PolyWorks Macro Tutorial | Polyworks Tech Tips - CMMXYZ

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In this video, I'll show you how to create a user prompt that will gather information, which will populate the cover page of your PolyWorks inspection report. Okay, so let me demonstrate, and I'll show you what I mean. So I've added a custom icon to this toolbar that contains a Macro Script that I wrote ahead of time to create this dialog box. So let's just press it. It's this letter R here. And you'll see the dialog box pop up. So this is information that will be plugged into the bottom section of that cover page of my inspection report.

So what's going on here is I have a few different types of items inside my dialog box. I have text boxes. Some of the text boxes have suggested text. Others are blank. And then I have drop-down lists for different options. Part name, I'll just type that in. And Part number. And then for Device, I have the choice between ROMER arm and CMM, so whichever applies. So let's hit OK, and you'll see that populate on the bottom of my cover page. There we go. So that worked.

Okay, so I'll show you how it's done. The first thing we need to do is add four new items to our Project Properties. To do that, we open Project Properties by right-clicking the project name and select Project Properties. On my list, the four last items are the ones that I added as custom properties. The top items are known as standard properties, so they come included with the software. To add a new item, you just press the + button. Give it a name. And it's as simple as that.

Okay, so now that I've added those new items, I need to tie that to my report. I need to link that or reference these new items. So let's go ahead and close that. So if I go to my other report, report 2, this is one that has not been edited. So the reason I had to add those four items was because, originally, they're referencing Piece properties and not Project properties. So if I double-click that, you can see the Operator field is actually linked to Piece Properties. So what I've done is I've linked it to Project Properties.

So I'm going to delete that, that reference. Now, I'm just going to right-click. Go to Insert. And you can see that here down at the bottom I have access to all of the variables or references inside each of the property types. So what I want to do is go to Project Properties. And you can see at the bottom, those are the four that I've added. So I would need now to tie that to Operator. And you can see the code there tying it to a Custom Project Property, not a standard one. Okay, so that's it for that step.

Next, let's take a look at the Macro. By right-clicking the top of any window, I have access to the Macro Script Editor. So to load my Macro, there's a quick shortcut I can use. I can just right-click on my custom icon, select Edit Macro Script. And that will load the script that that icon launches. So if you're new to Macros, or even if you're experienced, you might just want to take a screen capture when the video is paused, and you can see all my code here. I won't go into every single line. I'll just talk about this one more in general terms.

It basically has three sections. The first section is where I declare variables. I give them names. I give them values in some cases. So in this Macro, I had to create a variable for each of the items in the dialog box and also each item in the drop-down list where that is applicable. The middle section is where I create my dialog box. I give it a name. I list the contents of that dialog box in different types, so edit box, drop-down list, and so forth. Tie those to variables.

The last section of my Macro is where I add that user input information into the Project Properties. So I think the best way to explain this to you is to actually by way of a tutorial just to create a brand new Macro with one item in the dialog box. Okay, so let's go ahead and do that. Okay, so in the Macro Script Editor, we're going to select File, New. So this gives us a blank slate. Step one is to declare variables, so we need a variable for our dialog box. So the name of this will be dialog. I will just type the word DECLARE. So I'll call this shift. So the value of this variable shift will be whatever the operator inputs. So we need to be able to have a container to contain that information.


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