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Workgroup PDM and Solidworks Custom Properties

Question asked by Shaun Lemarbre on Jul 23, 2009
Latest reply on Jul 24, 2009 by Shaun Lemarbre

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I created a custom properties tab using the Property Tab Builder. I've given the textboxes and list's names and then I also add these names to my workgroup properties and then mapped them accordingly. When I check in a document to the vault none of these values are linked to the custom properties. Am I missing something here? It seems that only the properties entered into the "Custom" tab of the summary information show up in Workgroup PDM, not the ones in "Configuration Specific" which is where the drop down list's, radio buttons, etc. reside. How can I get the Property Bar properties to show up in Workgroup?

Casey Gorman Jul 24, 2009 9:54 AM

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Shaun

On the Property Tab Builder, you have the option of the property being on the "Custom Tab" or "Configuration Specific Tab". This is achieved by selecting the left icon where it says "Configuration" when you highlight/activate a textbox/list/number... You will find this in the right hand panel of the Property Tab Builder at the bottom. For some reason it defaults to "Config Specific".

I hope this helps.

Casey

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Tom Smith Jul 23, 2009 11:08 PM

You can't... Workgoup doesnt consider a config as a different part since they all really have the same part name. Same goes for revisions- All configs will always have the same rev. You'll have to move your props to the custom tab, and save as different parts to track them in pdmw. You might be able to insert the original part as a "base part" so geometry changes will go to all the derived parts, and then make custom props in each of them.

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Alexander Zeitler @ Tom Smith on Jul 24, 2009 9:05 AM

The thing is I'm not using different configurations. This is just where solidworks forces the custom property tab to go. Let me go through the steps of what I'm trying to do.

We have custom information that I want all engineers to enter when they build a part. One of the fields is a "material code" that has 9 distinct options. In talking with my VAR, 2009 has the option for you to create a dropdown list with the options of your choosing (I was using 2008 and have since upgraded to 2009). I open up solidworks and then proceed to create a property tab using the Property Tab Builder. In it I create a dropdown list and fill it in with the 9 options, give it a name and save it. I then create a part and use the drop down to select a value.

I then go to File -> Properties and it would appear that the data that was entered using the drop down fills in information into the "Configuration Specific" tab. Is there a way so that the tab I make using the Property Tab Builder fills in the "Custom" tab?

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Shaun Lemarbre @ Alexander Zeitler on Jul 24, 2009 9:08 AM

For some reason it posted my comment as Alexander Zeitler.....

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Casey Gorman @ Alexander Zeitler on Jul 24, 2009 9:54 AM

Shaun

I hope this helps.

Casey

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Shaun Lemarbre @ Casey Gorman on Jul 24, 2009 10:18 AM

That did the trick, thanks a lot!

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Tom Smith Jul 23, 2009 11:08 PM
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You can't... Workgoup doesnt consider a config as a different part since they all really have the same part name. Same goes for revisions- All configs will always have the same rev. You'll have to move your props to the custom tab, and save as different parts to track them in pdmw. You might be able to insert the original part as a "base part" so geometry changes will go to all the derived parts, and then make custom props in each of them.
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- Alexander Zeitler @ Tom Smith on Jul 24, 2009 9:05 AM
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  The thing is I'm not using different configurations. This is just where solidworks forces the custom property tab to go. Let me go through the steps of what I'm trying to do.
  
  We have custom information that I want all engineers to enter when they build a part. One of the fields is a "material code" that has 9 distinct options. In talking with my VAR, 2009 has the option for you to create a dropdown list with the options of your choosing (I was using 2008 and have since upgraded to 2009). I open up solidworks and then proceed to create a property tab using the Property Tab Builder. In it I create a dropdown list and fill it in with the 9 options, give it a name and save it. I then create a part and use the drop down to select a value.
  
  I then go to File -> Properties and it would appear that the data that was entered using the drop down fills in information into the "Configuration Specific" tab. Is there a way so that the tab I make using the Property Tab Builder fills in the "Custom" tab?
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  - Shaun Lemarbre @ Alexander Zeitler on Jul 24, 2009 9:08 AM
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    For some reason it posted my comment as Alexander Zeitler.....
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  - Casey Gorman @ Alexander Zeitler on Jul 24, 2009 9:54 AM
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    Shaun
    
    On the Property Tab Builder, you have the option of the property being on the "Custom Tab" or "Configuration Specific Tab". This is achieved by selecting the left icon where it says "Configuration" when you highlight/activate a textbox/list/number... You will find this in the right hand panel of the Property Tab Builder at the bottom. For some reason it defaults to "Config Specific".
    
    I hope this helps.
    
    Casey
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    - Shaun Lemarbre @ Casey Gorman on Jul 24, 2009 10:18 AM
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      That did the trick, thanks a lot!
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Workgroup PDM and Solidworks Custom Properties

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