Setting Up SOLIDWORKS PDM Template Variables

SOLIDWORKS PDM templates are used to automate the creation of latest file and folder buildings. This can be completed by way of a simple right-click inside the Explorer Vault View. With templates, chances are you’ll routinely establish your template info and folders along with current information for the mission info taking part in playing cards by way of a template card.

This weblog article will current an overview of appropriately establishing template variables and copying them to info taking part in playing cards and file names. This isn’t going to basically be a deep dive into the individual steps, as these are coated in numerous articles on our website online.

Creating SOLIDWORKS PDM Template Variables

The 1st step is to create template variables. Template variables are used to retailer info contained within the templates and carry the enter of the buyer when the template card is confirmed. Template Enjoying playing cards are used to enter information when working the template. Template variables shouldn’t be going to be saved inside the database, nonetheless use these template variables to name your info or folders, along with hyperlink the values to the knowledge & folders info taking part in playing cards.

To create new template variables, click on on on Template Variables on the Template Enjoying playing cards half or the Info and Folders a part of the Edit Template window. Proper right here you’ll discover a dialog to create your template variables with a lot of types of enter. The establish could be the establish of the template variable. The “t_” initially of the template variable establish will set up that it’s a template variable.

There are a number of kinds of template variables you might select relying in your needs.

• Environmental variable allows you to select an environment variable from a list to utilize as your template variable
• Format string creates a string for the template variable
• Establish of logged in shopper makes use of the buyer establish of the buyer working the template
• Fast the buyer prompts for shopper enter using a dialog subject
• Serial amount selects an present serial amount from the document to assign the template variable, however when a serial amount is used inside the template card, it’s best to make use of the an identical serial amount generator.

Linking Template Card Variables to Template Variables

As talked about sooner than, template taking part in playing cards are used to enter information when working the template. Template variables might be created and linked to variables inside the template card. Template Enjoying playing cards are like File Info Enjoying playing cards, in addition to that Template Enjoying playing cards can solely be accessed as quickly as, whereas creating the template.

Throughout the Template Enjoying playing cards a part of the Edit Template dialog subject, you’ll hyperlink the template variables to repeat from the variables of the template card. When wished, you’ll add a template card by clicking Add Card, and SOLIDWORKS PDM will routinely document the variables used inside the template card. You’ll endure the document on the exact aspect and select the template variable for the variable from the drop-down of template variables.

Copying Template Variables to File Info Enjoying playing cards

On the File and Folders internet web page, we determine a folder building and what info are to be added to these folders. Beneath the Info subject, click on on on the New File icon confirmed inside the screenshot underneath. It could open the Edit Template file dialog subject.

Throughout the Edit File Template dialog subject, it’s going to indicate the template provide file, and what you could establish your template file. As talked about sooner than, you must use template variables to name your template file. Embrace template variables inside the file establish by enclosing them in % as confirmed inside the screenshot underneath. It’s additionally attainable to click on on on the arrow beside the Filename subject and enclose the template variables with % for you.

Beneath the Copy these variables to the file info card subject, chances are you’ll hyperlink the template variables to the variables on the file card. The template variable carries the value from the Template Card (Template Card Half), and the value from the template card might be handed to the File Card variables.

In case you’re producing a serial amount in your template card, you must disable customary serial amount know-how for this file to stay away from the serial numbers from skipping twice. The serial amount generator is about in every the template card and the template variable.

Copying Template Variables to Folder Info Enjoying playing cards (SOLIDWORKS PDM Expert 2024 & later)

On the File and Folders internet web page, we determine a folder building and what info are to be added to these folders. As talked about sooner than, you must use template variables to name your template folder. Beneath the Folders subject, right-click on the folder and select Rename. Embrace template variables inside the folder names by enclosing them in % as confirmed inside the screenshot underneath.

Should you want to hyperlink the variables from the Template Card to the Folder Card, right-click on the folder to vary and select Properties.

Select the Copy Variables tab, and proper right here chances are you’ll hyperlink the template variables to the variables on the folder card. The template variable carries the value from the Template Card (Template Card Half), and the value from the template card might be handed to the Folder Card variables.

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