SOLIDWORKS PDM Automation with Serial Numbers and Templates

SOLIDWORKS PDM serial numbers and templates will help your organization keep on customary for naming conventions, folder construction, and take away the disconnect between an ERP and PDM system.

With them, your workforce can keep on the corporate customary and take away the guide interplay wanted to construct out a normal system for every new challenge. By leveraging SOLIDWORKS PDM automation, you may deal with design and never the standard overhead of ranging from scratch.

What Are Serial Numbers?

Serial numbers in SOLIDWORKS PDM can help you robotically identify information and directories utilizing a uniquely generated string. This will help streamline file creation, construct out automated folder constructions, or append sequential values to card controls.

SOLIDWORKS PDM Skilled has the flexibility to create a number of serial quantity mills to fulfill various operational necessities.

Methods to Create SOLIDWORKS PDM Serial Numbers

1. Launch the SOLIDWORKS PDM Administration instrument.
2. Log in to the vault with administrator credentials.

   Double-clicking the vault to log in

3. Within the Administration instrument, navigate to the Serial Numbers node.
4. Proper-click on Serial Numbers and choose New Serial Quantity.
5. Configure the Serial Quantity primarily based in your required specs.

Configuring a SOLIDWORKS PDM serial quantity

Customizing Serial Numbers in SOLIDWORKS PDM

SOLIDWORKS PDM serial numbers might be configured and customised in a variety of methods.

Configuring a SOLIDWORKS PDM serial quantity

When creating SOLIDWORKS PDM serial numbers, you may:

• Specify the identify of the serial quantity. This may seem within the SOLIDWORKS PDM Administration instrument when establishing future automation.
• Specify the kind of serial quantity.
  • Serial quantity from checklist: Arrange a predefined checklist of serial numbers to select from.
  • Serial quantity from string: Arrange a string format to make use of for the serial quantity.
  • Serial quantity from add-in: Arrange the connections to make use of an exterior system or customized script for serial numbers.
• Specify the format for the serial quantity. This may embody static textual content alongside the robotically generated info.
• Specify the following counter worth. That is helpful you probably have current information in your SOLIDWORKS PDM vault that can use this serial quantity.

Utilizing Serial Numbers for Automated File Creation

With the serial quantity created, you should utilize it for SOLIDWORKS PDM automation duties, resembling for templates.

To create a template utilizing the serial quantity:

1. Specify the identify in your template.
   

   Naming a SOLIDWORKS PDM template

2. Set the person permissions that the template will use to execute.
   

   Setting template permissions

3. Optionally, assign a template card.
4. Create a brand new Template Variable and choose the serial quantity you created. Present a reputation for future reference.
   

   Including a serial quantity to a SOLIDWORKS PDM Template

   On this case, we set the Sort to “Serial Quantity”, chosen the serial quantity named “t_Drawnum”, then gave it the Template Variable Title (alias) “t_Drawnum”.

5. Decide the folder construction and add a file with the identify generated from the serial quantity.
   

   Add a file utilizing particular serial numbers

6. Choose the Customers and Teams that may leverage the template.
   

   Specifying the permissions for the template

7. Check the SOLIDWORKS PDM template.

Why You Want SOLIDWORKS PDM Automation

SOLIDWORKS PDM templates are a good way to make sure consistency in folder creation. It will also be used to create folder constructions, resembling subfolders and information. Every time a template is used, the folder construction turns into constant for all customers.

Customers can nonetheless add any potential folders required manually if obligatory. Information might be added throughout using a template. As soon as a template is used to create a folder construction, all or any folders can then be deleted and/or moved to any location throughout the vault.

Need automation however don’t have time to set it up your self? Be taught extra about our SOLIDWORKS PDM companies right here.