Copy Tree is a helpful SOLIDWORKS PDM feature that can be used to make a copy of a folder or file inside or outside of the PDM vault and maintain its references. This feature is very similar to the widely used Pack and Go inside SOLIDWORKS but allows for more customization.
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To perform a Copy Tree, open the PDM vault and navigate to the folder or top-level file you would like to copy, highlight it, select tools from the above toolbar, then select Copy Tree from the pop-out menu.
The Copy Tree dialog box will then open, displaying the many options for your copy function.
To choose the location you would like to copy your folder or files to, select the Browse button in the Copy Tree dialog box and browse to the location. Once you have selected the location, make sure that it is reflected in the Destination Folder Path column (Shown below).
The Settings section of the Copy Tree dialog box is where you can specify what version to reference, how you want the copy to be output, and extra references you may want to include.
Version to Use:
The Transform Operations section of the Copy Tree dialog box is where file naming conventions for the copied files are chosen.
The filter display portion of the Copy Tree dialog box lets you refine the list of files that are displayed file list in the copy tree window.
The file list is used to select files to copy, make sure there are no warnings, choose files to perform name transformations on, and verify that the new file name and location are correct.
By checking the Check-in on Copy box you can have PDM automatically check the copied files into the vault and enter a check-in comment. Also, be sure to double-check the Total to Copy section to make sure you are copying exactly what files you intend to. Then press Copy to perform the Copy Tree function.
About Cassidy Kelsch
Cassidy Kelsch is a SOLIDWORKS Technical Support Engineer and Certified SOLIDWORKS Professional based out of Salt Lake City, Utah. She earned her Bachelor’s degree in Mechanical Engineering from Utah Valley University and has over five years experience in CAD design. Cassidy joined GoEngineer in 2020.
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