Hide Table of Contents

Data Cards

Data cards contain metadata about the files, folders, items, and templates in the vault database. Because data card information is stored centrally, users can quickly search and locate information about files, folders, items, and templates without needing local copies.
As an administrator, you can customize data cards to:
  • Prompt users for information during various stages of the workflow process or when adding files or items.
  • Provide a search mechanism for users.
  • Programmatically generate file and folder names for users by applying formulas to the input fields they enter.

By adding controls such as text fields, list boxes, check boxes, and tabs, you can use data cards to manage the design process.

Types of data cards:

File Cards Link to one or more file types within the vault, storing data that is specific to a file in the vault database.

When a user selects a .doc or .docx file in Windows Explorer, the Data Card tab displays the file card linked to the .doc or .docx extension.

Folder Cards Link to a file or item folder within the vault, storing data that is specific to a folder (and subfolders) in the vault database.
Item Cards Link to an item in the vault database. See Items.
Search Cards Enable custom searches when displayed in the Enterprise PDM Search tool or when users access Enterprise PDM search within a Windows Explorer dialog box.
Template Cards Retrieve information from users when they create a file or folder using an Enterprise PDM template.

Provide feedback on this topic

SOLIDWORKS welcomes your feedback concerning the presentation, accuracy, and thoroughness of the documentation. Use the form below to send your comments and suggestions about this topic directly to our documentation team. The documentation team cannot answer technical support questions. Click here for information about technical support.

* Required

Subject:   Feedback on Help Topics
Page:   Data Cards
*   I acknowledge I have read and I hereby accept the privacy policy under which my Personal Data will be used by Dassault Systèmes

Print Topic

Select the scope of content to print:


We have detected you are using a browser version older than Internet Explorer 7. For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer.

 Never show this message again

Web Help Content Version: SOLIDWORKS PDM 2012 SP05

To disable Web help from within SOLIDWORKS and use local help instead, click Help > Use SOLIDWORKS Web Help.

To report problems encountered with the Web help interface and search, contact your local support representative. To provide feedback on individual help topics, use the “Feedback on this topic” link on the individual topic page.