- #Solidworks pdm professional icon plus sign serial numbers#
- #Solidworks pdm professional icon plus sign update#
- #Solidworks pdm professional icon plus sign full#
In the Template wizard, select “Add Card…” and navigate to the Template Card you would like to be launched when a user selects a Template from their right click menu. Their save location does not affect their application like Folder cards. In the PDM Administration Tool, expand your Cards node, right click Template Cards, select “New Card…” You can save these Template cards at the root level of your vault. These Template cards are created and designed in the Card Editor (just like with Folder and File Data Cards). When a user executes a Template, you can design a pop-up to prompt the user to input metadata that will then be pushed to Folder and/or File data cards of whatever you’ve designed the Template to generate. You can set appropriate permissions if you don’t want to assign the Vault’s Admin user at this step. Create a user account for a purpose like “admin_template”. If you move on professionally and the new Admin deactivates your account, the Templates referencing your credentials in this step of the wizard will fail. Pro-tip: Don’t use your own personal PDM credentials. Step 2: Execute As Depending on how you’ve set up permissions, you may want to have the user run this tool with the elevated permissions of a specific user.įor example, if your current Group/User permissions are set to prevent from adding or renaming folders but your Template’s intent will be to create a folder structure, select “Read permissions from the following user” and enter in the credentials of a user who does not have relevant restrictions. Name your Templates intuitively and be sure to check for spelling errors. Per the example in your Template wizard, you can use the backslash to create submenus for the sake of organizing. The Menu string will show up in your user’s right click menu under New: You can adjust permissions to prevent these files from being seen and/or edited by unapproved users A Template Card is not required to execute a Template.įolder and File Data Cards (optional): If you use a Template Card, you can redirect the user’s input into variables mapped to completed Folder and File Data Cards.įile Templates (optional): If your Template’s intent is to keep reuse files up to date (like SOLIDWORKS part, assembly, and drawing templates or the Project Checklist Word document), these files must be checked into the vault. Template Card (optional): You can design a pop-up window to prompt the user to enter in required metadata that can be pushed to folder and file data cards created in the template. for numbering project folders or generating and creating the next unique file name for a SOLIDWORKS part file)
#Solidworks pdm professional icon plus sign serial numbers#
Serial Numbers (optional): If you desire your Template to leverage serial numbers (ex. Users and Groups (required): You will have to assign who has permission to use the Template and can only select users and groups already in the vault
#Solidworks pdm professional icon plus sign full#
> Skip to the full video at the bottom of the article Before You Startīelow are required and optional vault elements to have completed before you can complete a new template. This easy access will make getting your users to adopt the new workflow effortless. You can design a template to generate a folder structure with appropriate forms with only two clicks. Templates are executed with a right-click anywhere in the vault and selecting the designated template.
#Solidworks pdm professional icon plus sign update#
Have you ever desired a uniform folder structure or had dread for the inevitable update of required project forms? Templates can help put your mind at ease by automatically enforcing these procedures. Templates are a fantastic time saving tool in SOLIDWORKS PDM Professional.
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