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June 24, 2024 0 comments

3DEXPERIENCE SOLIDWORKS SHARE AND MARKUP

Share and Mark-up

SOLIDWORKS Share and Markup simplifies design sharing with external stakeholders. They can view, annotate, and share comments on your designs. SOLIDWORKS Share and Markup streamlines collaboration. It allows external stakeholders to interact with your designs by viewing, annotating, and sharing comments. This functionality is available to anyone who has the 3DSwymer, Collaborative Designer for SOLIDWORKS or 3DEXPERIENCE SOLIDWORKS roles.

A key benefit of Share and Markup is that the recipient doesn't need a 3DEXPERIENCE role or SOLIDWORKS license. This allows them to view the file, make notes, and share comments with you directly. You only need a 3DEXPERIENCE account, which is free to create. This way, you can avoid the hassle of alternative file sharing tools that can add unnecessary overhead to your design collaboration process.

1. How to enable Share and Markup capabilities

To share files with external recipient some initial setup is required using the Drives Control Center app. The platform Administrator must turn on:

  • Allow platform members to share content with external users by link.
  • Allow external users to view and comment on shared content.

These settings are located on “Share with External” tab.

2. Sharing a file from SOLIDWORKS

In SOLIDWORKS you chose the file format to share. From the “Lifecycle and Collaboration” tab you can select the ‘arrow down’ on the “Share a file” button and then select the desired file format.

In this example 3DXML is chosen, this is the recommended format for sharing an assembly. The 3DXML file will contain all of child components and sub-assemblies.

After choosing the file format, you can create the sharable link. Click the “Share a file” command again and a formatted file is created and placed in your 3DDrive application, in the folder named “Shared with external”.

plus, a dialog box will appear with an option to enable guests to comment on the file, plus an option to restrict access to specific users. If you do NOT enable “restrict access to specific users” anyone with the shared link can access the file.

However, if you activate “Restrict access to specific users” you will have the option to type in the email address of the person you wish to share your file with or multiple email addresses if several persons are to be involved and finally, you can add a message in the dialog box.

Having applied the required settings, next click the “Share” button, to automatically send an email to your chosen recipient that will include a link to the file and a message.

The recipient will receive an email with a subject line stating the name of the sender, the name of the file, and a link to access the shared file.

When recipients click on the link, they will be prompted to set up a free 3DEXPERIENCE ID account, if they don’t have one already. If they do have an account, they can just select the link and access the model by signing in to the 3DEXPERIENCE platform. Note: They must use the same email address entered when creating the shared link.

3. Adding annotations and comments to the shared file

Once the recipient has logged in, they can access the model from their browser, which will take them to the shared model in the 3DPlay viewer application, where they can rotate, view, mark up, and comment on it using the intuitive tools in 3DPlay.

All the recipient needs to do is hover over the icons to get a description of the various tools to begin a “mark-up” procedure.

As an example, they can click on the Edit Clipping tool, which cuts through objects using a section plane to view and to access details inside an object, and also to measure hidden items.

4. Sharing annotations and comments with the original sender

Recipients can save their markups/comments as a snapshot by hitting the "Share as Comment" command. This will then display the snapshot in the Comments window on the right side of their screen.

The 3DEXPERIENCE platform will notify the original sender when the feedback has been applied and sent.

Clicking on the notification displays the 3DPlay app in the SOLIDWORKS task pane, where of the annotations and comments made by the recipient of the file can be viewed.

5. 3DDrive: Locating Shared Files

The process which has just been described, seems very automatic and simple, and so it is. However, it’s always important to be aware of where the shared files are located, if you, at some point, wish to search for a specific file and other files that might have been shared.

By opening the 3DDrive application, searching can be performed in SolidWorks as well, simply locating the 3DDrive application through the Compass and open it.

The 3DDrive application appears and shows all the 3DDrive folders you have access to. When you share a file like shown in previous steps, the folder “Shared with external” is automatically created and to be found in the “My Files” folder.

This is where all the files you have shared using the “Share a file” feature in SOLIDWORKS are be located.

