SOLIDWORKS PDM Data Card

How to link SOLIDWORKS Drawing Sheet details to a PDM Data Card

Sheet Details Mapping - Complete

In SOLIDWORKS PDM we can map SOLIDWORKS Drawing Sheet details directly to a Data Card, making the information easily accessible to users.  In this article we’re going to look at how to create that relationship within the vault. How to map the SOLIDWORKS Drawing Sheet to a Data Card In this example, we’re going to map the current sheet and the total number of sheets values… The first step is we’ll need to create the variables to store this information, then create the attribute mappings accordingly; Administration Tool > Variables > New Variable… Name; Current Sheet Type; Text New attribute; Block Name: $PRP Attribute Name: SW-Current Sheet Extension: slddrw Name; Current Sheet Type; Text New attribute; Block Name: $PRP Attribute Name: SW-Total Sheets Extension: slddrw Next, we’ll need to link these variables to a data card; Administration Tool > Cards > File Cards > SOLIDWORKS Drawing Card; Link up edit…

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How to show Material and Mass in a SOLIDWORKS PDM Data Card

SOLIDWORKS PDM Part Data Card

Information about a file can be added and accessed through metadata. In SOLIDWORKS this metadata is referred to as Properties. In SOLIDWORKS PDM, this metadata is contained within Variables. By the use of PDM Attributes, we can map a Variable value to a File Property. This attribute acts as a conduit, allowing information entered in a PDM Data Card, to populate a SOLIDWORKS File Properties. Information can also be entered into a SOLIDWORKS File Properties and through the Attribute, pushed into PDM. To prevent accidentally overwriting of this metadata, the Data Card should be the default location where information is entered manually. There are some exceptions though. In the case of SOLIDWORKS, some Properties (metadata) is generated internally. Examples of this would be Mass and Material. Applying a Material to SOLIDWORKS Component Material can be applied to a SOLIDWORKS component, from the SOLIDWORKS Feature Manager. Based on the material selected,…

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How to extract configuration specific information to a SOLIDWORKS PDM Data Card

In SOLIDWORKS PDM we can extract configuration specific information from the SOLIDWORKS part or assembly, and map it directly to the data card variable. How to map the configuration name to the PDM data card First, create the Variable to store the information in. Then map the attributes as follows; Block Name; SWCfgProperty Attribute Name; Name File Extensions; sldasm, sldprt Link the new variable to the data card Then the variable will extract the configuration name and map it directly to the data card; Note: This value is read-only and will be read when the file is added or checked in to the file vault. Other configuration specific values that can be mapped to a data card variable: Configuration Property Block Name Attribute Name Read/Write Description SWCfgProperty Description Read/Write Comment SWCfgProperty Comment Read/Write Document Name SWCfgProperty BOMPartNumber Read-only User Specified Name SWCfgProperty BOMUserSpecifiedName Read/Write

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How to determine which SOLIDWORKS PDM Variable is connected to a Data Card Control

A quick way of determining which SOLIDWORKS PDM Variable is connected to a Data Card Control, is from within the Local Vault View. With the Data Card Tab selected: Click on the Help Icon, in the top-right of the lower panel. A question mark will appear next to the the mouse cursor: Then click on the control to see the SOLIDWORKS PDM Variable attached to that Control. Learn more about SOLIDWORKS PDM Take a SOLIDWORKS PDM training course delivered by a certified expert either in a local Canadian city, or live online

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SOLIDWORKS PDM Combobox Styles Reference

SOLIDWORKS PDM Combobox Styles

Within the SOLIDWORKS PDM (Data) Card Editor, there are four different Combobox Styles to list data; Combobox Dropdown, Combobox Simple, Combobox Droplist, and a Listbox: I find that I’m always forgetting the difference between them, and it’s not clear from within the editor to see the difference.  The purpose of this article is to act as a SOLIDWORKS PDM Combobox Styles cheat sheet, so you no longer have to jump back and forth between explorer and the editor when creating cards. Combobox Dropdown Combobox Simple With a Combobox Dropdown and a Combobox Simple, users have the option to either enter their own value or select one from the list. Combobox Droplist Listbox With a Combobox Droplist and a Listbox, users only have the option to choose a value from the predefined list.

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Input Formula aliasing using check boxes in SOLIDWORKS PDM Data Cards

Input Formula in SOLIDWORKS PDM Data Card

Recently a customer inquired about an interesting challenge.  They wanted to control the value of a text field on their SOLIDWORKS PDM Data Card by using a “Checkbox” field.  The idea was to have a checkbox to indicate whether or not the file required approval, this would control how the file moved through the Workflow.  But they also wanted it to affect the value displayed in the “Approved By” and “Approved Date” fields. This was a perfect place to use Input Formula Aliasing.  Input Formulas can be added to any “Edit” field in a data card, but in addition to the list of Functions that can be found in the SOLIDWORKS PDM Card Editor interface for Input Formula, you can also create a list of aliases based on the value from another variable in the same card.  Frequently this is used when the other variable is linked to “Combo box”…

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Undo in the Data Card Editor is new for SOLIDWORKS PDM 2018

For all of you who create or edit SOLIDWORKS PDM Data Cards, this may be one of your favorite enhancements, in SOLIDWORKS PDM 2018. Yes, you can now UNDO any unintended changes. Undo is not available from the right-mouse menu, but CTRL-Z works and Undo is available from the Edit pull-down. There is no Redo…yet.

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How to set the default SOLIDWORKS PDM search path to be the root folder

SOLIDWORKS PDM default search path

When opening the Complete Search Card from within a vault, the SOLIDWORKS PDM default search path will be the folder in which the search was opened, therefore only searching from that folder down.  As a user, I found that 99.9% of the time, I actually wanted to search the entire vault, regardless of where I opened the search card.  In this article, we’re going to look at how to set the default SOLIDWORKS PDM search path to be the root folder. Note; To edit a data card requires the permission Can update the design of cards Setting the default search path Open the complete search card Administration Tool > Cards > Search Cards > Complete Search Then Select ‘Default Values’ Set the variable as Search Folder Path and the value as \ Hit OK, then save and close the card editor Now all SOLIDWORKS PDM searches, using the Complete Search Card will set…

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