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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.
- Click .
- Select to insert a Bill of Materials from the currently active document, or another document.
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:
- If you are part of a company or enterprise and your administrator has added BOM table templates, you can select one from the Template dropdown.
- 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).
- 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:
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 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.
- 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.
- The current document or Other documents
- If a document contains released parts, the Release filter is present; use this filter to display only data that has been released.
- Select which corner of the table to set as your fixed corner at the bottom of the table (as shown below).
- Click in the drawing space to place the Bill of Material 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.
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 flyout 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.
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:
All of the text formatting commands available in the Note panel are also available in the cell formatting panel.
Right-click the edge of the table and select Delete. You can also delete a BOM table from the Sheet flyout: right-click the BOM in the Sheets flyout, and select Delete.
Once a BOM table is placed in a drawing, you can replace it with another BOM table if you wish:
- Open the Sheets flyout and locate the listing for the BOM table you wish to replace:
- Right-click on the listing and select Replace.
- In the Insert dialog that appears, select the Assembly whose BOM you wish to insert:
- The BOM is replaced with the BOM of the selected Assembly.
- 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.
- BOM type - For Onshape BOMs:
- Flattened (no assembly hierarchy shown)
- Structured (assembly hierarchy shown)
- 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 table: