in this video, I'll be running through the steps to configure the convert task for converting SolidWorks part into DXF flat pattern. So this can be done automatically on a transition action or manually through a right click menu option. So great way to save some time and speed up the design process. So prior to configuring this task, you'll need to make sure that you've imported the addon. So if you haven't done so already, take a look at our guide, and then our guide on setting up a task host as well. So once that's important, configure the test you'll need to open up the PDM administration tool and then log into your vault, through just a double click. So once you're connected, I want to be going to the tasks node. So it's about three quarters of the way down. And within that you've got two for the node. So you've got the task list. And that shows you kind of task in process or any kind of tasks that have completed or failed. And then this is the convert task within. And so just, to make things a little easier, or is just to create a duplicate or a copy of this, you can do that by right clicking and then selecting copy. And then I'm going to amend that copy to be my D access conversion task. So double click to open up the conversion properties. And first things first or suggest to rename this to something more appropriate. So I'm going to rename this to SolidWorks. Part to DXF at pattern. Okay. It's got a number of different pages down the left hand side. And the first one here is our ADM page. So this is showing which add in that task users as well as who the task is executed by. So, you can execute this by as the logged in user, or you can execute it as an individual user such as admin. So it's really important to select the appropriate option here. The reason is is if the user who's triggering this conversion task does not have permission to add plus to vote, then executing that task as a, another user can overcome this. So I'm going to change this to admin nurse, make sure there's no permission issues. So the number of retries on failure and then the minutes to wait before failing. So how many times do you want the task to run again if it fails and how long do you want to wait before it fails? So next page is, execution math page. So this shows you which computers you want the task to run. And, so I'm going to check my computer here, and then how it needs to be run. So you've got three options within Pro. You've got the system choose prompt the user or execute on the computer where that task was initiated. So again important to select the appropriate option here. Say if you had for example, a dedicated machine for tasks, you would need to select that first option and then solely tick that machine in this list. So it's only going to have one option to choose from. So next is our menu command page. So this is optional. It shows you how you would like to see the task appearing on that. Right click shortcut menu. So you can turn off by toggling this checkbox. then you can also define the way that that menu option looks as well. So just to note here, each backslash is a further submenu. So obviously you can amend this to something more, appropriate and relevant to the task. So SolidWorks. Part two DXF puck pattern. Moving on to our conversion settings. So we're going to choose, dxf as the output file format. And just to note here you do have some further conversion options within, this button here. So if you did want to, amend some of the export. You can untick, or tick these boxes, as preferred. we've got a couple tabs here. So the first one is all configurations. So that's going to be for, SolidWorks configuration. And we want to do it for our flat pattern. So for that we're going to change it to the named configuration option. And we're just going to add in a wild card flat pattern. And then a wild card. So this is going to pick up any configurations with flat pattern in its name. Even if it has text before and after. also going to uncheck the box to allow user to change that setting as well. So the next tab that is our sheets tab. So not to worry about that because this is for our part configurations only. So it's nothing to do with drawings. source file references. You have two options here. You can use the as built if you want the drawing and its references to be exactly when that version was created or, use the latest version of the reference files. So that's going to reflect any changes you've made to any reference parts since that time. So the latter is usually not the best option for files being created as part of an approval process. As you want it to be exact match for that approved model. So I'm going to change this to the as built. So this is going to be the approved model. I'm also going to uncheck the box to allow user to change the setting. So the second tab here is the sheets tab. Obviously not relevant for flat pattern configuration. So we can just leave this as default. And then the next page is our focal page. So this allows you to populate the output files data card with values from the source files data card. So for example you could take the revision value from the source file. And you can push that into the revision of the output file. You also have the option of adding some free text. So if you wanted to define those values yourself I'm going to use it to fill in a common area on the output files data card. And the destination can be comment. Maybe on to the output file details. So this is defining where the output PDF file is going. So in Pro you've got the ability to define two locations. you might want to include one output file to the pulp and then one externally for another business that potentially doesn't have access to PDM. So you can construct the file noise template for both. So the external version might include some additional details such as revision or description. And you can add those in through this, the arrow on the right hand side. default it does bring in the primary output file as the source files folder path. So I'm just gonna clear this and create a new file path. And I can do that using the arrow on the right hand side. So and choose default root folder path. And I want to put it in a DXF folder. And then I'm going to take the source file name and then the source file revision as well. Also going to uncheck the box to allow the user to change that setting. So duplicate file name handling. So how do you want PDM to handle duplicate files. Do you want it to replace existing files or do you want it to create a new version. Pretty simple. There you have the two things. Now on this page is the error log folder and then the advanced scripting options. So they are log folder and it's pretty much as it sounds. It's going to create a log file in this location. So you can change this if you want to. I'm going to amend this to something different. I'm going to put it in a admin folder. And then within there I'm going to create a log folder and then cool this folder DXF. Just to note here the location of the error log folder does need to be within the vault. Doesn't work if it's external to the vault. The last thing is this advanced scripting button. So this allows you to review the script or the code of the task. And this is written in visual Basic. So you can make amendments to the code within here. It can also be reset. So quite helpful for troubleshooting. And then you can define the program. Oh, that's how it works. Fashion to use here. Just to note, if you do make any amendments to the script, and then you reset it, those amendments will be lost. So make sure you just take, a note of any amendments that you're making. And actually, this reset process is something that's recommended after each major version upgrade as that macro, may have been modified by SolidWorks to fix kind of previous bugs or offer new capabilities. Okay, so the following page is our permissions page. So this is who has the ability to initiate that task from the right click menu. So admins already ticked it, but you might want to include obviously some groups within there as well. So I'm going to allow all users, the ability to trigger this task from a right click menu. The last couple of pages then are for, success and then iron notifications. So who will be notified if the task completes or who if it fails? For the success notifications, you want to be cautious about, applying those you don't want to be overloading someone with, PDM notifications, so notifying the user who launch task is usually sufficient. And then you can add in some information into that notification. Within these two box here. So I'm going to add something like DXF conversion complete. and let's add in the host computer. Current date on current time. And the next page is the same thing again. But what if it fails? So obviously you want to notify the user who launched task. And then perhaps someone who can help me identify why that task failed. So I'm going to also notify admin in this instance as well. And let's give the notification some content. So DXF conversion failed and then perhaps some information, about where that task was run, the current date and then the current time. So it's going to help us identify, what's gone wrong there. So now you're done. You can hit. Okay. And give it a test by either, running it through a state change or a right click menu. So now that you're done, you can apply it where it's relevant to your workflow and give it a test through the menu option, or by pushing that file through a state change. If you would like some additional assistance on task, please get in touch with our support line, which is included as part of your subscription. So you can do this either on our website or, the details shown on screen.