editor resize handling during opening and closing.
  • Task Details can find logs by their instance GUID when saved links are unavailable.

Drawing model exports and reference matching

Applies to the PDM Task

  • Added Export referenced models from drawings, off by default, with explanatory text beneath the checkbox. Selected 3D formats and enabled part flat-pattern exports use the drawing's referenced configurations and folder rules.
  • Released-reference matching now uses the current parent's historical children, including omitted references. Missing extensions resolve only when the child can be identified uniquely; ambiguous errors list the candidates.

2026.10.25

Applies to the PDM Task

  • Applying font styles to an annotation preserves newly entered text and SQL filename placeholders. SQL query and connection settings survive saving and reopening.

2026.10.24

Applies to the PDM Task

  • Cache failures for referenced files are reported as Omitted and suppressed in temporary publishing copies. Main selected inputs still must cache successfully.
  • Removed omitted files from exports and recalculated retained BOM quantities; shared dependencies remain available through retained branches.
  • HRESULT errors use the vault's readable error message. Error locations show only a source filename and line number, without full stack traces.
  • Log filenames use affected document names and the task GUID, with invalid characters removed. Each run clears the prior log text.
  • PDM add-in version: 20261024; assembly version: 2026.10.24.0.

2026.10.23

Applies to the PDM Task — includes changes from task builds 2026.10.19–2026.10.23.

  • Added task input extension filters, with Part, Assembly, and Drawing checkboxes and an additional-extension dialog. An empty selection allows all file types.
  • Cancel interactive launches before queueing when no selected files match. Fixed launch cancellation being overwritten.
  • Released-only publishing now identifies cut-list items and virtual components by PDM reference type and skips their independent release checks and caching.
  • Reference failures identify the child reference, paths, IDs, type, and the parent's selected Released version instead of incorrectly implying that the parent is unreleased.
  • PDM add-in version: 20261023; assembly version: 2026.10.23.0.

2026.10.18

Applies to the PDM Task

  • Updated the PDM add-in and maintenance entitlement version to 20261018. The corresponding assembly version is 2026.10.18.0.
  • Added activation support for the PDMPublisher (Trial) product name while keeping PDM Task and SOLIDWORKS add-in licenses separate.
  • Sorted output formats alphabetically in task setup and task-launch format selection.

2026.09.33

Applies to the PDM Task

  • Rebuilt the Task Details Log tab as a structured report of saved outputs and failures. It shows totals, timestamps, destination files, PDM versions, source files, and the selected row's details. Existing task logs remain supported.
  • Added Cut-list item grouping to Split Bodies. Administrators can continue exporting every body or export one representative body for matching geometry and material in each cut-list item. Grouped filenames include the quantity per part; bodies that cannot be verified are exported separately.
  • Fixed task-launch output-format selections and evaluated paths being replaced when publishing started.
  • Improved resizing of the Publish and Integrations pages inside SOLIDWORKS PDM Administration.
  • Fixed keyboard input in embedded Publish fields and inline annotation editing.
  • Made the PDM Task deployment self-contained. Manual deployments must use the complete package, including PDMPublisher.Merge.exe, PDMPublisher.TOC.exe, their configuration files, and all packaged dependency DLLs.

2026.10.09

Applies to the PDM Task

  • Added an optional Integrations task page that can run a configured ERP connector after a successful PDM Task publish job.
  • Rebuilt the PDM Task Options interface with a pop-out editor, clearer file-format selection, setting counts, and direct access to Annotations, Conditions, and Scheduled Items.
  • Rebuilt the PDM Task annotation editor with direct placement, resizing, inline text editing, formatting, sheet selection, and light/dark theme support.
  • Added separate flat-pattern DXF export for each sheet-metal body to the PDM Task.
  • Improved the task-launch file and output-format selection dialog.
  • Improved PDM Task license activation diagnostics and tied task licensing to the vault name.
  • Fixed ERP connector catalog downloads by accepting the trusted legacy pdmpublisher.com upload URL through HTTPS and reporting clearer catalog errors.

