3 Replies Latest reply on Nov 13, 2015 7:57 AM by Craig Schultz

    User work area

    Wayne Easton

      Our users would like the ability to design parts without consuming EPDM serial numbers which would give them the flexibility to create & delete parts as they go with their own desriptive file names, sign them in and out as needed and then once they are finished with their conceptual design and only have the parts needed (unnecessary ones deleted) they would then sign in and and somehow apply the EPDM serial numbers to their finalized design,


      I believe I have seen something similar but am not sure how to get there.


      Our current setup is designed to simply apply a serial number to all files on creation but this could leave us with lots of unused part numbers. The designers also like the ability to call their files whatever descriptive name they want, at least until their concept has been finalized.


      We could, however, also simply create a conceptual serial numbering scheme which initially simply names all files with a conceptual sequential number and then once the design is finalized the files can be renamed and given part numbers with the final serial number schema.

        • Re: User work area
          Prasad Bhonsule

          Hello Wayne, if you have the EPDM addin for SolidWorks enabled, there are a couple of options in there.



          The second option "Automatically name files on save as with serial number" could be what you are looking for. So designers can work with files in and out of the vault and give them descriptive names. When they are ready, then can open them, click File, Save As, and the file will be renamed according to your serial number convention.


          I hope this helps.


          Kind regards,



          • Re: User work area
            Michael Dekoning



            We ran into the same situation with our vault. We ended up "disabling" automatic file naming with a serial number. We added a button on the file data card to allow the user to assign the serial number when he is ready. This required an Add-in but wasn't too difficult.



            • Re: User work area
              Craig Schultz

              Just set up another set of templates for parts and assemblies.  Make the data card available to name the parts whatever they want when creating the file.  Then when they are ready to assign SNs, just copy tree.  We have this as an option through our vault.