I would like to know if there are semi-automatic or automatic methods for managing plan numbers? I currently use a simple Excel sheet manually, which can be error-prone or forgetful.
Are there macros/add-ins or other for taking the plan number?
Apart from PDM type tools, I think the easiest way is to use a macro either from solidworks which is typed in a pre-configured excel file or the other way around (from excel to create a plan).
Unless I'm mistaken, the custom property manager doesn't allow auto increments on a field.
In fact, it all depends on the desired ergonomics of operation.
We use the access program, you just have to create the tables, query, form ... is then more than to insert. You can find second-hand versions on the net or ask someone who knows to create a version without insertion and on your side take the viewer from microsoft if it still exists its I don't know anymore. Because there is in Access automatic ingrement:)
I know a lot of access if you need a small base, and you get the viewer well don't hesitate to tell me
You also have the possibility to modify your excel file to add macros to create the new line, take the number, and paste the number in the "clipboard", you would just have to paste it in SW before saving the part.
Otherwise if you master the vba a little better, you can make the macro that does everything I just said above directly from a SW macro interfaced with your Excel file.
Otherwise, Axemble must surely have something in its tools that allows you to manage this without having to get your hands dirty.
The only thing you can't do if I remember correctly is to edit the form, so not the data but the form to do it again. But on the other hand you can fill in the data, delete it, modify it
In any case in the version I use at the time, after I don't know if microsoft has changed their ;)