How to display part file's custom properties on data card?

hi chris

did you have the "Enterprise PDM SolidWorks add-in enabled"  inside Solidworks?

When the part/assembly is created through a task, the template card pops up.  On the parts that aren't serial numbers, we can edit the part number and the description.  (These are pulled in through the folder properties which sales enters for quoting, but we can edit for doing sub components if necessary.)  On serial numbered parts, you can only edit the description.

Then to enter things like material and finish, I have the template show card. 

This brings up the data card with drop down menus and blank fields to populate the parts custom properties.  After creating the part, we create drawing from part, and all of the properties are driven to the title block.  The drawing data card is read only except for the number of pages.  You can still go into the drawings custom properties and edit if necessary, but that's pretty rare.

We also send properties from model to drawing.  How it works is actually model to drawing via solidworks (must save the drawing in SolidWorks for it to pick up the model properties), and then the EPDM mapping moves the values from the drawing prop to the EPDM data card.  However if you have existing templates that are set up differently then it could be a pain to switch at this point. 

... I noticed a mistake. You are showing a $PRPSHEET block - that should only be for the .slddrw extension.  CustomProperty block is for all three.

I'll paste an example variable setup below. Note CustomProperty block also includes .doc and other Office extensions, if you use those.

You only need the $PRPSHEET block if your SolidWorks templates are set up as suggested - with drawing using the model properties.  Otherwise remove it.