只能在(Part Studio 或装配体中的)浏览器上创建配置。有关更多详细信息,请参见使用配置。有关在装配体中创建配置的信息,请参见装配体配置。
Create part families by creating variations of an entire Part Studio or specific part. You can configure any feature or input value and even part properties, custom part properties, face and part appearance, and sketch text. For example, can configure the depth of an extrude feature, the application of a fillet feature, the faces selected for a fillet, the FeatureScript of a custom feature, and part numbers, colors, and materials.
All of the features and inputs you configure in one Part Studio are referred to as a configuration. Each Part Studio can have one configuration. You can, however, create multiple configuration inputs within one configuration. This is especially helpful when the feature or input values you want to configure are not necessarily related to each other. For example, when the length and diameter of a part are not related to whether a fillet is applied, you can use two configuration inputs. This allows more flexibility and can aid in keeping each configuration input from becoming unnecessarily complicated.
The configuration inputs you define in a Part Studio become options in the Insert dialog when you are inserting parts into an assembly or drawing. For example, you can create a configuration input to place a flange at either the top or the left side of a sheet metal part. When inserting the sheet metal part into an assembly, you select not only the part, but the configuration of the flange:
当多个人在同一文档中工作时,每个人都会看到自己选择的配置,但在跟随模式下工作时除外,那时,跟随者会看到引领者选择的配置。
Below is a diagram of terminology, an explanation of the basic steps for creating a configuration with a single configuration input in Onshape, and then an explanation of creating additional configuration inputs in the same Part Studio. There are also explanations for configuring part properties within any configuration input, and for other ways of working with your configurations.
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配置只能在浏览器(在 Part Studio 或装配体中)中创建。通过创建整个 Part Studio 或特定零件的变体来创建零件族。您可以配置任何特征或参数值,甚至是零件属性、自定义零件属性、面和零件外观,以及草图文本。例如,您可以配置拉伸特征的深度、圆角特征的应用、为圆角选择的面、自定义特征的 FeatureScript 以及零件编号、颜色和材料。
您在一个 Part Studio 中配置的所有特征和参数都属于一个配置。每个 Part Studio 可以有一个配置;但是,您可以在一个配置中创建多个配置输入。
当您将零件插入装配体或工程图时,您在 Part Studio 中定义的配置输入将变成“插入”对话框中的选项。
在此示例中,创建了两种配置:新的钣金厚度配置和替代法兰配置。将模型置于工作区后,单击“配置”图标以打开“配置”面板。单击“配置 Part Studio”按钮。输入 “Sheet thickness”(钣金厚度)作为配置名称。单击选项卡以创建新行,然后输入 “Alternate flange”(替代法兰)作为第二个配置名称。每行都是不同的配置。
选择“钣金厚度”这一行后,单击“配置特征”按钮。在“特征”列表中双击包含该参数的特征。选择参数以用黄色虚线勾勒出轮廓,在本例中为“钣金厚度”参数。在表中会为该参数创建一个新列。双击表格单元格,然后提供一个新值。接下来,选择“替代法兰”配置行,使用“法兰”特征执行相同操作,并在表中提供“距离”和“折弯角度”的替代值。
若要使用模型测试输入,请单击“特征”列表的“配置”区域中的下拉箭头,然后选择新配置以查看结果。模型使用新的输入参数进行更新。
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通过工作区中的模型或草图,打开“配置”面板:
- 单击图形区域右侧的
(视图立方体下方):
-
The Configuration panel opens:
- 单击
(如上所示)打开表格:
默认情况下,“配置”左侧的插入符号会展开(显示在蓝色箭头的右侧),当您完成面板的某个部分后,单击插入符号可收拢该部分。
- 单击第一行将其激活,并在“名称”列中输入所输入内容的名称。例如,要将法兰应用于钣金零件的不同侧,您可以将行命名为“上部”、“左侧”、“右侧”。使用 Tab 键从一行移动到下一行。
活动的行用行左侧的蓝条来指示。
- 若要为指定行配置输入值,请单击
。
- Open the feature that contains the input (click it in the Feature list) and select the input. The input is then outlined with a broken yellow line and a new column is created for that input in the table.
