SOLIDWORKS PDM Task Add-in Development (C#)

Build, register and deploy custom SOLIDWORKS PDM Professional task add-ins in C#

Created byAmen Jlili

Last updated 9/2026

English

What you'll learn

Set up a C# project for SOLIDWORKS PDM task add-ins and reference the PDM interop assemblies
Use GetAddInInfo and the command manager to plug into the PDM task framework
Understand task hooks and organize your add-in with partial classes
Build, register and debug your task add-in in the vault
Create custom task setup pages and persist settings with EdmTaskSetupPage
Follow the TaskLaunch and TaskRun execution flow
Test and deploy your task add-in with a clear strategy

Course content

1 section • 16 lectures • 2h 2m total length

Introduction0:50
Convert Task2:29
System Requirements3:41
Project Templates3:07
Adding PDM PIAs as References8:12
GetAddInInfo Explained7:26
Command Manager (CmdMgr) Deep Dive8:15
Understanding Task Hooks2:49
Using Partial Classes in PDM Add-Ins3:42
Build & Register Your Add-in in the Vault2:43
Debugging Task Add-In Hooks8:58
Creating Custom Task Dialog Pages13:26
Persisting Data with EdmTaskSetupPage9:32
TaskSetupButton – Saving Settings & Adding Commands12:29
TaskLaunch & TaskRun – Execution Flow26:30
Final Testing & Deployment Strategy8:29

Requirements

Comfortable with C# and Visual Studio
SOLIDWORKS PDM Professional with administrator access to a test vault

Description

The SOLIDWORKS PDM Task Add-in Development course from Blue Byte Systems Inc. is a specialized, technical deep-dive designed for developers and automation leads who want to master the art of vault automation. You will build custom task add-ins in C# that run through the SOLIDWORKS PDM Professional task framework.

The course opens with an introduction and a look at the Convert task, then covers system requirements, Visual Studio project templates, and adding the PDM primary interop assemblies as references. You then study GetAddInInfo in detail, take a deep dive into the command manager (CmdMgr), and learn how task hooks work. Along the way you see how partial classes keep a PDM add-in organized, and how to build and register your add-in in the vault.

The second half focuses on making your task configurable and dependable. You debug task add-in hooks, create custom task dialog pages, and persist settings with EdmTaskSetupPage. You use TaskSetupButton to save settings and add commands, then follow the execution flow through TaskLaunch and TaskRun. The course closes with final testing and a deployment strategy for rolling your add-in out.

Who this course is for: developers and PDM administrators working with SOLIDWORKS PDM Professional who are comfortable with C# and Visual Studio and want to automate vault work with custom tasks.

Who this course is for:

Developers and automation leads working with SOLIDWORKS PDM Professional
PDM administrators who need custom tasks beyond the built-in ones
Anyone who has written a PDM add-in and wants to move into tasks