Once your new variable is set up, it must be on the appropriate file card. I usually click on the small downward arrow and choose the pre-existing Microsoft Office extension list to ensure premium compatibility. and finally the list of file extensions that this attribute will be compatible with.the attribute name (AVar Custom Property) will be the name of the custom property that you create/have in the Excel or Word document that you are linking it to,.the attribute block name (CustomProperty) must be set to “CustomProperty” because that is what is used in Excel and Word,.an attribute so it can be recognized by other programs (click “New Attribute”),.Once you’ve chosen to create a new variable, you will have to Right click on “Variables” and choose “New Variable…”. The first step is to know or create the variable that is going to be used on the card. To get a good understanding on how this process works, I will be linking a variable to an Excel document from scratch.
The process is almost identical when linking an EPDM variable to a Word document. Here is a simple layout of how the linking process works with an Excel document. Considering the lack of information on how to thoroughly do so with Microsoft Office documents such as Microsoft Word or Microsoft Excel, I have decided post this step-by-step process of automatically linking your properties inside of Microsoft Word and Microsoft Excel to the data cards that control them.
One of the most common practices, yet least documented, capabilities of SolidWorks PDM Enterprise is the ability to link a wide variety of documents to variable values defined in your company’s customized data cards.