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1 FOCUS ON REAL DESIGN AUTOMATE THE REST CUSTOMTOOLS 2019 SP1 Data sheet Francois Simon Page 1
2 BATCH CESSING Batch printing Manage print order Insert BOM quantities Define print settings per sheet format or paper size Print-time custom properties Print sheets referenced by model configuration Reload sheet formats Change sheet formats Manage layer visibility Include/Exclude specific sheets Filter based on property value Print non-native SOLIDWORKS files Launch print from search results Print closed assembly Add files, assembly or folder to the print list Define print profiles Batch print drawings Support non-native SOLIDWORKS files Customer specific properties (print/convert) Set scale Print to a specific printer tray Export file print list Simplified profile creation wizard Define the color output Translate properties and title blocks Run cutting profile as a task Run bending sheet as a task Run file rebuild operation as a task Batch conversion Convert to multiple formats at the same time Merge assembly drawings into one PDF Merge DF based on sheet metal thickness and material Define file naming and storing rules Page 2
3 25 file formats available Insert BOM quantities Convert sheets referenced by model configuration Filter based on property value Reload sheet formats Change sheet formats Manage layer visibility Write properties to converted files at run-time Include/Exclude specific sheets Include/Exclude specific configurations Supports multi-body parts Run conversion rules on BOM export Run conversion rule automatically on save operations Define conversion profiles Impose PDF Convert drawings, parts & assemblies Launch conversion from search results Convert closed assembly Customer specific properties (print/convert) Associate configuration name to output file name Rename child components in STEP file format Export file conversion list Auto detect sheet metal part Define orientation of non-sheet metal tarts in DF/DWG export Simplified profile creation wizard Translate properties and title blocks Run cutting profile as a task Run bending sheet as a task Solid Edge migration Import Solid Edge model to SOLIDWORKS files Convert Solid Edge drawings to PDF/DF/DWG Import Solid Edge file properties Fixe components in SOLIDWORKS Map material Filter properties to import Keep original file structure Page 3
4 SHEET METAL TOOLS DF Automation Auto-create DF drawing sheet Auto-create DF from parts Auto-create DF for multi-body parts Merge DF based on material & thickness Insert customized property notes in DF/DWG Use cut list item in output file name Use instance number and total quantity in output file name Associate configuration name to output file name Insert customized note in flatten view Show bend lines in flatten view Insert customized bend notes Show only silhouette edges Create cutting profile sheet during batch operation Create bending sheet during batch operation Define the sheet format/size to be used by the bending sheet Save temporary created drawing during DF creation from parts Cut-list property management Write additional cut list properties Property pane for cut list items Auto number cut list item Write additional properties based on geometry Copy cut list item as drawing/model properties Page 4
5 REPORTING Excel Report Export where used list Generate custom Excel reports Generate custom BOM listing Insert preview image Insert SOLIDWORKS attributes Insert custom property values Accumulate quantities Insert link to converted files (req. CT Apps) Bi-Directional Excel report (req. CT Apps) Keep BOM Structure Translate custom properties Manage configurations Run file conversion rules during report creation Launch reporting from search results Support user defined sub-structure for parts Support for hide, promote & show Support for cut list item Export cut list item preview image Export all configurations at once Page 5
6 PERTY MANAGEMENT Property Pane Manage properties based on configuration Write property values to pre-defined target Write property values to all configurations Write property values to specific configuration Write property values to document properties Write property values to active configuration Write property values to document properties and active configuration Write property values to document properties and all configurations Custom properties functions Manage property group visibility Manage property visibility RAL Colors/Colors Link mass and material Manage revisions data Link to dimensions Auto-numbering Auto-numbering based on property value Track property change history Clear property value on Save As Define customer specific properties Insert property tooltips Insert property translation Link to external data source Copy cut list item property as model/drawing property Copy model property as drawing property Custom dictionaries Look up list Multi-level look up list Keyed values Hierarchical dropdown list Keyed values Fetch dropdown list content Page 6
7 Default values Define default custom property Insert user s initial Insert SOLDIWORKS functions as default values Insert current date User/User group based default property value Auto complete Retrieve parent property value Formatting Combine custom properties Define maximum length Force CAPS Define values to be written for check box Configure date format Compulsory values Multiline properties Propagate property value Propagate property values to models, parts and assemblies Propagate property values to drawings Update combinations of properties Insert Notes Pre-defined note templates with custom properties Save note for later use Share notes between users Insert BOM quantity during file conversion Insert notes during file conversion Drawing Template Customize sheet formats with custom properties Access to pre-defined list of available properties Insert properties defined for models and drawings Insert revision table Page 7
8 Bounding box Support parts and assemblies Define a bounding box offset Update automatically Write additional bounding box dimension properties Coord Note Insert coordinates points in drawing Create groups of coordinates Support linear and polar coordinates Support arc centre point Update automatically Page 8
9 FILE MANAGEMENT File naming Define file naming rules Number sequencing Shared sequences between users Part and assembly specific naming Combine custom properties Auto-save to folder Configuration specific drawings Generate sequence based on property value Detect property value changes Define sequence format Increment sequence number Auto-generate drawing filename Supports naming of virtual components Save configuration as new file Replace component in assembly Save as and break external references Copy as new component in assembly Rename existing file Property pane popups on save operation Retain all references when file is renamed Run conversion rule on save operation Project Define projects and sub-projects Auto-save to project folder Define model & drawing save folders Define specific file naming rules per projects Project specific sequencing Load default custom property values Search files based on project/sub-project Auto-Number & Name by Project Link project information to custom properties Page 9
10 Link parent project information to custom properties Retrieve projects from ERP (req. customization) Page 10
11 ERP CONNECTION Import Live ERP search in property pane Link ERP data to properties Fetch dropdown list content Connect to different tables Export Export BOM to ERP (req. customization) Automate the creation of new items in ERP (req. customization) Export BOM to ML Export BOM to HTML Export BOM to CSV Export BOM to TT Export preview image Launch Export from search results Split structure export output to several files Export cut list item Export all configurations at once Support user defined sub-structure for parts Page 11
12 ADVANCED SEARCHING Search Search files based on custom property values Search files based on document types Drag & drop from search results Free search Configurable search pane Supports file configuration Search based on BOM part number Remembers last search criteria Export file search results list Project search Open Drawings Identify all drawings made for a model Open associated drawings Works regardless of naming and storing conventions Support configuration specific drawings Explore Locate a file in Windows Explorer Page 12
13 DESIGN REUSE Copy Copy and rename assemblies Move and rename assemblies Copy referenced drawings Include active/referenced configurations Modify properties Exclude Design Library files Exclude Toolbox parts Keep folder structure under the main assembly Update drawings with property changes Define destination folder for Models/Drawings Find and replace in file name Create a zip Filter files to copy based on property value Retain all references when file is copied Retain all references when file is renamed Where used Locate where a model is being used Export where used list Page 13
14 Collaboration Collaborative manufacturing on the cloud Export non SW file formats (e.g. PDF, DF,..) Export custom properties Send a downloadable package Post comments notifications Operations log Integration to SOLIDWORKS PDM Professional CUSTOMTOOLS Search Disabled Use SOLIDWORKS PDM serial number in CUSTOMTOOLS Control which version of file to use (Print, Convert, Export) Add reference from converted documents to source file Define check in method for the converted documents Map model properties to the data card of converted documents File references read directly from the SW PDM database Page 14
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