Assign PLM Attributes to Custom Properties

In the Design with SOLIDWORKS app, you can assign product lifecycle management (PLM) attributes to custom properties.

The PLM attributes appear in the Save to 3DEXPERIENCE dialog box when you save a SOLIDWORKS document to the platform. The attributes include:
  • Bookmark
  • Revision
  • Maturity State
  • Collaborative Space
  • Reservation Owner

Use the Configuration Properties tab of a part or an assembly or the Custom tab of a drawing to assign PLM attributes. These attributes are automatically assigned as text properties.

The Properties dialog box populates Type as Text and Value/Text Expression as $PLMPRP:"PROP ID". For example, Enterprise Item Number is $PLMPRP:"V_PartNumber".

Although you can create a new name for an existing PLM attribute for a configuration on the Configuration Properties tab, you cannot create or edit properties for the parent part or assembly.

You can also link a property to a PLM attribute by selecting Prop ID in Value/Text Expression.

If you have not saved the document to the 3DEXPERIENCE platform, the attribute does not evaluate in the Properties dialog box.

You cannot add PLM attributes to configurations created with SOLIDWORKS 2018 or earlier unless you upgrade the custom properties to a new format in SOLIDWORKS 2022 or later.

Upgrading Custom Properties

Upgrading custom properties for documents created with SOLIDWORKS 2018 or earlier gives you the flexibility to update PLM attributes for SOLIDWORKS parts, assemblies, and drawings in MySession.

To upgrade custom properties:

In the FeatureManager design tree, right-click the part or assembly name and click Upgrade custom properties.

When you upgrade the custom properties, you cannot revert them to the previous state.