For example, to configure the side of the sheet metal part to attach the flange, open the flange feature and select the Edges or side faces to flange selection. Notice the new column in the table:
The column name defaults to the feature name (as a top-level heading) plus the field name (as the subordinate-level heading), in this case Extrude 1 is the Feature name and Faces and sketch regions to extrude is the field name.
将鼠标悬停在特征对话框中的输入框上,查看可以配置哪些输入。将鼠标悬停在可用于配置的输入上方时,这些输入将以黄色亮显。
- To edit a configured parameter:
- 如果输入是已输入的值,请单击表格中的行并输入新值。
- 如果输入是对话框中的一项选择,请双击表格中的行以打开特征对话框。例如:在第一行中单击 1 个图元。
特征对话框中的相应输入框以蓝色亮显。针对此输入,在模型(或草图)上进行选择。
- 完成定义配置后,单击“特征”对话框上的复选标记将其关闭。
- Repeat step 6 through 8 for each row (input).
- Repeat steps 5 through 8 to add another column (parameter) to the input.
- 要使用模型测试输入,请在配置下的特征列表中,使用向下箭头从菜单中进行选择:
模型应该相应地更新。如果未更新,请检查设计意图的模型和配置定义以进行精确选择。
交叉参考配置的特征
将光标悬停在配置的表格中的特征上可在模型空间中查看该特征(如下所示):
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A Part Studio configuration can contain one or more configuration inputs. The steps above explain how to create a list type configuration input which results in a list of configuration choices when inserting a part into an assembly or drawing. You can create more than one of these configuration inputs (to keep one input from becoming too complicated or duplicating inputs) and also create different types of inputs. Other types of inputs you can configure are Configuration variable and Checkbox. You can also paste inputs from another Part Studio or Assembly in the current document or an external document.
Once you have a configuration input defined (using the steps above), you can create additional configuration inputs using the button at the bottom of the Configuration panel:
When creating configuration inputs, you can specify the type of input to add:
- List - Creates a list of feature inputs in the Part Studio and presents as a list of selections when inserting the part (or parts) into an Assembly or Drawing. (This type is explained above.)
- Checkbox - Creates a checkbox to turn features on or off, like fillets and chamfers, and suppress or unsuppress features. This type presents a checkbox to check/uncheck during insertion time. Once created, use the +Configure features button to select the associated feature/s.
- 配置变量 - 创建可用于任何特征和 FeatureScript 中的变量。变量的类型包括:长度、角度、整数、实数和文本。在插入时输入变量的值。
- Paste inputs - Paste inputs from another Part Studio or Assembly in this document or another document. See Copying and pasting inputs.
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以这种方式创建时,会显示一个“列表输入”对话框。您为配置输入提供的名称将成为系统中的变量。这与使用上面使用基本步骤创建的名称不同;该名称不是系统中的变量。
- Click the
button.
- 在列表输入中,输入配置输入的名称。
“默认”作为第一个选项名称提供,您可以单击它以进行更改。
- 为列表表格的第一列输入其他选项名称。使用 Tab 键添加选项名称。
- To configure an input parameter for each option (the selected option is indicated by a vertical blue bar to the left of the name), click
.
- Open the feature that contains the parameter (click it in the Feature list) and select the parameter. The parameter is then outlined with a broken yellow line and a new column is created for that parameter in the configuration input.
将鼠标悬停在特征对话框中的输入框上,查看可以配置哪些输入。将鼠标悬停在可用于配置的输入上方时,这些输入将以黄色亮显。
- To configure each parameter, double-click on the row in the table. For example: double-click 1 selection in the first row.
The appropriate field in the feature dialog is highlighted in blue. Make your selection on the model (or sketch) for this input.
- 完成定义配置后,单击对话框上的复选标记将其关闭。
- 对于每一行,重复步骤 6 至 8。
- 重复步骤 5 到 8,向表中添加另一个特征输入。
- 要使用模型测试输入,请在配置下的特征列表中,使用向下箭头从菜单中进行选择:
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- Click the arrow to the right side of the
button.
- Select
:
- 为输入输入一个名称。
配置输入有一个列,其中包含一个未选中复选框行和一个已选中复选框行:
- To configure a parameter, click
.
- Open the feature (click it in the Feature list) that contains the parameter and select the parameter. The parameter is then outlined with a broken yellow line and a new column is created for that parameter in the table. (Parameters that are configured in another input are outlined with a broken yellow line and are unavailable for configuration.)
