5 Replies Latest reply on Mar 7, 2012 3:34 PM by Steve Zema

    Creating an Excel revision table for my drawing template

    Aaron POE

      Please be patient as I attempt to explain what I am trying to achieve. Currently our company uses the custom properties in each part to create all of our part information (rev #, rev description, rev date, material, etc.) then we link those properties into our drawing using linked annotation. Nothing to fancy. Our current revision block in the drawing templates is only nine revisions long and the problem we are starting to run into for certain parts is when we exceed nine revisions. In this case we would have to manually edit the sheet format and move the current revisions up in order to add a 10th or 11th revision. In some cases, if there is not enough room we would have to delete the first or second revision annotations to get the newest revs to fit. Very time consuming and problematic as you can imagine. I have considered transitioning into using the standard solidworks rev tables but it would be very time consuming to update and change all 20,000 prints. and no we do not have PDM... YET.


      I was wondering if there was a way to embed an Excel template with these links inside of my drawing template. This way when we exceed nine revision all I have to do is edit the sheet format, double click the Excel block to open it in context, and scroll down to show the next revision. This way I would have to delete and old revision history. From all of the forums I have read this seems possible, but will take quite a bit of work. I am just not sure where to start. Any suggestion would be appreciated.


      I have attached screen shot of our drawing templates and also our custom properties window.  

        • Re: Creating an Excel revision table for my drawing template
          Steve Zema


          Are you running Workgroup PDM or EPDM?  If so, you can have your administrator go into the Vault admin, and in the tab "Revision Table" change the number of rows to suit your needs.


          As for creating a separate Excel revision table, I am not aquainted with that.  I have always used what the template called for.

            • Re: Creating an Excel revision table for my drawing template
              Aaron POE

              We are not currently using any form of PDM.  We are however in the process of trying to fit PDM into our budget for 2013. We have a very small server and to update that along with purchasing PDM itself would be over a six figure investment. At least that is what our reseller told us. So we are looking at alternate solutions until we get this budget approved. I can only hope that we implement PDM in the near future as it would fix alot of filing issues that we run into while using write protected folders that are saved on our network. But that opens up a whole different can or worms. 


              We have alot to catch up on!!!