All the files you have shared from SOLIDWORKS are accessible from this folder. From here you have several options, for example viewing the information of the files you have shared and previewing it so you are able to see exactly what the external recipient is seeing when they open the file in the browser.We recommend deleting the file, but be aware that this will also remove all comments and markups attached to it. The 3DDrive file, not the copy in your 3DSpace, stores this information

6. Adding new users to existing shared files

If you want to add more external recipients to collaborate with, you can do it from the folder as well. Just select the desired file, select the share button and then the “Share with external” tab and you get the same window as described previously.

Note: Although there is an expiration date “30 days from link creation” it is only the link to the file that expires, not the file itself. We will keep the shared file in the 3DDrive until we remove it.

7. Revoking access to shared files

You have the option to revoke the shared access. When you have located the file you wish to revoke access from in the 3DDrive “Share with external” folder, open the “Share with external” tab in the “Share this file” menu.

Select the “Authorized list”

This program will show you the list of authorized users for this file. You can then select the recycle bin icon next to a user to revoke their access.

Share and Markup – use case examples

In this chapter you will find 3 use cases for sharing documents. These examples are commonly used by consultant designers, suppliers, and manufacturers in their daily information exchange.

1. Sharing a SOLIDWORKS drawing

Let’s say you need to share 2D drawing with a supplier. In this case you have made some changes to an original part and would like to get feedback from the supplier.

From the drawing in SOLIDWORKS, you can share the file as PDF, DXF, DWG and PNG.

Having chosen PDF as file format - select “Share a file” again. In this example we will not restrict the access to the file, so we will just make sure that the “Enable guest comments” is active and then click the “Copy external link” followed by “Close”.

The dialogue closes with a message stating that you have uploaded the file to 3DDrive. And if you forget to copy the link before closing the “Share a file” window, there is a Copy Link button in the info pop-up. This pop-up will disappear after a while. Hovering over it, will keep it visible.

We can send the copied link to an external supplier by email.

The external recipient pastes the link into a browser. They can then log in to the 3DEXPERIENCE platform using their account credentials to view the file.

The recipient can now access the drawing and start giving feedback. They can also share comments as described previously.

2. Sharing a design for manufacture

We have approved your design and it is ready for manufacturing. Now you need to send the 3D file. You could send it as a STEP file or as a native SLDPRT file. This can in some cases make it much easier to start producing data for CNC machining or 3D Printing.

We can easily share a file after making modifications. Simply select 'Share a file' and a dialog box will appear, allowing you to update the existing file.

The update process retains all previous annotations and comments, allowing the communication thread to continue seamlessly.

3. Sharing a large assembly design for review

When dealing with large assemblies, sharing a design efficiently can pose a real challenge as file sizes can get large. Previously, opening a large assembly, even in lightweight mode, often required recipients to use a workstation with the native CAD application installed.

This task is now much easier in SOLIDWORKS by utilizing a combination of the 3DXML file format and the Share a File feature.

The 3DEXPERIENCE platform allows you to view 3DXML files on both workstations and mobile devices. As long as you access the received link for the shared file – you will be able to open, view, zoom and rotate, explode even complicated assemblies.

Let’s have a look at an example using an all-terrain adventure bike designed by Bowhead Corp.

I have opened the assembly in SOLIDWORKS and prepared it for sharing by selecting 3DXML as the file format.

The user selects the "Share a file" command and then proceeds to follow the sharing procedure outlined earlier.

The recipient clicks the link and logs in to 3DEXPERIENCE. They can then easily view the assembly and add comments. A non-windows device took these screenshots.

Share and Markup compared with traditional methods of file sharing.

Using the Share and Markup workflow can remove the need to use traditional methods of file sharing. Traditional methods of file sharing include PDFs, screenshots of models in documents, and even SolidWorks Pack and Go. These methods often require multiple applications and can cause compatibility issues. Share and markup takes away previously used unstructured workflows and eliminates the typical obstacles in historical file sharing which include:

  • The need for various applications for saving and viewing files.
  • File sizes exceeding mailbox capacity.
  • File formats not compatible with recipient operating system or applications for viewing.

1. Share and Markup summary

SOLIDWORKS Share and Markup offers a powerful solution for sharing designs with external stakeholders. This functionality leverages the Share a File command and the 3DEXPERIENCE platform. It eliminates the need for less efficient file sharing methods. With SOLIDWORKS Share and Markup, you eliminate the hassle of manual file zipping, email limitations, and recipient software downloads. Now, anyone can view and comment on your designs using a simple web link. The browser supports the 3DEXPERIENCE platform. This allows recipients to view and add comments to shared files on a mobile device.

