Use the Category dialog box to define categories.
To display this dialog box:
- To edit an existing category, expand Categories, then right-click a category and select Properties. You can also double-click a category.
- To create a category, right-click Categories and select New category.
| Name
|
The category name. |
| Description |
An optional description. |
| Conditions |
Create conditions to define what files or items are added to the category. |
Conditions
| Op
|
The list of conditions and OR containers.
|
| Type |
Select the condition type:
-
Filepath - For files, matches by filename, extension, or path as specified by Argument.
For items, matches by item ID, extension (.<item>), or path (include the item root folder <items>). For example, both <items>\% and %.<item> match all items.
- Revision - Matches files and items by revision number as specified by Argument.
- Variable - Matches files and items by data card variable value (see Data Card Variable). Provide values for Variable Name, Configuration, and Argument.
- Object type - Matches files by object type (BOM, File, or Item) as specified by Argument.
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| Variable Name |
(Only available when Type is Variable.) Select a file data card variable.
|
| Configuration |
(Only available when Type is Variable.) To look for the variable value in a certain file data card configuration tab (configuration/model/layout), type the configuration name. Leave blank to search all configurations.
|
| Argument |
Type or select the value used to determine what files match the condition. The value depends on your Type selection:
- Category - Select a category.
-
Filepath - Type a filename or path. Use the % (percent) and _ (underscore) wildcard characters as needed. For items, include the <items> root folder.
All paths are relative to the vault root. Therefore, do not specify drive letters.
- Object type - Select BOM to match SOLIDWORKS BOM (bill of materials) files, File to match all other file types, and Item to match items.
- Revision - Type a revision number to match against. Use the % (percent) and _ (underscore) wildcard characters as needed. For example, Rev A.% matches "Rev A.1", "Rev A.2", and so on.
- Variable - Type the variable value to match against. Use condition operators as needed (see the % (percent) and _ (underscore) wildcard characters as needed For example, <5 means the specified variable's value must be less than 5.
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| Argument Type |
Displays the argument data type. This field is read-only.
For example, if Type is Filepath, then Argument Type is Text. If Type is Variable and Variable Name is BOM Quantity, then Argument Type is Decimal.
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 Or |
Click to create an OR container. By default, all conditions must be true (AND). Use OR containers to group conditions where only one condition must be true.
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 New |
Click to create a new condition. You can then drag the condition into an OR container as needed.
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 Delete |
Click to delete the selected condition or OR container.
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