How to Create a Card List from SQL Database in SolidWorks PDM

Stefan S.

Published: May 23, 2025 • 7 min read

What Is a Card List in PDM?

A card list in SolidWorks PDM is a dropdown menu that appears on a data card. It allows users to select predefined values rather than typing them in manually. These lists can be:

Static: manually created and maintained inside the admin tool
Dynamic (SQL-based): automatically populated from an external or internal database

In this guide, we focus on dynamic lists — specifically, how to pull values directly from a SQL table.

Why Use a SQL-Based Card List?

Instead of maintaining dropdown values manually, you can link the list to a live database. Benefits include:

Automatic updates when records change (e.g. new suppliers or part categories)
Data consistency, avoiding typos or non-standard naming
Centralized control, especially useful in distributed engineering teams

For example, if you maintain a Projects table in SQL, linking it to your card ensures that all engineers see the same project names in real time.

Prerequisites

Before you begin:

You need admin rights in the PDM Admin tool.
You must have read access to the SQL Server that contains the source data.
Basic knowledge of SQL queries helps.
Back up your vault and test changes in a staging environment before deploying to production.

Step-by-Step: Creating a SQL-Based Card List

1. Identify or Create the SQL Table

Ensure your SQL Server contains the table or view with the data you want to display. For example:

CREATE TABLE Projects (

ProjectID INT PRIMARY KEY,

ProjectName NVARCHAR(100)

)

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Add a few sample rows to test with.

2. Write and Test Your SQL Query

Use SQL Server Management Studio to test a simple SELECT query. For example:

SELECT ProjectName FROM Projects ORDER BY ProjectName

Troubleshooting Common Issues

‍

Issue	Likely Cause	Fix
List shows blank	SQL query returns no rows	Run it in SSMS and verify
“Connection failed”	Bad credentials or firewall	Check ODBC settings and SQL login
List is slow	Too many records	Use TOP 100, filter, or index
Permissions error	SQL user lacks SELECT rights	Grant SELECT on the table

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Backing up your PDM SQL Database

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Bonus: Filtering Lists Dynamically

You can use PDM variables in your query for advanced behavior. For example, filter by logged-in user:

SELECT ProjectName FROM Projects WHERE AssignedTo = '%username%'

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Or filter by file type or folder path using %filename%, %path%, etc.

Conclusion

Dynamic card lists are a simple but powerful upgrade to your SolidWorks PDM setup. By connecting them to your SQL database, you reduce errors, enforce consistency, and automate tedious admin work.

Now that you know how to create SQL-based lists, consider applying this technique to any field in your data cards that relies on centralized or frequently changing data — and take one more step toward cleaner, smarter engineering workflows.

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