配置

通过工作区中的模型或草图，打开“配置”面板：

1. 单击图形区域右侧的 （视图立方体下方）：

   

2. 配置面板将打开：

   

3. 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。

4. 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。

5. 要配置所指示行的参数值，请单击 。
6. 打开包含参数的特征（在特征列表中单击它），并选择该参数。然后将参数用黄色虚线表示，并为表格中的该参数创建一个新列。

   例如，要配置钣金零件的侧面以连接法兰，请打开法兰特征，然后选择边或侧面以为选择的项目创建法兰。请注意表中的新列：

   

   列名称默认为特征名称（作为顶级标题）加上输入框名称（作为从属级别标题），在这种情况下，拉伸 1 是特征名称，而要拉伸的面和草图面域是输入框名称。

   将光标悬停在特征对话框中的输入框上，查看可以配置的参数。将光标悬停在可供配置的参数上面时，这些参数以黄色亮显。

7. 编辑参数的配置实例：
   1. 如果参数是输入值，请单击表格中的行并输入新值。
   2. 如果参数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。针对此参数，在模型（或草图）上进行选择。

8. 完成定义配置后，单击“特征”对话框上的复选标记将其关闭。
9. 对于每一行，重复步骤 6 至 8。
10. 重复步骤 5 至 8，以向表中添加其他特征参数。
11. 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）：

Part Studio 配置可以包含一个或多个配置输入。上面的步骤解释了如何创建列表类型配置输入，当将零件插入到装配体或工程图时，这个输入会产生配置选项列表。您可以创建多个这些配置输入（以防止一个输入变得太复杂或复制参数），并且还可以创建不同类型的输入。您可以配置的其他类型的输入是配置变量和复选框。

在您（使用上述步骤）定义配置输入后，您可以使用“配置”面板顶部的 按钮向其中添加配置输入，或使用“配置”面板底部的 按钮创建其他配置输入：

创建配置输入时，您可以选择类型：

• 列表 - 在 Part Studio 中创建一个特征参数表，并在将一个或多个零件插入到装配体或工程图中时，作为选项列表显示。（这种类型在上面也有说明。）
• 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。
• 复选框 - 创建用于打开或关闭特征（如圆角和倒角）或用于抑制或取消抑制特征的复选框。此类型显示在插入时间内选中/取消选中的复选框。创建复选框后，使用“+配置特征”按钮选择关联的特征。

遵循逐步说明。

Once a configuration is created, you can use the menu to act on it in the Part Studio:

• Copy table - Copy the entire Input table, you can then paste the table into a spreadsheet for record-keeping or editing. You can likewise paste from a spreadsheet back into a configuration Input table.
• Rename - Select this action to rename the configuration input.
• Edit FeatureScript IDs - This dialog will change the internal FeatureScript identifiers of the input Configuration. Click inside the dialog boxes to change IDs. When finished, select Break reference and change IDs in the lower right corner.

  

  This dialog is typically only useful if you need to build a Part Studio inside a custom FeatureScript feature.

• Delete - Select this action to immediately delete the configuration input; no warning is given.

For all tables, use the context menu (right-click) to operate on rows or columns:

• Switch to - When right-clicking a row that is not currently selected Input, you have the menu item prefaced with Switch to a different Input.
• Set as default - When right-clicking a row that is not currently the default Input, select this to set it as the new default.
• Duplicate row - Create a duplicate row; this is especially convenient when preparing to paste a new table 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 level in the table.
• Move down - Move the selected row down one level in the table.
• Rename - Rename the Input.
• Delete row - Delete the selected row.

You can click and drag individual column edges in the table to resize them; in the case of stacked column labels, click and drag the bottom label, indicated in the illustration above by the blue arrow.

Onshape has a mechanism for also configuring part properties for each of the configuration inputs and options you have previously defined, directly from the Configuration panel. The properties available to be configured include: Part name, material, appearance, description, part number, vendor, project, product line, title 1, title 2 and title 3. If you have a professional or enterprise account, you can also configure custom properties.

