3DEXPERIENCE Transition Task in SOLIDWORKS Task Scheduler

The 3DEXPERIENCE Transition task lets you update SOLIDWORKS files for compatibility with the 3DEXPERIENCE platform. The 3DEXPERIENCE Transition task works the same as the 3DEXPERIENCE Compatibility task, but it can use a .csv file to select content from your computer and run macros.

The 3DEXPERIENCE Transition Task replaces the 3DEXPERIENCE Compatibility Task.

Benefits: You can save time using .csv files to add content to the task.

With the 3DEXPERIENCE Transition task, you can:
  • Upgrade files without enabling 3DEXPERIENCE compatibility by saving them in a current version.
  • Upgrade custom properties.
  • Add rebuild marks.
  • Add display data marks.

Creating a 3DEXPERIENCE Transition Task

To create a 3DEXPERIENCE Transition task:

  1. In SOLIDWORKS Task Scheduler, click 3DEXPERIENCE Transition.
  2. Under Task title, create a name for your task.
  3. Under Task files or folders, select the content you want to update by doing one of the following:
    • Browse for a file or folder to add to Task Files or Folders.
    • Import a .csv file that specifies the content to add to Task Files or Folders.
      The format of the .csv file is path,filename. For example to add clamp.sldprt and bracket.sldrpt, write:
      • "C:\Users\Public\Documents\SOLIDWORKS\SOLIDWORKS 2025\samples\tutorial\assemblymates","clamp.sldprt"
      • "C:\Users\Public\Documents\SOLIDWORKS\SOLIDWORKS 2025\samples\tutorial\assemblymates","bracket.sldprt"
  4. Run the task immediately or schedule the task (see Scheduling the Task).
  5. Click Next.
  6. In the Options dialog box, specify options:
    Option Description
    Configuration option Saves only the active configuration or activates all configurations before saving.
    Activating all configurations before saving can add significant time to the task.
    3DEXPERIENCE Compatibility Updates SOLIDWORKS content for compatibility with the 3DEXPERIENCE platform. See 3DEXPERIENCE Compatibility and 3DEXPERIENCE Integration Options.
    File Upgrade Settings
    • Upgrades custom properties.
    • Adds rebuild mark to all configurations.
    • Adds display data mark to all configurations.
      Add display data mark to all configurations is unavailable if you selected 3DEXPERIENCE Compatibility.
    Backup Files Specifies the location to back up the updated files.
  7. To run a macro, see Running a Macro with the 3DEXPERIENCE Transition Task.
  8. Click Finish.

Scheduling the Task

To schedule the task:

  1. Under Task Schedule, set:
    Option Description
    Running mode

    How often the task runs.

    Select Once, Daily, Weekly, or Monthly.
    Start time What time the task starts.
    Start date What date the task starts.
  2. Click Options to specify backup locations.
  3. Click Advanced to change the working folder, time-out values, and other options.
  4. Click Finish.

    The task and its title, scheduled time, scheduled date, and status appear in the Tasks panel. The status of the task is Scheduled.

Running a Macro with the 3DEXPERIENCE Transition Task

To run a macro with the 3DEXPERIENCE Transition task:

  1. In the 3DEXPERIENCE Transition task, select the files you want to run the macro on. See Creating a 3DEXPERIENCE Transition Task.
    1. Click Next.
  2. In the Options dialog box, under Custom Actions, select Run macro:.
  3. Browse for a SOLIDWORKS macro (.swp).
  4. Click Finish.

    The macro appears in the Task Scheduler with the title you set for the task.

Sample SOLIDWORKS Macro

To test this functionality, you can paste the following text into a SOLIDWORKS macro (.swp).

This sample macro adds a property named "Hello" with a value of "Hello World" to any part, assembly, or drawing in the list of task files.
  • For parts and assemblies, it adds a configuration-specific property to the active configurations.
  • For drawings, it adds a custom property, because drawings do not contain configurations.
Dim swApp As SldWorks.SldWorks
Dim swModel As SldWorks.ModelDoc2
Dim config As SldWorks.Configuration
Dim cusPropMgr As SldWorks.CustomPropertyManager
Dim lRetVal As Long
Dim boolstatus As Boolean
Dim longstatus As Long, longwarnings As Long

Sub main()

  Set swApp = Application.SldWorks
  Set swModel = swApp.ActiveDoc

  If swModel Is Nothing Then
      ' If no model is currently loaded, then exit
          Exit Sub
  End If
  If (swModel.GetType <> swDocDRAWING) Then

      ' Add a Configuration Property named "Hello" to the active configuration for a Part or Assembly
 
      Set config = swModel.GetActiveConfiguration
      Set cusPropMgr = config.CustomPropertyManager

      lRetVal = cusPropMgr.Add3("Hello",
swCustomInfoType_e.swCustomInfoText, "Hello World",
swCustomPropertyAddOption_e.swCustomPropertyDeleteAndAdd)

   Else

      ' Add a Property named "Hello" for a Drawing

      Set cusPropMgr = swModel.Extension.CustomPropertyManager("")
      lRetVal = cusPropMgr.Add3("Hello",
swCustomInfoType_e.swCustomInfoText, "Hello World",
swCustomPropertyAddOption_e.swCustomPropertyDeleteAndAdd)

  End If

End Sub