Get a 7-day trial
No commitment or credit card required. Professional email required.
Options Task Page
The Options task page controls where PDMPublisher writes exported files, which formats are created, how PDFs are merged, and how the PDM task behaves when it runs.
Use this page as a quick map. Each setting links to its own feature page with the matching screenshot, explanation, and notes.
Recommended First Setup
Review these settings before saving a new task:
Output
Setting
Summary
Details
Export Location
Destination folder or dynamic path pattern for generated files.
Open
Filename
Output filename pattern. Use variables to keep exported files unique.
Open
File Formats
Select one or more export formats such as PDF, DXF, DWG, STEP, eDrawings, 3MF, IFC, and others.
Open
Use @ Tab to Evaluate Paths
Allows the @ configuration tab to resolve variables used in the export path or filename.
Open
Create Reference from Destination File to Source File
Creates a PDM reference from the exported file back to the source file.
Open
Delete Duplicates Outside the Destination Folder
Removes duplicate output files outside the destination folder.
Open
Map Variables Between Source and Destination File
Copies mapped metadata from the source file to the generated output file.
Open
Export Behavior
Setting
Summary
Details
Export affected document
Exports the top-level file that triggered the task.
Open
Export references to file formats individually
Exports referenced documents as separate output files.
Open
Convert multiple configurations
Processes every part and assembly configuration instead of only one configuration.
Open
Ask user to select configuration on startup
Prompts the user for the configuration when the task starts.
Open
Ask user to specify files on task launch
Prompts the user to choose files, references, and formats at launch.
Open
Archive all exported documents (.zip)
Creates a ZIP package containing the exported files.
Open
Export sheet metal parts to 1:1 flat pattern DXF
Exports sheet metal flat patterns as 1:1 DXF files.
Open
Split Bodies
Saves multi-body parts as separate body files.
Open
Use Microsoft Print To PDF to save PDFs
Uses the Windows PDF printer path for PDF creation.
Open
PDF
Setting
Summary
Details
Merge exported PDFs into one master PDF
Combines PDF outputs into one master PDF.
Open
Add table of content to merged PDF
Inserts a generated table of contents into the merged PDF.
Open
Table columns
Controls the columns shown on the generated PDF table of contents.
Open
PDF bookmarks
Defines bookmark text for merged PDFs.
Open
Drawing Sheets
Setting
Summary
Details
Sheets to export
Choose all drawing sheets or only sheets matching a pattern.
Open
Sheet name pattern
Wildcard pattern used when exporting matching sheets only.
Open
PDM and SOLIDWORKS
Setting
Summary
Details
Work with latest version
Forces PDM to get the latest file version before publishing.
Open
Quick view mode (Drawings Only)
Opens drawings in quick view mode where supported.
Open
Use search to locate drawings
Uses PDM search behavior when drawings are not beside the model.
Open
Use this version of SOLIDWORKS
Selects which installed SOLIDWORKS version should run the task.
Open
Hide Task in File Explorer
Hides the task command from the PDM File Explorer right-click menu.
Open
BOM, Activity Logs, and Advanced
Setting
Summary
Details
Template
Selects the BOM template/layout used for quantity-aware output.
Open
Calculation method
Chooses how references are calculated for BOM and quantity evaluation.
Open
Vault Activity Logs
Creates detailed logs in the configured vault folder when publishing starts.
Open
Server-Synced Activity Logs
Sends activity logs to the server for future support review.
Open
Log Folder (Vault Only)
PDM vault folder where logs are stored.
Open
Ignore sub-assemblies children when condition checks fail
Prevents children of failed sub-assemblies from being processed.
Open
Related Pages