2026.09.08

Applies to PDM Task

  • Added Get latest revision only. The task can publish the newest recorded PDM revision and the references saved with that revision instead of newer unrevised versions.
  • Changed output-copy error handling. If one or more generated files cannot be copied to their destination, the task is now marked as failed instead of completed successfully.
  • Added clearer copy-failure log messages with the temporary source path, destination path, and available error details.

2026.08.12

Applies to PDM Task

  • Fixed the SOLIDWORKS export preferences used when the task creates eDrawings Part (.eprt), eDrawings Assembly (.easm), and eDrawings Drawing (.edrw) files.
  • The task now explicitly allows measurement and saves file properties and per-component file properties in supported eDrawings outputs instead of depending on the preferences previously stored on the task host.
  • No PDMPublisher for SOLIDWORKS add-in behavior changed in this release. See eDrawings Export Settings.

2026.08.09

Applies to the PDM Task

  • Added Use drawing-derived BOM. The task can use the first named BOM saved on an assembly's associated drawing to determine references, configurations, and quantities. If the drawing or a usable derived BOM is unavailable, PDMPublisher falls back to the configured calculated BOM. See Use Drawing-Derived BOM.

  • Changed drawing sheet matching so a multi-sheet drawing with no sheets matching the evaluated pattern exports all sheets instead of producing no sheet output.

  • One-sheet drawings continue to export their only sheet without evaluating the sheet-name pattern. See Sheet Name Pattern.

2026.08.08

Applies to the PDM Task

  • Added File Number placeholders that return the first 3, 4, 5, or 6 digits from the first numeric sequence in a filename.
  • Added File Number Range placeholders that group those 3-, 4-, 5-, or 6-digit values into numeric ranges.
  • Organized the new placeholders into File Number and File Number Range groups in the >... placeholder menu. See File Number Placeholders.

2026.08.07

Applies to PDM Task

  • Added optional Windows light and dark theme synchronization for PDMPublisher task setup pages. Administrators can turn synchronization on or off from Add-ins > PDMPublisher > Theme settings.... See Theme Settings.
  • Added the (FileNameNumberRange) placeholder for organizing numeric filenames into ranges of 1,000. See File Name Number Range.
  • Updated drawing sheet selection so a drawing with only one sheet exports that sheet without applying the sheet-name matching pattern. Sheet-name matching continues to apply to drawings with two or more sheets.

2026.08.06

Applies to PDM Task

  • Fixed a keyboard focus issue on the Conditions page so users can type in the Value and Configuration columns after adding a condition.
  • Made the SOLIDWORKS PDM task setup dialog resizable. The PDMPublisher setup pages now expand with the dialog.

2026.08.05

Applies to the PDM Task

  • Added ACIS, 3D XML, VRML, VDAFS, CATIA Graphics, HCG, HOOPS HSF, Microsoft XAML, JPEG, TIF, Adobe Illustrator, and Adobe Photoshop export formats. See File Formats.
  • Added descriptive format names and Windows file-type icons to the File Formats selector and extension-specific export locations.
  • Added visual icons to the BOM template and SOLIDWORKS version selectors.

2026.08.04

Applies to PDM Task

  • Added a drawing sheet mode selector to control which sheets are exported.
  • Added a sheet name pattern field for export modes that filter drawing sheets by name.

2026.08.03

Applies to PDM Task

  • Improve path normalization, cleanup temp folder.
  • Better UNC path handling.
  • Add logic to delete temporary folder after successful task run, with error handling and warning message on failure.

2026.08.02

2026.08.01

Applies to PDM Task

  • Fixed bug when creating new tasks (Empty .net framework error dialog)

2026.07.27

Applies to PDM Task

  • Added (FolderName) for as a condition.

2026.07.18

Applies to PDM Task

  • Fixed issue related to PDM failing to add files during check-in (E_EDM_FILE_SHARE_ERROR: HResult 0x8004020B)
  • Fixed issue related to creating TOC table when the character '#' is used.

