SOLIDWORKS PDM Automation Tools
A complete library of macros, utilities, and custom add-ins for SOLIDWORKS PDM. Automate vault operations, enforce data standards, and eliminate repetitive administration tasks.
Showing 9 tools
Bulk State Transition Macro
Transition hundreds of files through PDM workflow states in a single operation. Supports conditional logic, variable checks, and detailed error logging. Ideal for release and approval workflows.
- Batch transition with filters
- Pre-transition variable validation
- Error log with file-level detail
- Supports all PDM workflow states
Variable Sync & Propagation
Automatically sync custom variable values across files in a folder or BOM hierarchy. Propagate revision, project number, or any custom variable from parent to children.
- Folder and BOM-level propagation
- Custom variable mapping
- Supports all PDM data card variables
- Dry-run preview mode
Bulk Check-In / Check-Out
Check in or check out entire folder trees with a single command. Includes conflict detection, lock management, and a summary report of all affected files.
- Recursive folder traversal
- Conflict and lock detection
- Selective file type filtering
- Summary report on completion
Vault Audit Report Generator
Generate comprehensive audit reports of your PDM vault — file states, revision history, user activity, and variable completeness. Exports to Excel or HTML.
- File state and revision summary
- User activity log export
- Variable completeness check
- Excel and HTML output
User Permission Snapshot
Export a full snapshot of all user and group permissions in your PDM vault. Useful for audits, onboarding, and permission reviews. Outputs a structured Excel report.
- All users and groups covered
- Folder-level permission detail
- Structured Excel export
- Point-in-time snapshot
Data Card Validator
Scan your vault for files with missing, incomplete, or invalid data card variables. Generates a report and optionally blocks state transitions until data is complete.
- Configurable required field rules
- Bulk scan across folders
- Transition gate integration
- Detailed missing-data report
Batch File Rename Utility
Rename files in the PDM vault according to configurable naming rules — based on variable values, date stamps, or custom patterns — while preserving all references and history.
- Variable-driven naming rules
- Reference-safe renaming
- Preview before apply
- Full rename history log
Automated Release Workflow
End-to-end automated release macro: validates data completeness, transitions files to Released state, stamps revision variables, and notifies stakeholders via email.
- Pre-release data validation
- Automatic revision stamping
- Email notification on release
- Rollback on validation failure
Vault Health Monitor
Scheduled health checks for your PDM vault: orphaned files, broken references, oversized files, and replication status. Sends a daily digest report.
- Orphaned and broken reference scan
- File size anomaly detection
- Replication status check
- Scheduled daily digest email
Need a Custom PDM Macro?
Every engineering environment is different. Get in touch to discuss a tailored PDM automation solution for your team.