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SOLIDWORKS PDM API: VBA Advanced
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SOLIDWORKS PDM API: VBA Advanced

Connect to a SOLIDWORKS PDM vault from VBA, read data cards and safely check files out and in
Created byAmen Jlili
Last updated 9/2026
English

What you'll learn

  • Set up the VBA editor and add the SOLIDWORKS PDM API references
  • Understand the PDM API hierarchy and create a vault instance from VBA
  • Build a user interface that lists local vault views and logs in securely
  • Handle login validation and errors so your tools fail safely
  • Browse vault folders using the iterator pattern
  • Iterate file configurations and read data card variables
  • Update files safely with smart check-out and check-in logic

Course content

1 section • 16 lectures • 1h 15m total length
  • Introduction and environment setup1:30
  • Configuring the VBA editor1:12
  • Adding SOLIDWORKS PDM API references1:09
  • Understanding the PDM API hierarchy2:38
  • Creating the vault instance1:29
  • Retrieving local vault views3:47
  • Building the user interface3:21
  • Implementing secure login7:02
  • Login validation and error handling1:17
  • Browsing folders and using the iterator pattern13:40
  • Expanding the UI with configuration selectors2:47
  • Building dynamic selection logic3:31
  • Iterating file configurations8:04
  • Reading data card variables6:15
  • Implementing smart file locking logic8:58
  • Updating files and completing the check-in cycle8:45

Requirements

  • Basic VBA knowledge: variables, loops and subroutines
  • A VBA environment such as Microsoft Excel
  • The SOLIDWORKS PDM client installed, with access to a test vault

Description

This course teaches you how to configure the VBA environment, add the required API references, connect to a PDM vault, build a user interface, securely log in, browse folders, work with file configurations, read data card variables, and safely update files using proper check-out and check-in logic. The course focuses on real-world workflows.

You start by setting up the VBA editor and adding the SOLIDWORKS PDM API references, then learn how the PDM API hierarchy is organized so you know which object to reach for and why. From there you create a vault instance, retrieve the local vault views on the machine, and build a user interface that lets the user pick a vault and log in securely, with proper validation and error handling.

With a working connection in place, you browse folders using the iterator pattern, expand the interface with configuration selectors, and write dynamic selection logic. You then iterate through file configurations, read data card variables, and implement smart file locking logic so files are only checked out when they need to be. The course finishes by updating files and completing the full check-out and check-in cycle.

Who this course is for: SOLIDWORKS PDM administrators and developers who already know basic VBA and want to build complete, reliable tools on top of the PDM API. If you are new to the PDM API, start with SOLIDWORKS PDM API: Basics with VBA.

Who this course is for:

  • SOLIDWORKS PDM administrators who want to automate vault tasks
  • Developers building in-house tools on the SOLIDWORKS PDM API
  • Anyone who finished SOLIDWORKS PDM API: Basics with VBA and wants the next step