Benefits
Challenges Faced in SOLIDWORKS PDM
SOLIDWORKS PDM Professionals’ Print and Convert -Tasks are great for their simplicity. However, they lack features such as selectivity or filtering, structural processing, PDF/DXF/DWG merging, Sheet Format actions, and many others.
For ERP integrations the CSV Export of a PDM BOM is simple and sometimes enough, but it’s also inflexible and almost always requires manual work, lacks rule-based BOM translations, and cannot have any bi-directional communication between 3rd party systems.
Solutions in CustomTools & CustomTools Task Add-in
CustomTools Task Add-in brings the CustomTools’ Batch Operations and Export -features as integral part of PDM Professional. It enables various pre-defined Excel BOM reports, and powerful workflow automations from drawing automation and advanced conversion rules to well-defined bi-directional ERP integrations —also for non-SOLIDWORKS users.
CustomTools for SOLIDWORKS is also fully integrated with PDM Professional, leveraging PDM’s version and reference management in its own routines, and seamlessly uses PDM Serials in its advanced File Management and Design reuse.
CUSTOMTOOLS with SOLIDWORKS PDM Professional
Properties
| Basic | Professional | |
| CustomTools for SOLIDWORKS | ||
| Advanced utilization of PDM Serials and variables in automatic file naming | checked | checked |
| Auto-save to PDM folder | checked | checked |
| Local version validation before print/convert/export operations | checked | checked |
| Custom references from converted documents to source models/drawings | checked | checked |
| Variable copying from source models/drawings to converted documents | checked | checked |
| Design copying with integrated batch property management | checked | |
| CustomTools Task Add-in for SOLIDWORKS PDM | ||
| (Workflow driven) Advanced Printing and Conversion rules | with limitations | checked |
| (Workflow driven) Batch Operation Templates | checked | |
| (Workflow driven) Drawing Automation | checked | |
| (Workflow driven) Sheet Format actions/rules | checked | |
| (Workflow driven) Customizable Excel Reports and BOM listings | checked | |
| (Workflow driven) Bi-directional ERP integrations | checked | |
| — Business Central 365, Odoo ERP, Dynamics NAV, Oscar Pro | requires ERP module |
All product features → CustomTools Datasheet (PDF)
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