Insert BOM tool iconInsert BOM

 

This functionality is currently available only on browser.

Feature Toolbar with Insert BOM Icon Highlighted

Insert a Bill of Materials table from an Onshape BOM table, uploaded file, or an authorized app. You are also able to use the Balloon tool to automatically pull identifiers from the BOM to label the drawing. See Callout (Balloon) for more information.

Steps

  1. Click Insert BOM Icon.
  2. Select to insert a Bill of Materials from the currently active document, or another document.

    Step 2 to insert a BOM

    If there are Onshape BOM tables in your document, they are automatically listed in the drop down menu (shown with "Master assembly" above); select one, then the parameters:

    1. The BOM type: Flattened (no assembly hierarchy indicated), Structured - Top level (assembly hierarchy indicated for one level only), or Structured - Multi-level (all levels of assembly hierarchy indicated).
    2. Order: Top to Bottom or Bottom to Top

    The three types of BOMs are shown below: Flattened, Structured-Top level, and Structured-Multi-level, respectively:

    Flattened BOM

    Structured, top-level BOM

    Structured, multi-level BOM

    In the multi-level BOM, immediately above, the sub-assembly (Assembly A) is listed as item number 1 and it consists of two parts, listed as item numbers 1.1 and 1.2 (Parts 2 and 3). Sub-assembly (Assembly B) is listed as item number 2 and it consists of two parts, listed as item numbers 2.1 and 2.2 (Parts 1 and 3). The top-level BOM, the middle BOM above, lists only the top-level of the two sub-assemblies. The flattened BOM, the first BOM above, lists just the parts contained in the Assembly.

    Use the Insert icon Insert Part or Assembly Icon to select a BOM file or table from an approved app.

    example of using the Insert icon to select a BOM file or table from an approved app

    From here you are able to use the standard Insert dialog to select from the current document, another document, create a version to work with or select another version of a document. You are able to insert BOMs from versions, workspaces, and releases that don't have a BOM, as well. You also have the ability to select from Assemblies in the current document, use BOM data that you have uploaded in the form of a file, or select a BOM from an approved app you are using.

  3. Select whether to insert Bill of Materials data from:
    • The current document or Other documents
      • Assemblies - Within whatever filter you have selected: Current document or another document.
      • BOM data - An uploaded file containing data, select the file or use the Import option at the bottom of the dialog to upload a file (not shown above) .
      • BOM app - Data created from a BOM app through the Onshape App store, select the Bill of Material.
  4. If a document contains released parts, the Release filter is present; use this filter Release Canidate Icon to display only data that has been released.
  5. Select which corner of the table to set as your fixed corner at the bottom of the table (as shown below).

    Select fixed corner section of drawings table

    The default anchor point in Onshape is the upper right corner of tables.

    There is no need to click directly on the point once it is visible. While moving the mouse to place the Bill of Materials, you'll notice thin, dashed lines as the cursor passes near other entities. These are inferencing lines that you are able to align the BOM to; simply click when you see the line appear to align the BOM to that line.

  6. Click in the drawing space to place the Bill of Material table.

 


Was this article helpful?

Last Updated: June 25, 2020