As a user of the SolidWorks Inspection add-in, I have come across some additional Tasks, or macros, that would be preferred to be triggered in a workflow. Ideally, I am looking to save the final documents (ballooned PDF and Excel report) to a pre-defined location (like the Convert task allows) during a Workflow Transition.
I have achieved the PDF aspect using the Convert task and modifying it to include the ability to Turn On visibility, or activate, the QC Balloon layer prior to Save As... > PDF. Code attached.
Using the Macro > Record feature does not capture the steps taken to export to Excel.
The "Export to Excel" option is available in multiple ways:
Tools > SOLIDWORKS Inspection > Export to Excel
From the Command Manager. SOLIDWORKS Inspection Tab > Export to Excel
Does anyone know what code is required to perform the "Export to Excel" feature and save the file in a pre-defined location?
The issues I can foresee are:
Sometimes a re-synchronization of the characteristics is required
There can be multiple Excel Templates to choose from (usually only one is used, the others may be used for special cases so they can be ignored)
I think here you can pre-set the chosen template in the Inspection Project Template
Currently, the "Export to Excel" opens Excel and then the user has to save the file
Automating the saving from Excel would be ideal so that the file can consistently and reliably be saved to a pre-defined location