In this example, Unsuppressed is selected as a configuration input parameter.
- Click
to close the feature dialog.
- In the configuration input, the parameter column has two rows, both with checked check boxes. Uncheck the check box next to the unchecked box in the first column so the table resembles this:
在特征列表上的配置列表中,此配置输入显示一个复选框,以打开(取消抑制)或关闭(抑制)拉伸。
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- Click the arrow to the right side of the
button.
- Select
.
- 输入变量输入的名称(这将成为系统中的实际变量,通过使用 #<variable-name> 进行参考)。
- 选择变量类型:长度、角度、整数、实数、文本。文本可以是可以在自定义 FeatureScript 中使用的任何类型的文本。
- 为您所选的变量类型,输入值。
- 单击复选标记以保存您的定义。
- 将变量应用至特征:
- 双击特征列表中的特征,以将其打开。
- 对于草图,您可以右击尺寸,选择“配置尺寸”,然后选择配置或设置为#<variable-name>
- 关闭特征对话框。
- 通过在页面左侧特征列表上方的“配置”列表中选择值来测试该值:
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Once a configuration is created, you can use the menu to act on it in the Part Studio:
- Copy table - Copy the entire configuration input, You can then paste it into a spreadsheet for record-keeping or editing. You can likewise paste from a spreadsheet back into a configuration input. See Copying and pasting input values and parameters
- Copy input - Copy the input and values (rows). You can then paste it into another Part Studio or Assembly's Configuration panel, and add parameters using the Copy table command. See Copying and pasting inputs.
- Copy all inputs - Copy all the inputs and values (rows) in the Configuration panel. You can then paste it into another Part Studio or Assembly's Configuration panel, and add parameters using the Copy table command. See Copying and pasting inputs.
- Move up/down - Reorder the input in the Configuration panel.
- Rename - Rename the configuration input.
- Edit FeatureScript IDs - This dialog will change the internal FeatureScript identifiers of the configuration input. Click inside the dialog boxes to change IDs. When finished, select Break reference and change IDs in the lower right corner.
此对话框通常仅在您需要在自定义 FeatureScript 特征中构建 Part Studio 时才有用。
- 从特性中排除 – 请参见排除影响特性的配置。
- 可见性条件 - 请参见设置可见性条件。
- 删除 - 选择此操作可立即删除配置输入;不发出警告。
对于所有表,使用环境菜单(右键单击)对行或列进行操作:
- Switch to - When right-clicking a row that is not the currently selected input, the menu item is prefaced with Switch to a different input.
- Set as default - When right-clicking a row that is not currently the default input, set it as the new default.
- Duplicate row - Create a duplicate row; this is especially convenient when preparing to paste a new input into this one. See Copying and pasting tables into and out of Configuration Inputs below, for more information.
- Move up - Move the selected row up one row.
- Move down - Move the selected row down one row.
- Rename - Rename the input.
- 删除行 - 删除所选行。
您可以单击并拖动表格中的单个列边来调整它们的大小。如果已堆叠列标签,请单击并拖动底部标签,如上图中蓝色箭头所示。
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您可以调整配置输入参数可见的条件。
考虑一个带有两个配置输入的零件:高度和宽度。
默认情况下,任意高度的零件可以将宽度设置为任意值。但是,假设超宽度仅适用于“较高”高度。在这种情况下,我们可以设置“宽度”输入参数可见的条件。
- In the Configuration panel, click the configuration's three-dot button, and select Visibility conditions from the menu.