SOLIDWORKS Share and Markup streamlines design collaboration. Designers and stakeholders can work together efficiently, getting products to market faster.
June 21, 2024 0 comments

SOLIDWORKS Inspection : Enhancing OCR Accuracy Using Customized DictionariesSOLIDWORKS Inspection

SOLIDWORKS Inspection software greatly assists in generating quality control and planning documentation. When utilizing the standalone edition of SolidWorks Inspection to balloon PDF or Tiff files and produce inspection reports, encountering a drawing with a non-standard font can lead to potential inaccuracies in dimension and note extraction. 

Keep reading to learn how to prevent this problem and receive a quick tip for resolving it.

In this example, we are using Cooper Black as the non-standard font.

How-to-Create-a-Custom-OCR-Dictionary-in-SOLIDWORKS-Inspection-2

The OCR (Optical Character Recognition) function attempts to match the captured image of a dimension or note with characters from a predefined "dictionary" or list of known characters. Consequently, using non-standard fonts can lead to inaccurate matching between the two. Take note of the image below, where the dimension, tolerance, units, and dimension sub-type are extracted incorrectly.

As a default feature, SOLIDWORKS Inspection includes standard "dictionaries" or lists of characters available for selection. You can access these dictionaries under Options > Project Options > Imaging/OCR.

The solution to this issue is to train SOLIDWORKS Inspection to recognize and interpret the font used in the drawings you receive:

Step 1: Access the OCR Editor

Step 2: Insert a sample drawing into the editor to use as a tool to extracting characters and assigning them values.

Note: It would be ideal to have a print with all the letters, numbers and symbols used. (A thru Z, 1 to 9, and commonly used symbols).

Step 3: Extract the characters, assign the corresponding values, and store the dictionary.

You have the option to select "auto extract" or utilize the extraction tool in your command manager to box around of letters, numbers, or symbols. The Auto-extract feature in the OCR editor will then separate the characters for you, enabling you to input a value for each one.

For instance, in the example below, the character box is "A". On the extraction panel's left side, under the "value" section, we input "A" Subsequently, you can utilize the arrows in the extraction panel to proceed to the next character and input its corresponding value.

Ideally, aim to include all possible characters in the dictionary. Additionally, duplicating the same character multiple times could prove beneficial in certain situations. Once you have completed this process, save the dictionary to a location of your choice and then close the editor.

Step 4: Direct SOLIDWORKS Inspection to the dictionary you've created.

In SOLIDWORKS Inspection, incorporate the custom dictionary you've created.

Select the custom dictionary file in the specific folder.

Conclusion:

As a result, you'll achieve precise OCR recognition for the non-standard font. This dictionary is now applicable to any drawing featuring that specific font.
June 14, 2024 0 comments

SOLIDWORKS COMPOSER : Creation of HIGH RESOLUTION IMAGE using SOLIDWORKS COMPOSER

Creating a high-quality image of a product using Solidworks composer.

After creating an image, you can follow a few steps to transform it into different types of images and ultimately use it to create a video

STEP 1

  • As shown in the below image,
  • You directly import a SOLIDWORKS assembly file.
  • The left side bottom tab consists of various properties used to change the colors, background colors, camera alignment and a few other options to change the product looks.
  • At the top, you'll find additional options that provide various features we'll explore in the following pages.

STEP 2

Assembly, Collaboration, Views

  • Once the above points are done, as per the below image 
  • Three tabs (highlighted) will be present which consist of assembly, collaboration, and views.
  • In the Assembly option every subassembly can be selected and modified separately. In the model, the selected subassembly will be highlighted in the assembly tab in a shaded brown color as shown in the image.
  • Once selected we can hide others and work on the selected subassembly, or we can hide the selected subassembly and work on the other subassembly file.
  • The VIEW tab allows you to take screenshots. Will discuss about VIEW tab in upcoming topics.

STEP 3

TRIAD

  • A TIRAD option is to pull out the subassembly in any direction.
  • The image shows bolts selected.. Once selected, the left side tab shows the selected bolts with highlighted shaded brown color.
  • The software opens a pop-up with three colored triads for moving the selection.
  • Every color represents the XYZ directions. Selecting and dragging the colored triads will cause the subassembly file to move in that direction.

