If you are familiar with SOLIDWORKS PDM, then you are probably aware of the ability within the software to create custom column views to display metadata in Windows Explorer. This is also possible with search results. We can create custom search results columns to display desired metadata in our search results lists.
Oftentimes, there is a need to export this information into a spreadsheet for personal use and distribution within an organization. This is very common and with SOLIDWORKS PDM, we have that capability right at our fingertips. In this article, we are going to take a look at how to create a custom search results column set and utilize it to be able to output the metadata you desire to an Excel spreadsheet.
We'll start by creating the search result columns that will include the customized properties that we desire.
We now need to modify our search card to use the custom search column set that we just created in the previous steps.
We are now ready to run a search in the vault view to see the results and export them out to an Excel spreadsheet.
I hope you found this SOLIDWORKS PDM tutorial helpful. Check out more tips and tricks listed below.
About Derrick Franklin
Derrick is an Engineering Manager in Northern California. He assists in both pre-sales and post-sales capacities for the SOLIDWORKS software as well as serves as an Enterprise PDM Product Specialist. Derrick received his Bachelor’s degree in Biological Engineering from Mississippi State University and has a Master’s degree in Mechanical Engineering from the University of Utah. He is also a Certified SOLIDWORKS Expert and a Certified PDM Professional.
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