Finalize The Properties

With a CUSTOMTOOLS Profile that does not have any Properties already defined on the Model or Drawing scope, you can open the Easy Implementation Property Wizard from the CUSTOMTOOLS Model Properties and Drawing Properties options by clicking the Launch Wizard button.

NOTE: If your CUSTOMTOOLS Profile alredy has one or more Properties defined in the Model or Drawing Properties, the Easy Implementation Property Wizard cannot be used to add more Properties to the profile. In that case, you can add new Properties using the traditional CUSTOMTOOLS Property Wizard instead.

The Finalize page of the Easy Properties Wizard shows a preview of the Properties that were found from the data source defined. This actually your place to make the final adjustments into the Properties before they are being created into your CUSTOMTOOLS Profile.

To edit the desired Property on the pane preview, select the Property you want. Information of the selected Property appears on the right, next to the pane preview.

Property Groups (Model Property Wizard)

Notice that the initial groups are simply created for convenience, and moving a property from group to another does not affect its scope automatically.

Filenaming	The wizard will automatically create Filenaming group on top and place the filename property there, if one has been defined in the Wizard.
Model Properties	Initial group having properties which Scope was detected to be Model; meaning these properties are shown for both parts and assemblies.
Assembly Properties	Initial group having properties which Scope was detected to be Assembly. These properties are only shown when visiting Properties of an assembly.
Part Properties	Initial group having properties which Scope was detected to be Part. These properties are only shown when visiting Properties of a part.

Property options

Attribute Name	The Attribute with which the Property is being linked in the SOLIDWORKS documents' meta data. The analysis has found this exact Custom Property which is why it is readonly.
Label	The Label what is being shown in the Properties pane for the user to identify the selected Property. The wizard has applied some tricks trying to build a friendly Label from the Attribute.
Type	Determines the type of the user interface control. Editbox The default control; single line text field. Combo A constrainted droplist to select value from for the property. The content is automatically created but can be easily edited. Editable Combo A droplist to select value from for the property, but also allows free typing. The content is automatically created but can be easily edited. This type might be detected if analysis finds several values being used repeatedly. Checkbox A property that has only two possibilities as a value; both Checked and Unchecked values can be freely defined. This type might be detected if analysis finds only 2 separate values being used repeatedly. Date Calendar property that allows choosing a date to write as property value. The analysis might detect some date format being used but not all. Info Multiline text field. Mass Editbox with special [Get Mass] functionality to dynamically calculate mass of the model and store it as a property value. Analysis is likely able to recognized this property type. Sequence Editbox with special [Get Code] functionality. Using this type will also create a sequence and attach it to this Property. Sequences are used to get unique values from a common pool to store as property value. Very useful e.g., for file naming and unique item codes. Material Drop down list of SOLIDWORKS Materials, noted here as [Materials]. If this property is in Part scope, it will both show the current material of the part and also allows changing it from Properties. Changing the material will immedately also calculate Mass property value based on the current selection. Using this property type in Model or Assemly scope allows choosing SOLIDWORKS Material as property value but doesn't affect the actual material of the part, and therefore also not the mass of the model. If SOLIDWORKS Material should be selectable also for assemblies, it is recommended to create a separate property with same attribute to Assembly scope, so the part scope Material property will have all the supported functionalities. Analysis is likely able to recognized this property type, and always defaults it to Part scope. Dimension A property that can be linked to dimension annotation. Properties will show the actual value of the dimension but stores the link value so the property will always have up-to-date value after rebuild. Analysis is mostly able to recognized this property type.
Configuration	Determines the initial target Configuration to which the Property value should be stored. If the property value exists in Document Properties and initial configuration is set to Active Configuration, CUSTOMTOOLS still reads and writes the value using Document Properties. Same applies vice versa. However, multiple configurations are targeted (e.g., Document Properties and All Configurations) then all those configurations will be updated.
Use as filter in Search	Add this Property to CUSTOMTOOLS Search. The wizard defaults to 10 most used Properties having this enabled.
Use as filter in Print/Convert	Add this Property to Print/Convert so you can create advanced rules for converting documents based on values of this Property. You'd likely want to have this enabled for Properties that e.g. define different manufacturing methods and machines, whether it's a buy-part, etc. The wizard defaults to 10 most used Properties having this enabled. Try to keep only relevant properties enabled for better performance in Print/Convert.
Scope	Model Select the Model scope to make the Property visible on all SOLIDWORKS Models (*.sldprt, *.sldasm). Part Select the Part scope to make the Property visible only for the SOLIDWORKS Parts (*.sldprt). Assembly Select the Assembly scope to make the Property visible only for the SOLIDWORKS Assemblies (*.sldasm).

After the Properties on the selected scope are once created using the Easy Properties Wizard, you can add or edit the Properties on that scope with help of the traditional Property Wizard.