STEP 4

PATH

  • SOLIDWORKS Composer allows you to create an associative path using the "Create Associative Path from Neutral" tool.
  • A second image is the resulting image which shows where the removed bolt comes from i.e. neutral path.
  • With this option even in exploded view we find the origin of the removed items.

STEP 5

LINEAR DRAG

  • Linear drag allows you to drag multiple subassembly files simultaneously.
  • The only thing is that subassembly should be either vertical or horizontal.
  • Selecting subassembly files vertically or horizontally is necessary to maintain their removal process.

STEP 6

VIEWS

  • The VIEWS tab allows you to capture a screenshot, which can then be used to create videos.
  • Those videos show how to assemble the product and how to remove it at the same.
  • Every view will be different and showcase the process of the product assembling.
  • We will cover how to add various effects to views, including exploding parts, highlighting elements, zooming in for detail, and using diggers for interactive exploration..

STEP 7

HIGH RESOLUTION IMAGE

  • With high resolution image option under the tab Home, A workshops opened at the right side.
  • A multiple options will be available like preview, Detail view, background options etc…are selected and saved according to requirements.

A machine with rollers on it

Summary

  • With these above-mentioned points we can be able to create high-quality images (VIEWS) using SOLIDWORKS COMPOSER
  • We will cover video creation and other topics in the next session.
May 31, 2024 0 comments

Effective Data Representation with Metrics Readers

Metrics Reader is a cutting-edge application for public cloud dashboards that provides a range of essential features. With Metrics Reader, you can effortlessly generate charts based on your imported datasets, enabling you to gain valuable insights and analyse the data effectively. Additionally, this powerful tool allows you to compare multiple charts, empowering you to make informed decisions based on comprehensive visualizations.

Metrics Reader is compatible with 3DDrive, Social Analytics, and Potion for enhanced functionality.

When incorporating a Metrics Reader widget into your dashboard, it is essential to customize it with your specific data set to showcase a chart.

You can modify the settings of any Metrics Reader widget that you have personalized.

By importing your own data (.CSV or .XLS), you can analyse trends and uncover valuable insights through customizable charts and graphs.

The Task Shows:

  1. Select data type.
  2. Import data.
  3. Select Range.
  4. Customize.

1. Select Data Type:

  • Quantitative Time-series
  • Quantitative Series
  • Qualitative Series

Quantitative Time-Series:

Bring in a collection of numeric data gathered at consistent time intervals. We will closely examine the Quantitative time series.

2. Import Data:

There are three options for importing the data.

Cloud (One time upload):

This is a one-time upload process where you will need to enter your Login ID and Password in the File URL field.

Select the Cloud option and enter the URL of a file saved on the cloud. If access is limited, please provide your login information.

Note: Your 3DEXPERIENCE Platform requires Internet access if the URL you provided directs to an online resource.

Paste Data:

Select the "Paste data" option and then paste the data that you have copied from your clipboard.

Dropped file:

Choose the dropped file and effortlessly transfer a file from your 3DDrive (3DDrive is the storage application located on the 3DEXPERIENCE Platform. To draw a parallel, it functions similarly to Dropbox, Google Drive, and OneDrive. Interestingly, these three programs can also be seamlessly integrated into 3DEXPERIENCE).

In addition, there is an advantage to editing the dropped file from 3DDrive, as it will automatically update the Charts.

3. Select Range

You have the option to choose a column and import the time zone, indicating the date column and the desired date format. Additionally, you can display the results as Sum, Average, Maximum, or Minimum.

4. Customize

Within the design tab, you can modify the sequence of your products using Forecast, Smooth curve, Linear regression, total, and time zone. Additionally, you can define the name and Source URL in the Credits tab before choosing the Chart type displayed in the image.

The personalized dashboard is utilized by millions daily to effectively monitor, customize, and share various aspects of their digital lives. Depending on your company's needs, you can choose from a variety of chart types and configure multiple metric readers on the desired tab within the dashboard. This ensures that all the essential data of your company is conveniently accessible on a single page.

Essentially, this tool can assist you in replacing the outdated process of manually analysing Excel files, which often results in errors and is quite time-consuming. Moreover, it can be conveniently accessed from any location, at any time, and on any device - all you have to do is log in to the platform to access it.
May 31, 2024 0 comments

Difference between 3DEXPERIENCE Title and File Name

Learn how to manage files on the 3DEXPERIENCE Platform using a 3DEXPERIENCE Title identifier in this blog.

