Table of Contents

Conditions Tab

📥 Download PDMPublisher (free version) 🛒 Purchase a License

This section provides an overview of the Conditions tab and explains the available options for filtering which files are included in the publishing process.


Conditions Output Dialog

From this dialog box, you can manually select which files to export. The dialog also displays useful information such as the number of assemblies, unique parts, and configurations identified during processing.

Poor Man's Conditions

Note

To disable this option, uncheck the Show Conditions Output Dialog checkbox located at the bottom of the Conditions tab.


Creating and Using Conditions

Conditions act as filters to ensure only the desired files are processed. They work by evaluating the properties of each file and can be used to include or exclude files from the publishing process.

Conditions Tab

Note

The add-in will only process files that evaluate any of the set conditions as 'true'.


Nested Groups Support (AND/OR)

PDMPublisher for SOLIDWORKS supports nested condition groups, allowing you to create more advanced logical filters using AND/OR trees.

Individual conditions or entire condition groups can be enabled or disabled using their corresponding checkboxes on the left.

Tip

You can add a new group by clicking the + (AND/OR) button next to any condition group.


Condition Options

Option Description
Variable Variable (file property) name to run the condition on. This is not case sensitive.
Condition Type Type of comparison or rule to apply.
Value Value to compare against. This is not case sensitive.
Configuration Configuration to read the variable from (use @ for general use).

Special Variables

These built-in entries appear at the top of the variable list:

  • FileName: File name (e.g. 123456.SLDDRW)
  • Revision: Current revision cached
  • Version: Current version cached
  • Workflow: Workflow name of the file
  • State: Current state name of the file

Condition Types

Operation Description
TextEqualTo Checks if the text is exactly equal to the value. Supports * wildcard.
TextNotEqualTo Checks if the text is not equal to the value.
TextLengthLessThan True if text length is less than the value.
TextLengthBiggerThan True if text length is greater than the value.
TextContains True if the text contains the value.
TextDoesNotContain True if the text does not contain the value.
NumberEqualTo True if number equals the value.
NumberNotEqualTo True if number is not equal to the value.
NumberLessThan True if number is less than the value.
NumberBiggerThan True if number is greater than the value.
DateEqualTo True if date equals the value.
DateNotEqualTo True if date is not equal to the value.
DateLessThan True if date is earlier than the value.
DateBiggerThan True if date is later than the value.
YesOrNoEqualTo True if value equals Yes or No.

Order of Evaluation

PDMPublisher for SOLIDWORKS follows a specific order when evaluating variables and configurations:

  1. Configuration-Specific Property Lookup
    When evaluating a variable, PDMPublisher for SOLIDWORKS first tries to retrieve its value from the referenced configuration of the file.

  2. Fallback to Custom Tab
    If the property is not found in the referenced configuration, PDMPublisher for SOLIDWORKS will fallback to the Custom tab to retrieve the value.

  3. Assembly References with Empty Configuration Field
    When processing an assembly, if a condition has an empty configuration field, PDMPublisher for SOLIDWORKS will evaluate the condition against the referenced configuration(s) of the document (e.g. parts or subassemblies).

Note

This behavior ensures maximum compatibility with different file property setups, especially in multi-configuration parts and complex assemblies.


Import and Export

Import and Export functions are used to back up or deploy settings across multiple installations of PDMpublisher for SOLIDWORKS.

  • The Export function creates a settings file that can be saved, shared, and imported into other installations of PDMpublisher for SOLIDWORKS.

  • The Import function applies the settings contained within a settings file that was previously created using the Export process.