Problem

This article goes over how to create a Folder Template in SOLIDWORKS PDM Professional that will generate folders using a Serial Number. 

Solution

1. Open the PDM Administration Tool (Windows Start Menu > SOLIDWORKS PDM > Administration)

2. Create a Serial Number by right-clicking "Serial Numbers" and selecting "New Serial Number". Note: For details on the different types of Serial Numbers, review this help file: Serial Numbers

   

3. Set the Serial Number settings and click "OK"

   

4.  After creating the Serial Number, create a new Template by right-clicking "Templates" and selecting "New Template..." in the Administration Tool

   

5. Set a Name for the template and click "Next"
   

6. Select the Permissions that the Template will use when executed and click "Next"

   

7. Optional: Assign a Template Card for the Template, or leave it blank and click "Next"

   

8. Create a new Template Variable, selecting the Serial Number that was created, give it a Name to reference later, and click "OK". In this case, we set the Type to "Serial Number", selected the Serial Number named "New Serial Number", then gave it the Template Variable Name (alias) "Folder Serial Number".

   

9. Add a new folder to the Template by clicking the yellow folder button. This folder will be created in the vault when executing the Template. Name the folder using the name (alias) of the serial number from Step 8 between two "%" symbols. Then click "Next".

   

10. The Icon is not important, so skip to the Users and Groups step, and select the desired Users and Groups to be able to execute the template. Press "OK" to complete the template creation process.

11. Navigate to the vault and test out the new template. Right-click, go to "New", and click on the name set for the Folder Template. It should create a new folder using the serial number specified

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