SOLIDWORKS Inspection Template Editor Dialog Box

The Template Editor uses Microsoft® Excel®, which means you can use Microsoft Excel functionality to customize report templates with formatting, advanced formulas, macros, lookup tables, conditional formatting, and data validation. This helps you create automated and error-proof reports.

To access this dialog box, click File > Template Editor, and select a template in the Select an inspection sheet template dialog box.

If you created custom fields or custom properties in an inspection project, you can use tokens to map these fields to the report template.

Template

Displays the report template. Click Change to specify a different template. You can have only one active template at a time.

To use your company's report template, first save it as a Microsoft Excel template (.xltx) to open it with the Template Editor.

Orientation

Some tokens, such as characteristic tokens, can populate fields in report templates in a vertical or horizontal orientation. Depending on the type of report you need to create, select the appropriate orientation before inserting tokens in a report.

For example, if you select Horizontal Based Template and insert the Balloon Number token, each column has a balloon number displayed in it (1,2,3,...). If you select Vertical Based Template, balloon numbers display in rows instead of columns.

Tokens

Use tokens to map SOLIDWORKS Inspection fields to report templates.

Document Token

Date Created Date you exported the inspection report.
Name File name of the original inspection drawing.
Path Drawing location.
Title Title of the inspection drawing.
GUID  

Project Property Token

Includes any custom project properties you entered in the inspection project.

Part Name Part Name assigned in Project Properties.
Part Number Part Number assigned in Project Properties.
Part Revision Part Revision assigned in Project Properties.
Drawing Name Drawing name assigned in Project Properties.
Drawing Number Drawing number assigned in Project Properties.
Drawing Revision Drawing revision assigned in Project Properties.
Material Material applied to the model.
Work order number  
Organization name  
Supplier code  
P.O. number  
Additional changes  
Ballooned by Drafter who ballooned the drawing with SOLIDWORKS Inspection.
Inspected by Inspector who inspected the model.
[Part Number]-[Revision] Combined field that includes the Part Number and Part Revision.

Bill of Material Token

Includes AS9102 Form 1 data. The fields in Bill of Material Token are associated with the fields you specified on the Bill Of Material tab in the Properties/Preferences PropertyManager.

Specification Token

Includes AS9102 Form 2 data.

Certificate Number Certificate Number you specified on the Specifications tab in the Properties/Preferences PropertyManager.
Code Code you specified on the Specifications tab in the Properties/Preferences PropertyManager.
Customer Approval Verification Specifies whether customer approval is required.
Name Name you specified on the Specifications tab in the Properties/Preferences PropertyManager.
Specification Number Specification Number you specified on the Specifications tab in the Properties/Preferences PropertyManager.
Supplier Code Supplier Code you specified on the Specifications tab in the Properties/Preferences PropertyManager.
Type Specifies whether the item is a Material or Process.

Characteristic Token

Includes AS9102 Form 3 data, nominal values, and plus/minus tolerances.

Accept  
AQL  
Balloon Locations Lists all locations for balloons associated with a characteristic when you turn a balloon on.
Balloon Number Balloon number listed in the drawing.

This may be different from a characteristic number. Characteristic numbers must be unique identifiers, whereas balloon numbers can be duplicates.
Basic Specifies a basic dimension.
Characteristic Number Unique identifier generated for each dimension by SOLIDWORKS Inspection.
Classification Characteristic designator (such as Critical, Major, Key)
Comments Free text column where you can enter characteristic comments.
Custom Fields 1-10 User-defined customized fields.
File Path File path location of the original drawing.
Filename File name of the original drawing.
Fit Grade  
Fit Type  
For Reference Specifies a reference dimension.
Full Balloon Location The letters and numbers along the border of a drawing sheet format that signify zones on the sheet.

For example, if a balloon location is B3, you can locate the balloon in the quadrant on the sheet where a line intersects row B and column 3.
Full Specification  
Inspection Method Inspection method used to inspect the attribute.
Key Specifies a key characteristic.
Lower Limit Absolute lower limit of the dimension.

Calculated by subtracting the dimension's lower tolerance from the dimension's nominal value.
Minus Tolerance Dimension's lower tolerance value.
Nominal Value (GDT Font)  
Nominal Value (Text Only) Characteristic's nominal value.

This is also the numeric value for geometric dimensioning and tolerancing symbols (GDT), weld and surface finish symbols, and notes.
Nonconformance Number  
Operation Characteristic's inspection process.
Plus Tolerance Dimension's upper tolerance value.
Plus Tolerance/Minus Tolerance  
Quantity Characteristic's quantity.

For example, if there are 3X (3 instances) of the characteristic to inspect.
Reject  
Requirement  
Sample Size  
Sheet + Zone Sheet number and zone where balloons are located.
Sheet/View/Capture Name  
Specification (image) Dimension's nominal value using GDT font to represent GDT and other symbols.
Sub-Type Characteristic's sub-type (such as length, perpendicularity, position, depth, or diameter).
Type Characteristic's type (such as Dimension or Note).
Units Units for the dimension's nominal and tolerance values.
Upper Limit Absolute upper limit of the dimension.

Calculated by adding the dimension's upper tolerance to the dimension's nominal value.
Zone Characteristic's grid location.

Measurements Token

Nominal Value (GDT Font)  

Close Template When Finished. Closes the template when you click Finished.