How to link Balloons to Custom Properties in a SOLIDWORKS Drawing Template

Article by Joe Medeiros, CSWE created/updated January 28, 2020

Recently a customer wanted to know if it was possible, in a SOLIDWORKS Drawing Template, to link Custom Properties to balloons, without the need to edit each balloon? After providing a solution to this customer I thought that other users may find this useful.

Link in the Balloon Property Manager

When a balloon is created or selected, Custom Properties can be specified as Balloon Text values. This is from the Balloon Properties panel.

Balloon Properties

Link in Document Properties

In Document Properties under the Balloons tab, the default text for a balloon can be set to a Custom Property as well. The value for this Custom Property setting, comes from a Property List.

Balloon Document Properties

The Property List is available from File > Properties and then selecting Edit List.

Property List

To get this to work, the Custom Property must be added to the Property List and defined in Document Properties.

Save as a Drawing Template

Once this is done, the drawing can then be saved as a Drawing Template.

Save Drawing Template

Of course the parts themselves must contain the same Custom Property.

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Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.