The Project 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 Project options.

CUSTOMTOOLS Products:

--- Select Here --- SOLIDWORKS Add-In CUSTOMTOOLS Viewer CUSTOMTOOLS Administration

Maintain

Add	Create a new project. Projects created to the CUSTOMTOOLS Profile appears to the Projects options in a tree structure ordered by the projects creation time.
Edit	Edits the selected project. While the the selected project is being open for editing, you can change the name and number of the selected project.
Delete	Removes the selected project.
Archived	Sets the selected project as Archived. The archived projects does not show up in the Project selection combobox and neither in the Projects options by default. To show the Archived projects in the Projects options, select the Show archived projects option. NOTE: If you archive a project that have any sub-projects, all sub-projects of the selected parent project are automatically set as archived as well. However, this does not work similar way vice versa. You need to unarchive the parent project and its' child projects one by one instead.
Show archived projects	Select this option to show the archived projects in the CUSTOMTOOLS Projects options. Projects that has the Archived option selected, are hidden in the Projects tree in the Projects options while the Show archived projects option is not selected.
Sort Projects	Setup the way to sort your CUSTOMTOOLS projects using the options available in the Sort Projects dialog box.

The General project cannot be archived or deleted.

Browsing

Projects in you CUSTOMTOOLS Profile Options are shown in a hierarchical tree view. In the tree view, you may expand/collapse the project nodes to see/hide the child projects that are associated to the project selected.

The project tree in the Projects options remembers the node states so that the next time you open the Projects options, the expanded/collapsed states of the project nodes are shown as you last time left them.

 

The Settings group is used to define the default file naming rules used by the project. Each project can have the specific rules for the file naming. If you have not added any projects, the filenaming rules are based on the General project that belongs to all profiles by default.

You can use the Windows environment variables to define the target path for the saved files. The percent signs (%) in the both ends of the folder name means that the folder has been defined as the local environment variable.

For Example: %TEMP% saves the files into the temporary folder of the user which is currently logged into the Windows.

Model filenames:

Property used as filename	Select the Property used to generate the file name. When you determine the Property by which the model documents are being named, please ensure that a value of the selected Property cannot violate the filename rules to avoid unexpected issues on the saving operations.
Property used as part filename	Select this option to generate the specific file names for the part documents based on the Property selected in the Property used as part filename box.
Save folder	Defines the default destination path for parts and assemblies. Leave the Save folder box empty to define the destination path for each model separately while saving. If the specified folder does not already exist, the folder is automatically created on the save operation.

TIP: Click the button associated to the Save folder box to use the Browse For Folder dialog box to select the desired target folder to save the model documents (parts and assemblies) in.

Allow saving in different location and/or different filename	While this option is selected, the SOLIDWORKS Save As dialog box appear on the file save operation to allow you to modify the destination folder and/or file name manually. While this option is not selected, the files assigned to a project are always saved into the project save path defined in the Save folder box. In case you are about to save a new file assigned to a project which does not have the Allow saving in different location and/or different filename option selected and a file with the same name does already exist in the project save folder, you get prompted to choose whether you want to overwrite the existing file or not.
Demand changing of filename when value of Property used as filename is changed	If the value of the Property used to generate the file name has been modified, then the Filename Changed dialog box appears.
Ignore files located in defined Design Library folders	The file naming rules does not apply to the files stored into folders which are assigned to the Design Library.

Drawing filenames:

Name drawings according to

Select how the name of the drawing is generated. When you determine the Property by which the drawings are being named, please ensure that a value of the selected Property cannot violate the filename rules to avoid unexpected issues on the saving operations.

	Property value of drawing	Uses a Property value defined for the drawing to generate the file name. Select this option to select the Property scoped to drawings (Drawing Properties) from the Property box.
	Property value of referenced model	Uses a Property value defined for the model (part and assembly) to generate the file name. Select this option to select the Property scoped to models, parts or assemblies (Model Properties) from the Property box.
	Referenced Model filename	Select this option to generate the drawing filename based on the model referring to the drawing.

