Creating Custom Column Set for PDM Vault View

Raymond Scarlett
Updated

Problem

This article describes how users can add a custom Column Set to the PDM vault. This feature is useful as it allows for quick access to information about a file without selecting the Data Card.

Solution

The PDM Administrator has the option of providing users with permission to do this by creating the Custom Column Set with the steps below:

  1. Open SOLIDWORKS PDM Administration Tool
  2. Log in to the Vault for which we want to create a customized view
  3. Right-click on Columns and select "New Column Set"
Right-click on Columns and select New Column Set.
  1. Type in an appropriate name for the Column Set and for Type, select "File List"
  2. Add a column by selecting "Add" and setting the desired Variable from the drop-down list
Add a column by selecting Add and setting the desired Variable from the drop-down list.
  1. Select the Permissions tab and then select the user(s) and the group(s) that will have permission to the Column Set
Select the Permissions tab and then select user(s) and the group(s) that will have permission to the Column Set
  1. Users with permission to view the Column Set can right-click on a blank area in the Vault View and select "Column Set", then the named Column Set
Select Column Set
  1. The new column(s) are now displayed
New Columns are displayed

For additional support, existing customers can submit a ticket or new customers can contact Hawk Ridge Systems.

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

Comments

0 comments

Article is closed for comments.