2026.06.21

Applies to PDM Task

  • Added an interactive task launch file selection dialog for tasks that ask users to specify files at launch.
  • Added CSV import to the task launch dialog. PDMPublisher reads file names or paths from the CSV, searches the vault, and uses the first matching result while skipping duplicates.
  • Added automatic assembly reference calculation in the launch dialog.
  • Added view-only drawing rows under parts and assemblies. These rows are shown for review but are not passed to the task input list.
  • Added launch-time file format selection, export location visibility, and an administration notice that explains task export settings are controlled from the SOLIDWORKS PDM Administration tool. See Scheduled Items Task Page.

2026.06.20

Applies to PDM Task

  • Added the Scheduled Items setup page. This page lets administrators choose files that PDMPublisher should process when a scheduled task runs without selected files. See here.
  • Added support for exporting Parasolid binary files with the x_b extension.
  • Updated Scheduled Items task-run handling and task details log lookup behavior.

2026.05.31

Applies to the PDM Task

  • Hot fix: PDF not printing due to split bodies.

2026.05.30

Applies to the PDM Task

  • Added a log page in the details tab. See here.
  • Added support for splitting multi-body part. See here.
  • Limited u3d extension to assemblies export only.
  • Fixed a bug when clicking on Add Task in the administration tool under Task List. The task now asks the user to select which files to process: Addtask

2026.05.01

Applies to PDM Task

  • Improved retry count and wait time between retries during file checkin and file add.

2026.04.21

Applies to PDM Task

  • Added feature to suppress task commands in the tasks right-click menu in File Explorer. Setting is in options.

2026.04.17

Applies to PDM Task

  • Fixed issue related to sheet metal exports (views)

2026.04.12

Applies to PDM Task

  • Small bug fixes

2026.04.11

Applies to PDM Task

  • Fix bug when export location starts with //

2026.04.10

Applies to PDM Task

  • Added retry when adding files and checking files back into the vault.

2026.04.01

Applies to PDM Task

  • Added support for exporting views of sheet metal parts
  • Added check-in retry
  • Added extra logging to find when exported files are locked by other applications

2026.03.26

Applies to PDM Task

  • Add custom quantity multiplier when the user is asked the configuration on startup.
  • Added Download Center menu item in the Administration tool under the add-in for when PDMDeploy is blocked. This will take you to the PDMPublisher download center.

2026.03.22

Applies to the PDM Task

  • Merge and TOC bugs fixes.
  • Added support for exporting to bmp

2026.03.16

Applies to PDM Task

  • Added support for processing excel and word files to pdf
  • Added support for variable mapping between the destination file and the source file
  • Added support for creating a custom reference between the destination file and the source file
  • Added support for deleting duplicates outside the target destination
  • Added support for the following extensions: ifc,3mf, 3dpdf (pdf but for the parts and assemblies)
  • Minor bug fixes

2026.02.23

Applies to the PDM Task

  • Fixed bug when exporting flat pattern when Convert Multiple Configurations is enabled
  • Added new option under Flat Pattern Settings to remove or add -FlatPattern to the dxf flat pattern filename.

2026.02.22

Applies to the PDM Task

  • Added support for filtering configurations to task enabled via the Convert Multiple Configurations
  • Added support for the 3mf extension for parts

2026-02-09

Applies to the PDM Task

  • Started used seperator | instead of # (Caused issues with filenames containing #)
  • Updated FAQ about merging PDFs error.
  • Added ConfigurationName alias to conditions.

2026-01-17

Applies to the PDM Task

  • Fixed outside diameter of countersink holes when exporting DXF flat patterns bug.

2026-01-15

Applies to the PDM Task

  • Added a new Flat Pattern export setting that removes the outside diameter of countersink holes when exporting DXF flat patterns: This helps produce cleaner DXFs for downstream manufacturing by excluding countersink outer geometry while preserving required cut profiles.
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