Property

Select the desired Property you want to use as the drawing file name. The Property box is available when you have selected the Property value of drawing or Property value of referenced model option from the Name drawings according to box.

Save folder for drawings

Defines the default destination folder for the drawings. Leave the Save folder for drawings box empty to save the drawings into the same folder with their referring models. If the specified folder does not already exist, the folder is automatically created on the save operation.

TIP: Click the button associated to the Save folder for drawings box to use the Browse For Folder dialog box to select the desired target folder to save the drawing documents in.

Notes for the File Naming:

Windows have some rules in relation to the names the files are allowed to have in order to be saveable. The following rules apply to the CUSTOMTOOLS Projects' file naming rules for the Models and the Drawings.

Character	Description
<	Less than
>	Greater than
:	Colon
"	Quotation mark
/	Slash
|	Vertical bar
*	Asterisk

NOTE: The backslash ( \ ) character should not be used in the file names either because it is considered as a folder separator and therefore it may cause unexpected file names.

 

Defines default Property values for the SOLIDWORKS parts which belong to the project.

The parts can have the pre-defined values for Properties. For example, the sequences could be pre-selected for the Properties which are using the GetCode function.

When you pre-select the sequence to be used to generate a code for the parts documents assigned to the selected project, the name of the selected Sequence appears into the Property box associated, inside the [square brackets].

When you select the default Sequence to be used to generate the document code, the sequence selected in the Projects options is selected by default in the New Code dialog box. You can also use the Serial Numbers located in the SOLIDWORKS PDM Vault in the CUSTOMTOOLS Projects.

Serial Numbers that are located in the SOLIDWORKS PDM Vault appears in the Sequence box in format like SerialNumberName (PDMVaultName). For example, if a SOLIDWORKS PDM Vault called Design_Vault contains a Serial Number called SN_PDM and it is also being selected in the SOLIDWORKS PDM Settings options of CUSTOMTOOLS. The PDM vault's Serial Number appears in the CUSTOMTOOLS New Code dialog box as SN_PDM (Design_Vault).

 

Defines default Property values for the SOLIDWORKS assemblies which belong to the project.

The assemblies can have the pre-defined values for Properties. For example, the sequences could be pre-selected for the Properties which are using the GetCode function.

When you pre-select the sequence to be used to generate a code for the assembly documents assigned to the selected project, the name of the selected Sequence appears into the Property box associated, inside the [square brackets].

When you select the default Sequence to be used to generate the document code, the sequence selected in the Projects options is selected by default in the New Code dialog box. You can also use the Serial Numbers located in the SOLIDWORKS PDM Vault in the CUSTOMTOOLS Projects.

Serial Numbers that are located in the SOLIDWORKS PDM Vault appears in the Sequence box in format like SerialNumberName (PDMVaultName). For example, if a SOLIDWORKS PDM Vault called Design_Vault contains a Serial Number called SN_PDM and it is also being selected in the SOLIDWORKS PDM Settings options of CUSTOMTOOLS. The PDM vault's Serial Number appears in the CUSTOMTOOLS New Code dialog box as SN_PDM (Design_Vault).

 

Defines default Property values for the SOLIDWORKS drawing which belong to the project.

The drawings can have the pre-defined values for Properties. For example, the sequences could be pre-selected for the Properties which are using the GetCode function.

When you pre-select the sequence to be used to generate a code for the drawing documents assigned to the selected project, the name of the selected Sequence appears into the Property box associated, inside the [square brackets].

When you select the default Sequence to be used to generate the document code, the sequence selected in the Projects options is selected by default in the New Code dialog box. You can also use the Serial Numbers located in the SOLIDWORKS PDM Vault in the CUSTOMTOOLS Projects.

Serial Numbers that are located in the SOLIDWORKS PDM Vault appears in the Sequence box in format like SerialNumberName (PDMVaultName). For example, if a SOLIDWORKS PDM Vault called Design_Vault contains a Serial Number called SN_PDM and it is also being selected in the SOLIDWORKS PDM Settings options of CUSTOMTOOLS. The PDM vault's Serial Number appears in the CUSTOMTOOLS New Code dialog box as SN_PDM (Design_Vault).