I can set the preference Integral Operations, Enable Automatic Share to Project = Allow automatic sharing so that a CAD user can be working in a Project workspace and then assemble a model that is stored in a Product or Library into CAD and it will automatically share that object to the library as long as the user has the correct permissions.
When I'm working with Creo, this will also work for model instances - very common for library parts like nuts, bolts, washers, etc. The generic and the selected instance will be shared into the Project automatically. If I select another instance later, it gets shared too. Great!
The problem is that this doesn't work for non-Creo CAD data. If I try to do this with SolidWorks, I select the SolidWorks model configuration (instance) to add into the CAD assembly and the only item that gets shared into the Project is the generic. When I try and upload the SolidWorks assembly, I get an upload failure with a warning:
Illegal usage link creation. "Assembly - XXX.SLDASM, A.1" is in a project and cannot use "CAD Part - YYY.SLDPRT" because it is in a PDM context and not checked out or shared to the same project.
PTC created SPR 2085542 and have confirmed that this is working to specification. . “Auto-sharing of instance is supported ONLY for Creo. The support is NOT extended to WGMs”
So the only way to have this work is to manually share the instances to the Project before I try and assemble them.
So please make the CAD tools perform consistently.