Export profiles are used to specify instructions for exporting the document structures into external information systems like ERPs. CUSTOMTOOLS provides the Export command for exporting your SOLIDWORKS document structures.
The Export Profile options are located in the CUSTOMTOOLS Profile Options.
Select the desired CUSTOMTOOLS product from the CUSTOMTOOLS Products box to display the further and the product specific instructions to find the Export Profile options.
| CUSTOMTOOLS Products: |
| New | Create a new export profile. |
| Edit | Edit an existing profile. |
| Delete | Remove the selected profile. |
The profile fields determines the values that are retrieved from the SOLIDWORKS documents on the CUSTOMTOOLS Export operation. You can retrieve the values from the SOLIDWORKS document properties, CUSTOMTOOLS Properties or, the custom Value. The custom value is same on all document rows in the structure.
| New | Creates a new export profile field. |
| Edit | Edit selected field. |
| Delete | Removes the selected field. |
CUSTOMTOOLS example profile based on the Machinery design template contains the following structure export profiles that you can use with the CUSTOMTOOLS Export feature:
| Profile name | Profile type | Description | Output path and filename |
|---|---|---|---|
| CUSTOMTOOLS Raw structure | <General> | Export profile to create an XML file from the structure of the selected SOLIDWORKS model. | <Source Document Path>\<Source Document Filename>_<Current Date>.xml |
| Excel report | Excel Report | Export profile to create Excel table from the SOLIDWORKS model structure. | <Source Document Path>\<Source Document Filename>.xlsx |
The default Excel report export profile works in association with a script add-in called ExcelExport.
|
NOTE: The script add-in controlling the Excel report export profile also determine a part of the export profile name. By default, the script add-in expect that the Excel reporting export profile's name starts with a word "Excel". If the export profile name starts with anything else, the script add-in does not work properly and for that reason, the XSLT Compile Error message appear. |
You can customize the script add-in with help of the CUSTOMTOOLS Administration Tool to look for any other word or string from the export profile's name.
The following property fields are included in the CUSTOMTOOLS default Export Profiles:
CUSTOMTOOLS Raw structure
| Label | Field Type | Field Data |
|---|---|---|
| SW Item Number | SOLIDWORKS property | Item Number |
| SW Part Number | SOLIDWORKS property | Part Number |
| SW Configuration | SOLIDWORKS property | Configuration |
| Revision | CUSTOMTOOLS attribute | revision |
| Description 1 | CUSTOMTOOLS attribute | Description1 |
| Approved date | CUSTOMTOOLS attribute | ApprovedDate |
| Approved by | CUSTOMTOOLS attribute | ApprovedBy |
| Company | Value | |
| Quantity | SOLIDWORKS property | Quantity |
Excel report
| Label | Field Type | Field Data |
|---|---|---|
| Drawing No | CUSTOMTOOLS attribute | drw_no |
| Item No | SOLIDWORKS property | Item Number |
| Qty | SOLIDWORKS property | Quantity |
| Description | CUSTOMTOOLS attribute | description |
| Material | CUSTOMTOOLS attribute | material |
| Designer | CUSTOMTOOLS attribute | DrawnBy |
| Design Date | CUSTOMTOOLS attribute | DrawnDate |
| Finish | CUSTOMTOOLS attribute | Finish |
| Preview | Value |
The Preview field in the CUSTOMTOOLS default Excel report export profile is used for a preview image of the component associated. Do not change the pre-defined value in the Preview field.