As a SOLIDWORKS model, the 3DEXPERIENCE platform offers an excellent file management solution that makes sure all references are kept up-to-date, even if models are renamed or moved across multiple projects. SOLIDWORKS uses references to verify that all drawings, assemblies, and parts link together during parametric changes.

Windows File Management

The File and folder Name's that we've become use to is a unique Windows identification. It is the filename that is saved in various folders on the hard disk. The same name may appear in more than one file stored in different folders. If SOLIDWORKS PDM isn't used, then changing a file name or folder structure will unavoidably lead to file reference issues.

3DEXPERIENCE File Management

The 3DEXPERIENCE platform offers a different approach. All files are saved to a single local cache folder with unique file names, even though Windows still needs a file name to save a local copy to disk. The file name is no longer useful once it is saved to the platform.  It is actually unchangeable at this point. 

Now that we have a 3DEXPERIENCE attribute called Title, we can manage the naming. It is simple to rename this at any time. Organizing is done with the Bookmark Editor instead of storing things in different folders. References are not broken because the files are not renamed or moved to a different folder.

Differences in Terminologies

In the 3DEXPERIENCE platform, file management is referred to by a few terms. Here is a brief explanation, however the title is the primary and most important part.

1. File Name

This file's name is stored in Windows' local cache folder. The file is locked and cannot be modified once it has been saved to the platform. That prevents any references from being missed. Since Windows prohibits multiple files with the same name in the same folder, if two files with the same name were saved to the platform, the local cache may apply a unique file name (e.g., xcadmodel###.sldprt).

2. Name

A unique 3DEXPERIENCE identification, such as (prd-R###) is used to differentiate a product within a Collaborative Space.

3. File Title

This is a 3DEXPERIENCE feature that may be utilized for organizing your models. The CAD Family, physical products and drawing title are all included with this.

4. Title

This characteristic is also known as the Physical Product Title; it is basically the same as the File Title.

  • When a part or assembly has many configurations, the configuration name is added in the title to keep them unique, as in "Part123(Config123)".
  • In the case of a drawing, this might be the specific file title or the file title of the part or assembly that is being referenced.

5. Component Name

This is a unique SOLIDWORKS identifier that appears in the My Session app and provides the component's assembly instance number. This is related to the File Title.  Any modifications made to the File Title will have an impact on the Component Name.

Renaming the 3DEXPERIENCE Title

We can now rename the Title without affecting the SOLIDWORKS references because we know the file name will never change. By right-clicking on the top of the Feature Manager Design Tree and selecting Rename Title, you can change it.

Conclusion:

The ability to connect to dashboards, messaging, activity streams, communities, and drag-and-drop task management means everyone is on the same page directly from SOLIDWORKS.

Windows explorer has current limitation on cache file, which will be removed in 3DEXPERIENCE SOLIDWORKS. 

3DEXPERIENCE SOLIDWORKS has an in-built data management solution to manage and organize your CAD and Non-CAD Data with the help of Bookmark editor.
May 24, 2024 0 comments

SOLIDWORKS TASK SCHEDULER

In our day-to-day design lives, the designer spends lots of time taking a
number of pins, creating a drawing, and exporting and importing files. SOLIDWORKS
professional and premium offer to access the SOLIDWORKS task scheduler for helps
your productivity and work efficiently.
The SolidWorks Task Scheduler sets up tasks to perform at a future time. You
can use SOLIDWORKS Task Scheduler for scheduling the job during off-peak hours.

PURPOSE OF TASK SCHEDULER

The Task Scheduler allows you to perform automated tasks on a computer.
you can schedule any program to run at any time for you.
You can access SOLIDWORKS TASK SCHEDULER in two different locations:

  1. Windows search > TYPE task > CLICK SOLIDWORKS task scheduler...
  2. In SOLIDWORKS menu bar, click Tools > SOLIDWORKS applications > CLICK
    SOLIDWORKS task scheduler...

SOLIDWORKS TASK SCHEDULER INTERFACE

The user interface helps to assign the task and verify the status, along with a
date and time. The highlighted area is the task lists.

The task details are given in the next picture, for more clarity.
NOTE: In scheduling time, your system must be in switch ON condition.

