Insert BOM

An inserted Bill of Materials is able to be edited much like any table in drawings. Click the edge of the table to select the entire table; you may grab one of the middle grab points to move the table. Right-click with the entire table selected to access these commands:

• BOM table properties - To open the properties panel for Bills of Materials
• Split BOM table below - To split the BOM table below the row the cursor was in when you right-clicked for the context menu. This splits the table into two tables. You can then select one of the tables, right-click for the context menu and use Move to sheet to move that table to another sheet in the drawing.
• Copy - To place a copy of the table on the clipboard
• Move to - (Border frame, Border zones, Title block, Drawing)
• Bring to front - Bring the selected table to the forefront of the display
• Send to back - Send the selected table to the background of the display
• Switch to <appropriate tab> - To open the tab containing the Bill of Materials data
• Move to sheet - To move a table (or a split table) to another, existing, sheet of the drawing. You can open the Sheets panel to view the location of the BOM table and also drag/drop it to another sheet if you wish:

  

  Right-click on the BOM in the list to access the context menu, including Properties, Switch to BOM (opens the Assembly tab in which the BOM originated), and Delete:

  

• Clear selection - Unselect the currently selected table
• Zoom to fit - Zoom the drawing to fit in the window
• Delete - Delete the currently selected table

Once the table is inserted you are able to:

• Use Shift+click to select more than one cell.
• To select a row, click the first cell and Shift+click the last cell in the row.
• To select a column, click the first cell and Shift+click the last cell in the column.
• Click and drag a corner to resize the table.

Formatting the table

• You are able to right-click in the table and select Size and choose from resizing Columns equally and resizing Row equally. Click and drag a horizontal or vertical midpoint to resize the table.

  

• To resize the rows and columns on both sides of the cell edge, without resizing the table, hover your cursor over the top or right cell edge, and when the cursor changes to a double-sided arrow, click and drag the line and drop it in the new location. To resize only the row or column of the selected cell, and have the rest of the table resize, hover your cursor over the bottom or left cell edge, and when the cursor changes to a double-sided arrow, click and drag the line and drop it in the new location.

  

  Resizing both columns on either side of the dividing edge, without resizing the table (left two images), and resizing only the selected cell's column and having the rest of the table resize accordingly (right two images).

• To resize the column width or row height numerically, select a cell, right-click and select Resize to open the Resize dialog. Enter the new Column width and Row height measurements.

  

• You can click on the mid-points of a table to automatically size to fit the contents of the table.
• Single-click in a table cell or row to activate the BOM table toolbox:

Cell formatting panel

Double-click in a table cell to open the cell formatting panel:

• Size columns equally - Resize all selected columns to the average width

• Size rows equally - Resize all selected rows to the average height

  You can access these commands from the context menu when at least one cell is selected:
  

• Override - Select this checkbox to override the content of the selected cell, and enter a new value in the cell formatting panel. Press Enter to accept the edit, and then press to close the dialog. When the content of a cell is overridden, a black triangle indicator is displayed at the bottom left corner of the cell, and a tooltip indicates the cell is overridden when hovering your mouse over the cell:

  

  • A BOM line item must have a Part Number assigned before you can override its properties in the table. If the contents of a cell cannot be overridden, the Override checkbox and label are grayed out.

  • If multiple cells are selected, the content of the cells and the Override checkbox are not displayed.

All other text formatting commands are the same as those found in the Note panel.

Right-click the edge of the table and select Delete. You can also delete a BOM table from the Sheets panel: right-click the BOM in the Sheets panel, and select Delete.

Once a BOM table is placed in a drawing, you can replace it with another BOM table if you wish:

1. Open the Sheets panel and locate the listing for the BOM table you wish to replace:

   

2. Right-click on the listing and select Replace.
3. In the Insert dialog that appears, select the Assembly whose BOM you wish to insert:

   

4. The BOM is replaced with the BOM of the selected Assembly.
5. The views associated with the BOM are also replaced to reference the selected Assembly.

Select the table, then right-click and select BOM table properties to open the Properties dialog for that table:

Click the Reference link to open the tab containing the original BOM data.

Select:

• BOM type - For Onshape BOMs:
  • Flattened (no assembly hierarchy shown)
  • Structured (assembly hierarchy shown)
• Order:
  • Top to bottom - (Default) Header at top of table and rows in the order in which they appear in the BOM app.
  • Bottom to top - Header at bottom of table and rows in reverse order as they appear in the BOM app.

You can select a BOM template (if your administrator has enabled and supplied templates) from the Template dropdown.

To adjust which corner of the table is your fixed corner, click your preferred option at the bottom of the BOM table properties dialog: