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Create a Product with Cadify Library

This section walks you through the process of creating a product in SOLIDWORKS and adding a component from the Cadify Library. You will see how a library part is inserted, connected through Named Mate References, and checked into the Cadify MASTER so it becomes a configurable element in the final product.

SOLIDWORKS Mate References and SmartMates

In SOLIDWORKS, a Mate Reference is a feature added to a part or subassembly (SLDPRT or SLDASM) that stores up to three reference entities (Primary, Secondary, Tertiary) together with their intended mate types such as Concentric or Coincident. When you insert that component or drag it onto matching geometry, SmartMates reads those Mate References and automatically creates the specified mates. This snaps the component into the correct position and orientation. Hardware and repeatable components can drop into place without manually creating mates, as long as the target geometry provides a corresponding set of references.

Drag and Drop SmartMate Example

SmartMate Drag and Drop Placeholder

How Cadify Automates This

Cadify builds on the native mechanism by using the SmartMate API to programmatically place and, when needed, swap components from your Cadify Library into Named Mate References. To enable fully automated placement, you define Named Mate References on both sides: in the assembly where the component will be placed, and inside each library SLDPRT that may be inserted there. Cadify matches these names exactly and drives SOLIDWORKS to apply the SmartMates automatically so parts drop in, align, and are ready without manual picking. With consistent naming, you get predictable placement and one click part substitutions that preserve design intent.

Required: Mate Reference Name Must Match Exactly

For Cadify to connect the correct library part to the correct placement point, the Named Mate Reference must be identical on both sides.

  • The assembly (parent) must contain a Mate Reference called for example "Example"
  • The library SLDPRT or SLDASM (child) must also contain a Mate Reference named "Example"
  • Capitalization, underscores, spaces, and spelling must match exactly
  • Any mismatch results in no SmartMate connection

Correct naming is the key that allows Cadify to perform automated placement without user interaction.

Mate Reference Setup Examples

Parent Side (Assembly)

Mate Reference Setup in Assembly Placeholder

Child Side (Library Part)

Mate Reference Setup in Part Placeholder

Second Library Part

Mate Reference Setup in Part Placeholder

Orientation Ambiguity (Flipping)

It is possible for a library part to drop in rotated 180 degrees even though the Named Mate Reference appears valid and fully defined. Two related mechanisms can cause this:

1. Incomplete Mate References

SmartMates will still insert a component even if only one or two Mate Reference entities are defined. In this case, only the corresponding number of mates are created and the component retains some rotational freedom. This can lead to flipping during placement or updates because orientation is not fully constrained.

2. Plane Based References With Reversible Normals

When a Mate Reference uses a plane as one of its entities, the mate inherits the normal of that plane. Plane normals in SOLIDWORKS can reverse during rebuilds or parameter updates when the upstream geometry changes. The mate still appears valid, but its inherited direction has flipped. This causes SmartMates to reorient the component 180 degrees even though the reference name and mate types match correctly.

Both mechanisms result in the same visible outcome: the part flips during insertion or after regeneration.

Eliminating the Ambiguity

To prevent flipping, add a reference that provides a stable, non reversible direction. Keep your existing Concentric and Coincident references and include a secondary or tertiary reference that cannot flip. Typical options include:

  • a short linear edge used for a Parallel mate
  • a uniquely oriented planar face whose normal is stable
  • a sketch axis or model edge that forces a single rotational alignment

Define this extra reference on both sides, in the assembly and in the library SLDPRT, under the same Named Mate Reference. Once SmartMates have a reference with a fixed direction, placement becomes deterministic and parameter updates will no longer cause unexpected rotations.

Replacing a Library Element

Cadify allows a placed component to be replaced automatically when its library reference changes in the Cadify MASTER (Excel). This makes it possible to swap parts, update variants, and push new configurations into the assembly without deleting or re-mating anything manually, as long as the mate reference setup is consistent.

1. Check In the Exact Element from the Tree View

Cadify Tree View Check In Placeholder

2. Locate the Row in the Cadify MASTER (Excel)

Two key fields control replacement behavior:

  • FileName
  • FolderPath

Example:

FolderPath:  Library:\parts\example
FileName:    ExampleA.SLDPRT

3. Create a simple control to manage selected library element

See how to create a Control

Cadify Tree View Check In Placeholder

Set up the cell reference:

Cadify Tree View Check In Placeholder

Cadify will resolve the new file, verify the mate references, remove the old part, and insert the new one automatically.

4. How FolderPath Works

Library:\parts\example
    becomes
C:\Cadify\Library\Store.Name\parts\example\

5. Update the model

Cadify Tree View Check In Placeholder