“配置可见性条件”对话框打开。右侧面板显示当前选定配置的预览。您可以在此面板中更改所选选项以预览您的设置。 - 单击“添加条件”。
- 单击第一个下拉菜单,然后选择应控制此输入参数可见性的参数。在此示例中,我们将选择“高度”输入参数。
- 单击第二个下拉菜单,然后选择输入参数可用的条件。在此示例中,“宽度”输入参数仅适用于“较高”高度。右侧的预览会更新以反映您的选择。在下图中,您可以看到“宽度”输入参数不再适用于“较低”高度。
- 单击“保存”。现在,“宽度”输入参数仅在选择“较高”高度时可见,“宽度”输入参数表显示可见性条件图标
。
设置多个条件
配置条件是累加的;如果我们在上面的示例中添加第三种配置并设置下图所示的条件,则“大圆角”选项将仅适用于同时具有“较高”高度和“超宽”宽度输入参数的零件。
当将“较高高度”设置为“默认宽度”时,“圆角”配置将被隐藏。
配置输入参数只能控制“配置”面板中显示在其下方的输入的可见性。在我们的示例中,“宽度”输入参数可以由“高度”输入参数控制,但不能由“圆角”输入参数控制。
提示
-
您设置的可见性条件可在所有“插入”对话框中找到(即,将配置的零件插入到装配体中时)。
-
隐藏的输入参数始终有其默认值。在上面的示例中,即使未设置宽度选项,“较低高度”和“中等高度”的零件也具有“默认宽度”。
-
(仅限零件和 Part Studio):已从特性中排除的配置输入只能控制其下方其他输入的可见性,这些输入参数也已从特性中排除。在下面的示例中,如果将“宽度”排除在特性中(由图标
指示),则只有当“圆角”也从特性中排除时,它才能控制圆角的可见性。
- 使用“配置可见性条件”对话框中的“输入”下拉菜单来查看其他输入参数。您可以选择“所有输入”来查看所有可用输入参数。
- 您可以将配置可见性条件对话框的预览部分用作操场来测试您的配置。
- 选中“显示隐藏的输入参数”复选框以在“配置可见性条件”对话框中显示灰色的输入参数。
-
单击配置选择器中的
打开所有输入参数的“配置可见性条件”对话框。单击配置面板中的
以打开该输入参数的对话框。
-
对可见性条件所做的更改会自动反映在引用配置元素的所有现有文档中。
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You can copy and paste a configuration input into and out of a Part Studio or Assembly. This makes it quick and easy to share configurations between designs.
-
Open the Configuration panel in the Part Studio or Assembly that contains the input to copy.
-
Click the input's three-dot menu and select Copy input or Copy all inputs.
-
Open the Configuration panel in the Part Studio or Assembly to paste the input.
-
Click the arrow next to Configure Part Studio/Assembly and select Paste inputs.
The inputs are inserted into the Configuration panel. -
Select the parameters to configure from the new Part Studio or Assembly. Continue reading to learn how to now copy input values and parameters into the input tables.
Notes:
- You can copy and paste configuration inputs: between Part Studios and Assemblies, within the same document, and between different documents.
- All names, visibility conditions, FeatureScript IDs, and variable definitions are copied with the input.
- Copied inputs are available until the user logs out.
- References between the copied input and pasted input are NOT maintained; after pasting, changes to the original configuration input are NOT reflected in the pasted inputs.
- Pasted visibility conditions are automatically repaired (removed) if the target configuration does not have all the inputs needed to compute the visibility.
- Configuration inputs with the same internal FeatureScript IDs are not pasted. To fix this, you can delete the configuration input with the same internal FeatureScript ID and paste again.
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You can copy and paste into and out of a configuration, to aid in entering or editing values.
To copy values and parameters:
- Open the
menu in the upper right corner, next to +Configure features.
- Select Copy table:
- Once you have copied the table, you can paste it into a spreadsheet:
Note that the column names also come in with the table, as shown above. Now you can edit the table and copy/paste it back into Onshape:
- Select just the rows and columns with data (not the column names or headings), as shown in blue below:
You can also pad your table with extra empty rows, if you wish. Just include the extra rows in the spreadsheet when selecting for the copy command.
- Issue a Copy command.
- In the Onshape Configuration table, click the top, left cell of the table.
- Issue a keyboard Paste command:
Onshape automatically replaces whatever data was in the rows and columns of the configuration input table with the data that was copied. Onshape also includes the default units for each input, automatically.
Note that if there are more rows copied from the spreadsheet than are in the Onshape configuration input table, those rows are included in the paste. Onshape creates the rows on the fly.
However, if there are more columns copied from the spreadsheet than are in the Onshape configuration input table, those columns are not included in the paste. Onshape does not yet create columns on the fly. You can, however, create additional columns (parameters) in the configuration table before pasting.
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Onshape 还有一种机制,可以直接从“配置”面板配置您之前定义的每个配置输入和选项的零件属性。可配置的属性包括:零件名称、材料、外观、说明、零件编号、供应商、项目、产品线、标题 1、标题 2 和标题 3。如果您有 Professional 或 Enterprise 帐户,还可以配置自定义特性。
若要配置零件属性:
- With an existing configuration input in the Configuration panel, click
at the top of the panel (shown below to the left of the blue arrow):
- Click
.
