Creating Custom Column Set for PDM Vault View

Problem

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

Solution: Creating a Column Set

The PDM Administrator has the option of providing you with permission to do this for creating the Customer Column Set with the steps below:

1. Open SOLIDWORKS PDM Administration Tool.

2. Log in to the Vault for which you 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.

4. Type in an appropriate name for the Column Set and for Type, select File List.

5. 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.

6. Select the Permissions tab and then select 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.

7. Users with the 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

8. The new column(s) is now displayed.

New Columns are displayed

For further technical support, please contact Hawk Ridge Systems at 877.266.4469 for the U.S. or 866.587.6803 for Canada and support@hawkridgesys.com

 

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  • Lucas,

    I do not have admin privileges.   I can't get to the PDM admin tool

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