5 Replies Latest reply on Dec 17, 2018 8:56 AM by Chris Appleby

    Best way to fill out data card when using configurations

    David Diehl

      I am trying to instruct our users on how they should be filling out the SolidWorks data cards, especially when the files include configurations.


      I would categorize our configurations as two types:

      Case 1.

      All the values in the fields on each tab of the data card would be the same for each configuration tab.  Examples of this would be configurations for "Exploded View", "Coiled", "Uncoiled", etc.  The values for the fields would be the same from one configuration tab to the next.  (PartNumber, ApprovedBy, DrawnBy, etc would be the same for all configurations.


      Case 2.

      Each field on each data card configuration tab can be unique.  One configuration can have one "PartNumber", the other configuration can have a different "PartNumber"... Same with "Description", "ApprovedBy", etc.


      Because of configurations like Case 2, in the data card I have the Flag: "Updates all configurations" unchecked.


      Given Case 2, the user knows he has to go into each configuration tab on the data card and make sure all of the values he enters apply specifically to that particular configuration.  However, I was hoping in the situation like Case 1, he could leave all of the fields blank in each of the configuration-specific tabs, and instead only have to populate the custom property tab " @ ".  My thinking was that if all the values in the configuration-specific tabs were left blank, the values set in the custom property tab " @ " would be used.  The problem I am running into in this case is that if I do a search for say the "PartNumber", the PartNumber field will be blank.


      So it seems like what I have to tell the user to do is to copy-n-paste each value from one configuration-specific tab to the next.  This does not seem ideal.


      Am I missing something or is there a better way to handle this?


      Thank you,


        • Re: Best way to fill out data card when using configurations
          Jeff Sweeney

          What if you say that if the field is for all configurations, put the value in the @ tab, else put it in for the proper configuration?


          This would work for your drawings because natively SW will use the part properties if a configuration specific property does not exist. As you state it is a bit yucky for searches, but it is a very economical solution.


          Otherwise the only other solution I can think of would be to put a command button on your card that would have some API behind it to copy the information if pressed.

          • Re: Best way to fill out data card when using configurations
            Chris Appleby

            Wow this is an old post I was hopping to see more discussion about this.  My understanding is the @ tab is the properties that would apply to all off the configurations and then the default/configuration tabs are the configuration specific properties.  As far as setting up the data cards to be most efficient I'm not too familiar with that.  Looking to learn more this is something I am working on currently to organize data and pull property values into drawings for tables and boms.  For the Drawing Files It would depend I would like to have the drawing revision separate is sometimes a drawing revision does not represent the part revisions in the case of a tabulated drawing.  I then use the configuration specific properties to list all of the part revisions on the table.  I am inserting a design table as I found this to be the most flexible option albeit buggy at times.  I tried using the bom table to make parametric when needed but I would not work for all cases. 

            • Re: Best way to fill out data card when using configurations
              David Matula

              The data card?  Assuming that we are talking about PDM.  I thought that the data card could be filled out by the part or the assembly..  Back before pdm was even a thought.   I would have parts with multiple configurations and the custom properties in that config where as if they where their own part file down to the drawing and part #.  PDM always sounded like a good thing.....not so sure now.  

                • Re: Best way to fill out data card when using configurations
                  Stephen Lapic

                  Replying to both Chris and David -

                  Chris - The @ tab does work like you say.  We pull property variables on to the BOM and tables on the drawing from the model/assembly.  We keep the drawing revision separate because it should be. That's not a problem.  We don't put part revisions on the BOM since they should always be working to the latest one.


                  David - Part/assemblies files fill out info on the part card.  Drawing properties fill out the information on the drawing card.  At least that is how I have them set up.  On the part card there will be tabs for every configuration with their own properties.

                • Re: Best way to fill out data card when using configurations
                  Chris Appleby

                  What is the data card had a checkbox next to the propertie field that would allow the user to toggle if they wanted that entry to be cariied across all configurations.  That way you can choose when to invoke it. 



                  On a side note, Solidworks really needs to make tabulated drawing tools that or more flexible when using configurations.  So many problems trying to use parametric tools to have a table that shows all the info I need such as data card fields, configuration specific dimensions, configuration names as part numbers column, and have it all on one parametric table.   There is so much room for improvement here!!!  Modeling tools are good for configs but making drawings falls short in my opinion.