We produce parts, assemblies and drawings for fabricators and rely heavily on custom properties. We export each drawing out as a PDF in the format: PART-NO.REVISION-LETTER.PDF. For example: SW001.issueA.PDF. This is saved and renamed manually despite the revision letter being in the custom properties.

When producing a new drawing for the part, the revision letter correctly pulls through to the drawing, but not to the custom properties. See below:

One solution was to use a macro to pull through the custom properties from the part to populate the drawing. This appeared to partially work but only on fields that were text (not drop-down menus) and only on parts. I'd need something to pull through custom properties from both parts and assemblies. Also, to pull through ALL of the fields. I stumbled across the below macro which only some way does what I need:

Option Explicit

Dim swApp As SldWorks.SldWorks

Dim swmodel As SldWorks.ModelDoc2

Dim swmod As SldWorks.ModelDoc2

Dim swdraw As SldWorks.DrawingDoc

Dim swview As SldWorks.View

Dim v As Variant

Dim Propname As Variant

Dim evval As Variant

Dim model As String

Dim error As Long

Dim warning As Long

Dim config As Variant

Dim addstatus As Long

Dim i As Integer

Dim comp As SldWorks.Component2

Dim swCustPropMgr As SldWorks.CustomPropertyManager

Sub main()

Set swApp = Application.SldWorks

Set swmodel = swApp.ActiveDoc

Set swdraw = swmodel

Set swview = swdraw.GetFirstView

Set swview = swview.GetNextView

v = swview.GetVisibleComponents

Set comp = v(0)

Set swmod = comp.GetModelDoc2

Propname = swmod.GetCustomInfoNames

Set swCustPropMgr = swmodel.Extension.CustomPropertyManager("")

For i = 0 To UBound(Propname)

evval = swmod.GetCustomInfoValue(config, Propname(i))

addstatus = swCustPropMgr.Add2(Propname(i), swCustomInfoText, evval)

evval = ""

Next

End Sub

Question: Is there a way to link custom properties between parts & assemblies with their linked drawing, without needing a macro?

Secondary question: If not, could someone please point me in the right direction for accessing part and assembly custom properties?

Any help would be much appreciated!