Batch Operation Templates

In the Batch Operation Templates options you can setup templates for the CUSTOMTOOLS Batch Operations that are executed through the Print/Convert feature. By the templates you can start up the frequently used batch operation faster as the Batch Operation Template have all necessary Print Profiles, File Conversion Rules, Tasks etc preselected.

The Batch Operation Templates 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 Batch Operation Templates options.

CUSTOMTOOLS Products:

From the Templates box, you find the Batch Operation Templates that already exist in your Profile. Manage your Batch Operation Templates with the commands associated to the Templates box.

New Creates a new Batch Operation Template. Click the New button to start creating new template for batch operations.
Edit Opens the selected Batch Operation Template for editing. Settings of the selected template are loaded to the dialog box controls for editing them, on click of the Edit button.
Delete Click the Delete button to remove selected Batch Operation Template(s) from your CUSTOMTOOLS Profile.
Show Summary Display the settings summary of the selected Batch Operation Template. Using the Show Summary feature you can quickly check through the selections made to the selected Template.

While editing a Batch Operation Template, the following buttons have a different label and function.

New Save Creates a new Batch Operation Template. Click the New button to start creating new template for batch operations.
Edit Discard Opens the selected Batch Operation Template for editing. Settings of the selected template are loaded to the dialog box controls for editing them, on click of the Edit button.
Delete Disabled The Delete button is disabled while you have a Batch Operation Template opened for editing.

The Process drawings options determines how the several instances of a same document in the structure is processed by the batch operation.

Process all instances Process all instances of all drawings included and selected in the document structure by the selected batch operation profile. See image
Process first instance by level Processes only the first instance of the drawing that was found from the highest level of BOM.
Process first instance recursive Processes only the first instance of the drawing recursively. The first instance is the one found from the document structure, searched from top to bottom. See image .
Template name Name of the Batch Operation Template. Give an unique name for each of your batch operation templates. When an existing Template is opened for editing, current name of the selected Batch Operation Template appears to the Template name box.
Print Profile Select the CUSTOMTOOLS Batch Printing profiles to use by the selected template. Available Batch Printing profiles depends on the profiles defined in the Print Properties options.
Batch Conversion Select the CUSTOMTOOLS File Conversion Rules to use by the selected template. Available File Conversion Rules profiles depends on the profiles defined in the File Conversion options.
Tasks The batch operation Tasks supported by CUSTOMTOOLS. With the batch operation Tasks, you may execute features like the Cutting Profile and Bend Sheet against your SOLIDWORKS Drawings referenced by the Sheet Metal parts.

NOTE: The Rebuild task is exclusive meaning it is the only rule processed by the Batch Operation when selected.
Layer Definition Sets the layer definitions used while printing the drawings. You can setup the layer definitions in CUSTOMTOOLS Layer Definitions options. Layers' visibility in the batch operation output documents is determined based on the layers' visibility set in the Layer Definitions options.

Layer definitions that have the Selected by default option selected in the Layer Definitions options are selected automatically but those selections could be cleared if necessary.

Empty language layers are ignored on the batch operation.
Overwrite Property Values Setup new values for the Properties to be written to drawings on batch operation. Properties that have the Enable changing of value in printing option selected in the property's Additional Options are shown in the pane and their values could be changed on batch operation.

NOTES:
  • The Enable changing of value in printing option in the Property's Additional Options overrides the Hidden option so you can also overwrite values of the hidden properties in the CUSTOMTOOLS Batch Operation.
  • To overwrite value of a combination property, you need to inactivate the combination link by clicking the Property linking button associated to the property you want to overwrite in the Overwrite Property Values view of the Batch Operation dialog box.
  • Overwriting of the values stored in the documents' revision data is not supported in CUSTOMTOOLS batch operations.
  • Changes on the values of the Properties that are included in the target path or filename of the selected File Conversion rule, are also applied to the output files' paths and/or filenames.
Additional Options The Additional Options tab contains advanced features you may apply to the supported types of files selected in your batch operation.
  • Add quantity. Writes the component quantity in its' parent assembly into the desired Drawing scope Property on the printing time. The Property where the quantity is written in, is defined in the CUSTOMTOOLS Batch Jobs options. You can insert the Property containing the quantity value into your drawings by customizing the drawing sheet formats. For the further instructions about inserting the quantity value to the drawings, please see a video available in the CUSTOMTOOLS YouTube channel.
  • Select translation language. Specifies the language of the drawing layer to be used to translate the drawing template. Multilingual model properties in the drawing are also translated into the selected language if the selected translation exist in the dictionary.
  • Sheet Format action. Determines the reload or change action to apply to the selected drawings' sheet format. Sheet format actions are defined in the Sheet Format Action options of your active CUSTOMTOOLS Profile.
  • Save changes to drawings. Save the changed sheet formats to the source drawing files on the CUSTOMTOOLS batch operation.

    NOTES:
    Changes made to the source document properties on the CUSTOMTOOLS batch operation are not stored to the source files. Therefore the changes in Property values are no longer present in the source files after the CUSTOMTOOLS batch operation is finished.
    Selecting the Save changes to files option without selecting any files from the documents list, makes all the SOLIDWORKS Drawing files (*.slddrw) in the list as files to be processed so then the Sheet Format Action selected is applied to all the files.
    The Save changes to drawings option is available only if the Add quantities option, or any Sheet format action is selected too.

All tabs for setting up the batch operation template are visible by default in the Batch Operation Templates options. You can select the visible tabs and change their order using the (Toolbar Options) button located in the bottom right corner of the Navigation Pane.

You have three basic commands for making changes to the tabs shown in the Batch Operation Templates options.

Show More Buttons Adds a tab to the navigation pane. If you already have all available tabs visible in the navigation pane, the Show More Buttons button turns disabled.
Show Fewer Buttons Removes a tab from the navigation pane. If you already have all available tabs hidden in the navigation pane, the Show Fewer Buttons button turns disabled.
Navigation Pane Options Opens the Navigation Pane Options dialog box. Use the Navigation Pane Options to select the visible tabs in the pane and, set them into your desired order.



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Related Topics

View summary of the selected Batch Operation Template by the Show Summary feature
Maintain your batch printing and priter device settings in the Print Properties
Setup your batch file conversion rules in the File Conversion options
Use the Print & Convert Profile Wizard to create a new batch printing profile or file conversion rule
Manage the layer visibility rules in the Layer Definition options
Manage the sheet format action profiles in the Sheet Format Actions options
Use the Cutting Profile Options to setup options controlling the Create Cutting Profile Sheet task
Use the Bend Sheet Options to setup options controlling the Create Bend Sheet task
Configure your CUSTOMTOOLS database profile in the CUSTOMTOOLS Profile options

Setup the addtional options for your Property to make it overwritable on batch operation

Batch print and/or convert your SOLIDWORKS documents using the Print/Convert feature
Setup a document selection filter to batch process only certain documents