How to Replace Duplicate Variables Using Dispatch Add-in in SOLIDWORKS PDM
Introduction
The Dispatch add-in in SOLIDWORKS PDM is a powerful tool used to automate routine file and workflow tasks within the PDM vault. It enables users to create rule-based actions that execute automatically based on events or conditions.
With its no-code interface, administrators can easily configure and manage processes without programming knowledge. Overall, it improves efficiency, consistency, and control in managing engineering data
Dispatch allows you to automate repetitive actions such as:
- Changing file states
- Updating variables
- Copying or moving files
- Renaming files
This reduces manual effort and minimizes human error.
Adding Dispatch to Administrative Tool:
The Dispatch add-in is provided by Dassault Systemes. During the installation of SOLIDWORKS PDM, the Dispatch add-in is included by default within the Default Data folder.
The installation location is: C:\Program Files\SOLIDWORKS PDM\Default Data
Navigate to the Dispatch location in the C drive. Select the add-in file and drag and drop it into the SOLIDWORKS PDM Administration tool.
Once completed, it will appear as shown in the image below.
Administrative Actions
Right click the Dispatch add-in and select “Administrative Action”
We can create new action to select the option “Add”
We need to mention the basic information about the action. The task we’re creating here is going to replace or update the variable in a selected file. Under activation, we define how to run this action.
I have selected the menu command option for this action. The user or administrator can trigger this command manually. The remaining options are configured to execute the action automatically, such as during a state change, file check-out, or when adding a file to the vault.
This action will execute based on specific conditions. The list of action commands is provided below.
When creating any action within the Dispatch add-in, you must specify the start and end condition commands. These commands are shown in the image below.
Next, set the variables as shown in the steps in the image below:
- Click Variables.
- Enter the variable name.
- Select the variable type from the dropdown. In this case, choose Runtime Variable and then click OK.
This action runs during both the check-out and check-in processes, as configured. We need to include the corresponding check-out and check-in actions within this task. The same procedure is followed for handling files during check-in.
Next, add a new action command “Edit Box.” Enter the string value as shown in the image below and map it to the variable you previously declared in Runtime Variables. Use the dropdown to select the appropriate variable you created earlier.
Next, add a new action command “Set Card Variables.” As shown on the right side of the image, select the appropriate card variable. This determines which existing card variable will be replaced or updated.
I have selected “Description” because this variable is already included in the data card.
Next, we remap the runtime variable to the corresponding Dispatch variable..
For the final action steps, we rearranged the sequence as shown in the image below:
- For all Documents
- Edit Box
- Check Out File
- Set Variables
- Check In
- End For All Documents
Note: Multiple or bulk file selection allows you to replace or enter the defined values for all selected files at once.
Author Details
Vinothkumar P
An Elite Application Engineer focused on building long-term relationships and driving customer success. Plays a key role in helping clients maximize the value of their SOLIDWORKS solutions through personalized support, especially during PDM implementation projects. Brings extensive industry experience to deliver expert technical guidance and reliable support. Recognized as a go to expert in SOLIDWORKS CAD, SOLIDWORKS PDM, and the 3DEXPERIENCE platform, helping businesses streamline processes and improve product development workflows.