TASK LIST

In the task scheduler, the most commonly used tasks are given below:

a) Print files
b) Import files
c) Export files
d) Creating drawings

PRINT FILES

The print file task helps you save time and productivity. You can schedule
tasks to print drawing files in are specified type within a folder. You can specify
one or more files or folders, but you cannot specify both files and folders in the
same task. For example, A0, A1, A2, A3, and A4

Steps:

1) Click the print file in the task list.
2) Add a specific file or folder to print.
3) Click an option for printer setting.
4) Set the printer name, sheet size, and number of copies.
5) Set the scheduling date and time.
6) Click Finish for scheduling.
Note: your drawing sheet size and printer set size must be the same.

IMPORT FILES

You can schedule tasks to import Parasol ID, IGES, STEP, ACIS, VDAFS,
SLDXML and Rhino files into SOLIDWORKS part (*.sldprt) files. You can import
individual files or all files of a specified type within a folder.

Steps:
1) Click the import file in the task list.
2) Add a specific file or folder to import.
3) Click an option for import type.
4) Set the import option for your need.
5) Choose your file output location.
6) Set the scheduling date and time.
7) Click finish for scheduling.

EXPORTING FILES

You can schedule tasks to export SOLIDWORKS documents into other
formats. You can export individual files or all files of a specified type within a
folder.

Steps:

1) Click the export file in the task list.
2) Choose your export file type in the drop-down.
3) Add a specific file or folder to export.
4) Click an option for export type.
5) Set the export option for your requirement.
6) Choose your file output location.
7) Set the scheduling date and time.
8) Click finish for scheduling.

CREATE DRAWINGS

You can schedule tasks to create drawing files for the SOLIDWORKS part
and assembly files. You can create drawings for individual files or all files of a
specified type within a folder.

Steps:

1) Click creates drawings in the task list.
2) Choose your drawing template with a predefined view.
3) Add a specific file or folder to export.
4) Choose your file output location.
5) Set the scheduling date and time.
6) Click Finish for scheduling.
Note: create a drawing template with a predefined view for proper drawing
creation.
May 17, 2024 0 comments

Create Drawing Templates in Minutes: Leverage Predefined Views in Your SOLIDWORKS CAD Workflow

The world of product development is constantly evolving, and innovative tools like 3D Product Architect (PAU) are pushing the boundaries of Solidworks. This powerful software empowers users to create and modify complex product structures without the need for dedicated design software. This translates to a more inclusive development process, allowing even non-designers to contribute to product visualization and refinement. With 3D PAU, digital mockups become a breeze, fostering earlier collaboration and reducing the number of design iterations required. Let's delve deeper and explore the exciting functionalities of 3D PAU and how it can streamline your product development journey.

PREDEFINED VIEW

The predefined view in SOLIDWORKS is the easier way to set up the
orientation of our models like the front view, top view, right view, and an
isometric view. Additionally, configure the model dimensions, display style,
and scale.

Streamline Drawing Creation with Predefined Views

Predefined views are a built-in feature in popular Computer-Aided Design (CAD) software like SolidWorks. They offer a faster and more efficient way to generate standard views of your 3D models, such as front, top, and right side views.

This blog dives into how you can leverage predefined views to create drawing templates, saving you significant time and effort in the long run.

Building Your Predefined View Template

The core of this technique lies in creating a template that incorporates your preferred view orientations, dimensions, and annotations. Here, we'll walk you through the steps involved in building your own predefined view template:

  • Choosing the Right Template and Sheet Size: We'll discuss selecting the appropriate base template and sheet size for your drawings.
  • Inserting Predefined Views: Learn how to easily insert standard views like front, top, and right side views using the predefined view options.
  • Customizing Annotations and Dimensions: Explore the options for setting annotations and dimensions within your predefined views.
  • Saving Your Template: Discover how to save your customized template for future use.

Benefits of Predefined View Templates

By investing time in creating predefined view templates, you'll reap numerous benefits:

  • Increased Efficiency: Significantly reduce the time spent on setting up basic views in your drawings.
  • Standardized Drawings: Ensure consistent layout and presentation across all your drawings.
  • Reduced Errors: Minimize the risk of errors by pre-defining critical annotations and dimensions.

