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SOLIDWORKS PDM Task Add-in Development (C#)

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Course Overview

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. This intensive program empowers you to build high-performance custom add-ins using C# or VB.NET, enabling you to design, implement, and deploy sophisticated tools that handle complex engineering processes—from seamless file conversions and data extraction to advanced, workflow-driven operations.

Course Requirements

Duration

2 Hours

Prerequisites

  • Familiarity with SOLIDWORKS PDM, including workflows and administration concepts.
  • Experience configuring and using PDM Convert Tasks.
  • Basic knowledge of .NET programming, preferably C# or VB.NET.
  • Understanding of basic programming concepts such as classes, methods, and debugging.
  • Access to a SOLIDWORKS PDM Professional environment for testing and development is recommended.

Level

Advanced

Delivery

  • Online, self-paced videos

Course Content

Course Content

Introduction
Environment Setup
Convert Task
System Requirements
IMPLEMENTATION
Project Templates
Adding PDM PIAs as References
GetAddInInfo Explained
Command Manager (CmdMgr) Deep Dive
Understanding Task Hooks
Using Partial Classes in PDM Add-Ins
Build & Register Your Add-in in the Vault
Debugging Task Add-In Hooks
Creating Custom Task Dialog Pages
Persisting Data with EdmTaskSetupPage
TaskSetupButton – Saving Settings & Adding Commands
TaskLaunch & TaskRun – Execution Flow
DEPLOYMENT
Final Testing & Deployment Strategy

SOLIDWORKS PDM Task Add-in Development (C#) Agenda

The course begins with an introduction to SOLIDWORKS PDM Task Add-ins and an overview of how task automation works inside the vault. Participants will review the standard Convert Task and learn how custom task add-ins extend its capabilities to automate engineering processes.

Next, we will cover the development environment setup, including system requirements, project templates, and how to correctly add the SOLIDWORKS PDM PIAs as references. This section ensures participants can successfully build and run a task add-in locally.

The implementation portion focuses on the core architecture of PDM add-ins. We will walk through the GetAddInInfo method, explore the Command Manager (CmdMgr), and examine how task hooks work inside the PDM task framework. Participants will also learn how partial classes are used to organize add-in code and improve maintainability.

From there, the course moves into building and debugging the add-in. We will demonstrate how to compile and register the add-in in the vault, how to attach the debugger to the PDM processes, and how to troubleshoot common issues during development.

The course then focuses on building user interaction for tasks, including creating custom task dialog pages and persisting settings using EdmTaskSetupPage. We will also cover the TaskSetupButton implementation for saving configuration settings and adding custom commands.

Finally, participants will learn how tasks execute within PDM by exploring the TaskLaunch and TaskRun hooks, understanding the execution flow, and implementing real task logic. The course concludes with final testing and deployment best practices to ensure the add-in runs reliably in a production vault environment.

🎓Course Certificate

Students who finish the course get a certificate. Each certificate includes a unique ID to ensure authenticity.

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