- Select the part property you wish to configure (custom part properties are included in the list). (This example uses Appearance.)
A configuration is created with the previously selected configuration input in the first column and the part property in the second column:
- 在“配置”列中,使用向下箭头从配置选项列表中进行选择。
- 在“外观”列(零件属性)中,双击以打开一个对话框,从中选择值(在本例中为“外观编辑器”)。
- 选择或指定值,并使用您的选择填充表格。
- Click
to close the property dialog and accept the value.
- To add more part properties for another configuration, click
.
- Select a new configuration parameter from the first column.
- 在“外观”列(零件属性)中,双击以打开一个对话框,从中选择值。
- 选择或指定值,并使用您的选择填充表格。
- 单击以关闭属性对话框并接受该值。
- Repeat as necessary to configure the part properties for the necessary configurations.
请注意,在配置零件号并开启零件号自动生成功能时(通过 Professional 版公司设置 > 编号方案 或企业设置 > 编号方案),您可以右键单击该列并选择生成下一个零件号:
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Some configuration tables can be excluded from properties. This is useful when you don't want to repeat configuration inputs in the Configured properties table. Excluded configurations are treated as always having their default values.
例如,以弹簧为例。弹簧的直径和高度均有配置可供选择。
Whether or not the spring is compressed impacts geometry, but not part number; it is the same part when it's compressed and uncompressed. To specify that all part numbers should be assigned irrespective of spring height, you would have to individually add each input to the Configured properties table and specify the part number for each.
为每种配置可能性设置零件编号。
If you instead exclude the Compression configuration from the properties, you can specify part numbers based only on diameter:
压缩配置表不包括在配置的特性表中。无论弹簧高度如何,都将设置零件编号。
从零件的特性中排除配置
-
In the Configuration panel, click the configuration's three-dot button, and select Exclude from properties from the menu. The Excluded from properties icon
appears next to the configuration's name.
将排除的配置添加回零件的属性中
-
In the Configuration panel, click the configuration's three-dot button, and select Include in properties from the menu.
将配置的零件插入到装配体中
将具有排除配置的零件插入到装配体中时,您将在该零件旁边看到“从属性中排除”图标。
发布排除配置的零件
发布排除配置的零件时,您将在创建发布候选对话框中看到“从属性中排除” 图标。
注释
- 排除配置被视为始终使用其默认值。发布套件和修订参考将始终使用这些默认值。
- 物料清单 (BOM) 和发布管理将仅在排除的配置上存在差异的零件视为相同的零件。
- 如果发布了具有排除配置的某些内容,则该配置的所有值均被视为已发布。
- 排除配置仍将包含在:
- 几何图元计算
- 计算的特性
- 质量特性工具
- 如果您发现物料清单中提供的质量与“质量属性”工具中提供的质量之间存在差异,则可能是由于物料清单中忽略了某些配置所致。
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您可以使用在 Part Studio 中创建的配置输入来测试结果,并使用该信息来调整设计意图。但是,创建配置输入的主要目的是为生产工作流程(如创建装配体和工程图)中使用的零件提供选项。
若要在 Part Studio 中测试配置,请使用征列表顶部的“配置”区域选择配置输入,查看它们如何影响 Part Studio 中的零件:
浏览器上的 Part Studio 中特征列表的“配置”部分的示例
Android 设备上的 Part Studio 中特征列表的配置部分(下拉菜单处于打开状态)的示例
iOS 设备上 Part Studio 中特征列表的“配置”部分示例
将零件插入装配体或工程图时,在插入过程中,直接在所有平台(浏览器、iOS 和 Android)的“插入”对话框中选择所需的输入:
浏览器上的插入对话框,如上所示
Android 设备上的插入对话框,如上所示
iOS 设备上的插入对话框,如上所示
In an Assembly, configured parts are indicated by the icon in the Instances list:
有关其他学习中心资源,请参阅:自定进度课程 > 配置。您还可以在此处阅读学习路径课程:零件配置简介(需要 Onshape 帐户),以及此处的技术简报文章:参数变量与配置变量(需要 Onshape 帐户)。