Leverage Predefined Views for a Smoother Workflow

Predefined views offer a powerful approach to creating drawing templates in SolidWorks. implementing this technique, you can significantly boost your productivity and ensure consistent, high-quality drawings for your projects.

CREATING A PREDEFINED VIEW

STEP-1: Choosing drawing template and sheet size.

Choosing drawing template and sheet size - Solidworks

➢ Click New > Template > Drawing > Click OK.
➢ Select the sheet size > Click OK.

STEP-2: Placing the predefined views on the drawing sheet.

➢ In the command manager, click Drawing > Choose a predetermined
view.
➢Begin by placing the first predefined view onto the drawing sheet.
➢ Select the front view as the orientation on the property manager tab.
➢ Set the annotation on the property management tab and choose import
and design annotations from the drop-down menus.
➢ Set the first view by clicking OK.
Note: The same procedures apply for the top view and right-side views as
well.

Placing the predefined views on the drawing sheet - Soidworks

STEP-3: Placing the flat pattern views on the drawing sheet.

➢ In the command manager, click Drawing > Choose a predetermined
view.
➢ Place the predefined view in the necessary location on the drawing
sheet.
➢ Select the flat pattern view as the orientation on the property manager
tab.
➢ Set the annotation on the property management tab and choose import
and design annotations from the drop-down menus.
➢ Set the view by clicking OK.

Note: In SOLIDWORKS 2022 version new features include the flat pattern
view, dimetric views, and trimetric views.

Placing the flat pattern views on the drawing sheet - solidworks

STEP-4: Set the marked dimension for drawing.

Set the marked dimension for drawing - Solidworks

➢Select the document properties option on the settings menu.
➢In the document properties drop-down select detailing.
➢ The dimensions marked for drawing should be turned on.
➢ To make the selection, click OK.

STEP-5: Review the final position of the predefined view

Review the final position of the predefined view - Solidworks

STEP-6: Save the predefined view as a template.

Save the predefined view as a template - Solidworks

➢Click File > Save As.
➢ Save as type pick a drawing template from the drop-down menu.
➢ If the drawing template is selected as the save as type, it transports to
the location of the pre-set template.
➢ Click OK to save the template

Save the predefined view as a template - Solidworks

STEP-7: Create a drawing of the model.

➢Open the part > select the drop-down on a new tab.
➢ Choose mark drawing from part.
➢ Pick the created predefined view.
➢Click OK to see the model detailing.

Create a drawing of the model - Soliworks
Create a drawing of the model - Soliworks

Final Result:

Result - Solidworks.

Note: The predefined view template was also used in the task scheduler to
increase productivity. Click Here for More Information.

Conclusion:

Using Predefined Views to build templates is an excellent method to
automate projected or regular views and make the most of your Solidworks
tools. To work smarter rather than harder, try incorporating Predefined views
into your workflow.
May 10, 2024 0 comments

POTION LABKEY TO AUTOMATION 3DEXPERIENCE

Potion Lab is an innovative application in the 3DEXPERIENCE platform
that simplifies workflow automation. By setting triggers like file
uploads or project creations, users can activate automated actions
effortlessly. What makes PL unique is its customizable
ingredient selection, enabling users to choose outputs like notifications
or bookmarks.

PL = Potion Lab.

What is Potion Lab?

Potion Lab is a groundbreaking application within the 3DEXPERIENCE
platform that allows users to automate tasks and processes seamlessly.
Whether you're managing projects, collaborating with teams, or
optimizing workflows, PL empowers you to streamline your
operations with ease.

How Does Potion Lab Work?

Creating your own "Potion" with Potion Lab is a breeze. You start by
setting a trigger, which can range from a file being uploaded to the cloud
to the creation or termination of a project. This trigger serves as the
catalyst for your automated process, kicking off the magic of PL.

Next, you select the output, known as an ingredient, which determines
what action should occur when the trigger is activated. The possibilities
are endless – from sending notifications and emails to creating a new
bookmark or updating the lifecycle of a component. With up to five
ingredients per Potion, you have the flexibility to tailor your automation
to suit your specific needs.

Empowering Users with Potions:

Potion Lab offers users the remarkable ability to harness the full
potential of automation, placing control firmly in their hands. With each
3DSwym (IFW) role, users are granted the opportunity to craft three
Potions, presenting ample scope to refine their workflows and amplify
productivity levels. This allocation empowers users to tailor automation
to their specific needs, whether it involves simplifying file management,
expediting project processes, or automating communication tasks.

