Using Infocards

An infocard is a dialog box that enables you to update meta data of items, documents or files generated from part files created in SolidWorks. There are three types of infocards, one for items, one for documents, and one for files. You must use infocards to make changes to the attributes of item, document or file from SolidWorks rather than in PLM. You can update only those items, document, or files that you own.

To update items, documents or files generated from the SolidWorks object that you are working on, proceed as follows:

  1. Select either an assembly or a part from the SolidWorks Feature Manager Design Tree.
  2. From the PLM main menu or the right-click menu, select the relevant update option. You can select Update Item, Update Document or Update File. As a result, the relevant pane is opened in Web PLM.
  3. Make the required changes.
  4. Click Save.
    You can update the meta data of a file using the Details pane.Item Details window
    Note: To update a component of an assembly, in SolidWorks, open the Assembly Navigator and double-click one of the components. The title bar displays the selected component-assembly relationship. To open the infocard, select Update Item, Update Document, or Update File from the PLM menu.

    If the part file whose item, document or file you want to update is not saved to PLM, a message appears informing you that the selected part does not exist in the PLM database.

    If the part file is not editable because you have no editing rights, the part file is locked by another user, or because the object is released, the infocard dialog box appears in display only mode.

    If you select Update Item, but no item is created for the part file with which you are working, the following error message appears:

    The file [filename] you have selected is not associated with an Item in PLM.

    This occurs if your preferences specify that no PLM items must be created for the part files that you save to PLM