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SOLIDWORKS Tips: How to Create Part Templates in SOLIDWORKS

Wednesday August 2, 2023 at 8:00am

As a versatile and hugely customisable piece of CAD software, SOLIDWORKS templates can contain huge amounts of metadata through custom properties.

These can be harnessed by creating templates for SOLIDWORKS parts, assemblies, and drawings.

Unlike some other CAD software, SOLIDWORKS doesn’t limit the number of templates you can create – you can create as many part, assembly, and drawing templates as you need.

Creating templates is straightforward, but the key to a good template is how much time it saves.

So, let’s look at how to create part templates in SOLIDWORKS to build in intelligence and save some time!

A new template starts with an open file. Create a new Part file and head to the File Properties.

This is where we can build in metadata for future parts.

We want to build a template that will contain the part description and automatically populates the following properties:

  • PartNo (the part filename)
  • Material
  • Weight

Alongside custom properties, features, sketches, and reference geometry can be saved into a part template. So if you’re just making a generic template, then make sure you have an empty Feature Tree before continuing.

If you make variations on a stock block or need common features between parts, then you can model them up and save them into the template too.

HOW TO ADD CUSTOM PROPERTIES IN SOLIDWORKS

In the Custom menu, click on the cell under Property Name and drop-down the list of properties. You can choose any property from the list.

Choose Description from the list. Leave the value blank so this can be input by the designer for each part, or by the SOLIDWORKS PDM data card.

Let’s add the material property next. In the next row down, select Material from the Property Name drop down.

Some properties have data associated with them for their descriptions, and Material is one of these. These can be viewed from the drop down in the Value/Text Expression field.

Link the value with the part material through the drop down. This means that the material of the part will be updated here even if the part’s material is modified.

Similarly, add a new cell Weight and link it to the part’s mass by selecting Mass from the list in Value/Text Expression. When the part is modified, this will show the updated value in the right-hand column.

To add the PartNo, select it from the drop down and in the Value/Text Expression field, type in $PRP:"SW-File Name"

This will populate the value with the file name of the open part.

WHY SHOULD I USE CUSTOM PROPERTIES?

Custom properties are one of the most useful features in SOLIDWORKS as other SOLIDWORKS files can read these off automatically.

For example, the title block on a drawing can have empty text fields that are looking for the Material property. So when you insert a drawing view, the title block automatically fills itself in.

Bills of Materials can also read off these properties from the individual parts that you have used in an assembly. By building custom properties into a template, you save yourself and other designers a tonne of time.

HOW TO SAVE DOCUMENT PROPERTIES TO A SOLIDWORKS TEMPLATE

Document Properties can also be set in a template.

Any settings found under the Options cog > Document Properties can be saved to the template, so the units can be set to mm as required.

We can also change the SOLIDWORKS background and set the default view position within these settings if desired.

HOW TO SAVE A SOLIDWORKS PART TEMPLATE

When you’re ready, use Save As to save the empty part as a Part Template (a .prtdot file).

Before you browse to your template location, change the file type to Part Template before you start browsing to where you want to keep your templates. This will take you to the location saved in your File Locations.

TOP TIP: Create a new folder outside of your default template location for your Custom Templates so you don't save any to where the standard templates are. This will prevent losing any customised templates when upgrading, un-installing, or reinstalling the software!

Save the part template within the new folder. If you are using SOLIDWORKS PDM, make sure that this folder is created within the shared vault.

HOW TO CHANGE DEFAULT SOLIDWORKS TEMPLATE LOCATIONS

We need to tell SOLIDWORKS where to find our templates.

Under the Options cog > System Options > File Locations, ensure Document Templates is selected from the drop-down list at the top of the window.

Click on the Add button on the right, and browse to the folder where you saved your template and hit OK down at the bottom.

There’s no need to add this folder to any search paths so click No when prompted.

Now the next time you create a new part, click on the Advanced button at the bottom left to access your custom templates.

Every part you create using the custom template will have the custom properties already assigned, the unit settings you require, and anything else you’ve built in.

Looking for More Tips?

Sign up to our CPD-accredited training courses.

It doesn’t matter whether you’re a complete beginner or are intimately familiar with CAD, our friendly and expert trainers are ready to help you get the most out of SOLIDWORKS, either online or in a classroom local to you.

We also have a load of free SOLIDWORKS tutorials across our site, or you can check out our YouTube channel for more tips and tricks.

Don’t forget, with a SOLIDWORKS subscription, you can contact our expert Technical Support team to help you out with new commands and modelling tips.

Call us on 01926 333 777 or drop an email to support@solidsolutions.ie and one of our certified SOLIDWORKS Engineers will be in contact.

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