Save Card Dialog Box

Toolbar

The toolbar at the top of the dialog box has only a single icon.

Delete

Deletes the selected card in the Save Card dialog box.

Select card to save

This section lists the customized cards already saved locally and to the database. It does not include the default cards that are included with Connector for SOLIDWORKS. You select an already saved card to:

• Replace a previously saved card with the active card opened in the Card Editor.
• Delete a saved card.

Select card to save includes these columns:

Title

The name of the saved card. The title includes an icon.

Icon	Description
	The card is saved to the database.
	The card is saved locally to your system. Only you can access a locally saved card as it is unavailable to your users until you save it to the database.

Object type

The card's object type, which is specified in the card's properties. Available object types are:

• IEF Document - A file card, known as the general file card and associated with non-CAD files.
• Search - A search card associated with a search.
• SW Assembly Family - A file card, known as an assembly card and associated with SOLIDWORKS family of assemblies.
• SW Component - A file card associated with a part.
• SW Component Family - A file card, known as a part card and associated with SOLIDWORKS components in a family.
• SW Drawing - A file card known as a drawing card associated with a SOLIDWORKS drawing.
• Workspace - A workspace card associated with a workspace.
• WorkspaceVault - A folder card associated with a folder.

Card type

The card type; valid types are:

• File Card
• Folder
• Workspace
• Search.

Active

Cards checked as active and saved in the database are the default for your users for the specified object type. For example, if your customized folder card is checked as Active, users who are saving folders for the first time, see your customized folder card. Locally saved cards are always active for you, but are unavailable to your users until you save the card in the database.

File name

The file name by which the card is saved.

Card Information Section

Use this section to specify the information specific to how the system should save the card. The Card Information Section includes:

Object type

Use Object type to select the Object type for the card you are saving. The default is the:

• Object type of the card you are saving from the Card Editor.

  If you change the object type in the Save Card dialog box , the card's properties inherit the saved object type. For example, if you are saving a card whose Card Properties show SW Assembly Family as the object type, and you save the card as a SW Component, SW Component becomes the object type when you reopen the card.

• The Object type of the selected card in Select card to save.

Title

The name saved with the card. If you selected a card in Select card to save, the software uses the selected card's Title by default. Such would be the case when you save a customized card that you previously saved locally.

If you are saving a default card that you customized, change the Title.

Save only locally

When selected, saves the card locally on your own system. The card becomes the active card for the object type, but only for you. Your users cannot use the card until you save it to the database.

To save a locally saved card to the 3DEXPERIENCE server, you must clear the Save only locally check box.