How to customize SOLIDWORKS PDM Menus

Article by Andrew Lidstone, CSWE updated September 12, 2016

Article

It’s easy to customize SOLIDWORKS PDM menus to better suit the needs of a group or a user that is working in a PDM vault. An example of this is how the right-click shortcut menus and toolbars within the Vault View can be easily customized.

The Administrator can modify each of these elements of the interface by right-clicking on the User or Group that they want to customize the interface for, and selecting Settings, then go to the Menus screen.

Customize SOLIDWORKS PDM Menus

PDM Settings

Here the Administrator can customize the “Background Right Click” menu, the “File Right Click” menu, the “Folder Right Click” menu, and the drop down menus for “Actions”, “Modify”, “Display” and “Tools”.

Customizable Menus

Customizable Menus

Removing commands from menus

For instance, the default File Right Click menu in the PDM Vault View includes a number of items, some of them unrelated to PDM operations, such as antivirus commands, third party programs, and in the case of sldprt, sldasm and slddrw file, the SOLIDWORKS flyout menu, which are not needed inside the PDM vault.

Standard Right Click

Standard Right Click

These can be removed by selecting the <Non-PDM commands> and clicking Remove Command

Remove menus

Remove menus

Adding commands to menus

Additional menu items that might be used by specific users or groups can also be added, such as Favorite Searches.  Simply select the item in the list of Available commands and click Add Command

Add Menus

Add Menus

Re-positioning menu commands

The inserted command can be re-positioned in the the Right Click menu by clicking Move Up or Move Down.

Move Up

Move Up

Once the changes are saved, the menus will update in the user’s vault views immediately.

Customized Right Click

Customized Right Click

Learn more about administrating PDM

Take our Administering SOLIDWORKS PDM Professional either live online or in a Canadian classroom near you to learn more about managing your SOLIDWORKS PDM vault and users.

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Andrew Lidstone, CSWE

Andrew is a SOLIDWORKS Elite Applications Engineer and is based in our Dartmouth, Nova Scotia office.