To configure a part property:

1. 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):

   

   

2. Click .
3. Select the part property you wish to configure (custom part properties are included in the list). (This example uses Appearance.)

   A table is created with the previously selected configuration input in the first column and the part property in the second column:

   

4. In the Configuration column, use the down arrow to select from the list of configuration options.
5. In the Appearance column (part property), double-click to open a dialog from which to select the value (in this case, the Appearance editor).
6. Select or specify the value and the table is populated with your choice:

   

7. Click to close the property dialog and accept the value.
8. To add more part properties for another configuration option, click .
9. Select a new configuration option from the first column.
10. In the Appearance column (part property), double-click to open the dialog from which to select the value.
11. Select or specify the value and the table is populated with your choice.
12. Click to close the property dialog and accept the value.

    

13. Repeat as necessary to configure the part properties for the necessary configuration options.

Note that when configuring part numbers and you have automatic part number generation turned on (through your Professional Company settings > Numbering schemes or Enterprise settings > Numbering schemes), you can right-click in the column and select Generate next part number:

You are able to use the configuration inputs you create in the Part Studio to test the results and use that information to tweak design intent. However, the main point of creating configuration inputs is to provide options for the parts you use during production workflows like creating Assemblies and Drawings.

To test configurations in Part Studios, use the Configurations area at the top of the Feature list to select configuration input parameters to see how they affect the parts in the Part Studio:

Example of the Configurations section of the Feature list in a Part Studio on browser

Example of the Configurations section of the Feature list in a Part Studio on an Android device with the dropdown open

Example of the Configurations section of the Feature list in a Part Studio on an iOS device

When inserting parts into Assemblies or Drawings, select the desired inputs directly in the Insert dialog during the insertion process, on all platforms (browser, iOS and Android):

Browser insert dialog, above

Android insert dialog, above

iOS insert dialog, above

In an Assembly, configured parts are indicated by the icon in the Instances list:

You can copy and paste into and out of a configuration input table, to aid in entering or editing input values.

To copy a configuration input table:

1. Open the menu in the upper right corner, next to +Configure features.
2. Select Copy table:

   

3. 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:

1. 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.

2. Issue a Copy command.
3. In the Onshape Configuration table, click the top, left cell of the table.
4. 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 parameter, 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 (configured features) in the configuration table before pasting.

Some configurations can be excluded from properties. This is useful when you don't want to repeat configuration options in the Configured properties table. Excluded configurations are treated as always having their default values.

For example, consider a spring. Configurations are available for both the spring's diameter and height.

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 add each configuration option to the Configured properties table and specify the part number for each.

Part number set for each configuration possibility.

If you instead exclude the height configuration from the properties, you can specify part numbers based only on diameter:

Height configuration excluded from the Configured properties table. Part numbers will be set regardless of spring height.

Excluding a configuration from the part's properties

1. In the Configuration panel, click the three-dot button next to the configuration, and select Exclude from properties from the menu. The Excluded from properties icon appears next to the configuration's name.

   

Adding an excluded configuration back to a part's properties

1. In the Configuration panel, click the three-dot button next to the configuration, and select Include in properties from the menu.

   

Inserting a configured part into an assembly

When inserting a part with excluded configurations into an assembly, you'll see the Excluded from properties icon next to the part.

Releasing a part with excluded configurations

When releasing a part that has excluded configurations, you'll see the Excluded from properties icon in the Create Release candidate dialog.

Notes

• Excluded configurations are treated as always having their default values. Release packages and revision references will always use those default values.
• Parts that only differ in excluded configurations will be treated as the same part by the Bill of Materials (BOM) and release management.
• If something with an excluded configuration is released, it is considered released for all values of that configuration.
• Excluded configurations will still be included in:
  • Geometry calculations
  • Computed properties
  • The Mass Properties tool
• If you see discrepancies between the mass provided in the BOM and the mass provided in the Mass Properties tool, it is likely due to some configurations being ignored in the BOM.