Furthermore, for individuals with the Social Analytics (NBA) role, the
horizon expands exponentially, as they gain access to a generous quota
of 20 Potions. This heightened accessibility not only broadens the scope
of automation but also enables users to delve into more intricate and
expansive automation scenarios. Whether users aim to streamline team
collaboration, optimize data analysis processes, or enhance project
management efficiency, PL equips them with the tools to
transform their workflow landscape and achieve unprecedented levels
of automation prowess.

Benefits of Potion Lab

Increased Efficiency:

Say goodbye to manual tasks and repetitive processes. Potion Lab
automates routine actions, allowing you to focus your time and energy
on more meaningful tasks

Enhanced Collaboration:

With Potion Lab, teams can collaborate more effectively by
automating notifications, updates, and other communications, ensuring
everyone stays in the loop.

Greater Control:

Potion Lab gives you full control over your automation processes.
Easily customize triggers and ingredients to meet your unique
requirements and preferences.

Ready to experience the transformative power of automation? With
PL, you can unlock new levels of efficiency, collaboration, and
control on the 3DEXPERIENCE platform. Start creating your Potions and
unleash the magic of automation in your workflow.
Revolutionize your workflow on the 3DEXPERIENCE platform? Look no
further than PL, one of the most innovative applications that
can automate large parts of your platform experience. Let's dive into
how PL can transform the way you work and unleash a world
of possibilities.
May 3, 2024 0 comments

How to Create a 3DEXPERIENCE Dashboard: A Comprehensive Guide

3DEXPERIENCE Dashboard

The 3DEXPERIENCE platform empowers users with a powerful tool: dashboards. These customizable interfaces provide a centralized location to access resources and content relevant to your organization's activities. Imagine having all the information you need at your fingertips, organized to streamline your workflow. That's the magic of 3DEXPERIENCE dashboards.

This guide walks you through the process of creating and customizing dashboards, putting you in control of your 3DEXPERIENCE experience.

Getting Started with "My First Dashboard"

Upon logging into 3DEXPERIENCE for the first time, you'll encounter "My First Dashboard." This serves as your launchpad, featuring pre-populated tabs like "Getting Started" and "Learn the Experience." These tabs showcase available widgets and applications in action, giving you a taste of the platform's capabilities.

Creating a New Dashboard

Ready to personalize your experience? Let's dive into creating a new dashboard.

1. Locate the Dashboard Menu:

Navigate to the top left corner of the page, next to the Compass icon. Expand the "Dashboard and Cockpit Search" menu by clicking it.

2. Initiate Dashboard Creation:

Click the plus sign (+) symbol displayed beside the search bar.

3. Choose Your Template (Optional)

The "Create Dashboard" menu appears. Here, you can choose between a blank dashboard or leverage a template to jumpstart the process. Template availability depends on your assigned roles. Provide a name for your dashboard and an optional description to personalize it further. Once satisfied, click "Create" to bring your new dashboard to life. For this example, let's create a blank dashboard named "Examples."

4. Your New Dashboard Appears:

The newly created dashboard will populate the main view and be added to your dashboard list.

Customizing Your Dashboard with Tabs

1. Welcome to the New Tab:

Upon creating a new dashboard, you'll land on a blank "New Tab." Rename this tab to reflect the tasks you intend to accomplish within this section.

2. Explore Roles and Apps:

Click the 3DEXPERIENCE Compass icon to explore the available Roles and Apps within the platform.

3. Identify Task-Specific Apps:

Locate the applications most relevant to your tasks. Widgets, identifiable by the arrow icon in their upper right corner, represent these applications.

4. Drag and Drop for Seamless Integration:

Don't hesitate to add widgets to your tabs! Simply drag and drop any widget you require onto the designated page.

5. Snapping to the Grid:

As you drag and drop widgets, observe how they attempt to snap to specific locations within the viewport, ensuring a clean and organized layout.

6. Widget Resizing and Rearrangement:

Widgets are not limited to their default square size. Feel free to rearrange and resize them to fit your preferences.

This guide equips you with the knowledge to create and personalize dashboards and tabs within 3DEXPERIENCE. With these custom dashboards, you can streamline your workflow, gain instant access to crucial information, and ultimately boost your productivity.

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