組態

在工作區中有模型或草圖的情況下，開啟「組態」面板：

1. Click the Configuration panel icon ( ) below the View cube.

2. The Configuration panel opens. Click Configure Part Studio to add an input:

   

   根據預設，「組態」左側的插入符號是展開的 (上圖中藍色箭頭的右邊)，當您完成面板該部分的操作時，按一下插入符號來摺疊該部分。

3. Click in the first row to activate it, and enter the input value names in the first column. The active row is indicated by a blue bar to the left of the row. Press Tab to move to the next row.
   
   In this example, we'll enter the names for our three possible configurations: Short, Medium, and Tall.

   

4. To configure a feature for the selected input value, click Configure features.
5. In the Features list, click the feature to configure and select the parameter. The parameter is outlined with a broken yellow line and a new column is created for that parameter.

   In this example, we'll click the Extrude feature in the Features list, and select the Depth parameter in the Extrude dialog. The parameter is highlighted in yellow in the dialog, and a new column appears in the table.

   

   The column name defaults to the feature name (as a top-level heading) plus the parameter name (as the subordinate-level heading), in this case Extrude 1 is the Feature name and Depth is the field name.

   將游標移動到特徵對話方塊中的欄位上暫留，查看可以組態設定那些參數。當您移動暫留游標時，可供組態使用的參數會以黃色強調顯示。

6. 編輯已組態參數：
   • To edit a value, double-click it, and enter the new value.
     In this example, we'll set the depths for our three input values:

     

   • To edit a selection in a dialog, double-click the configured parameter in the table to open the feature dialog.

     The parameter in the feature dialog is highlighted in blue. Remove any unwanted selections, and make your new selections on the model or sketch. Click the green check mark in the feature dialog to close it.

     

7. When finished defining the configurations, click the Done button in the yellow banner
8. To add another parameter (column) to the input, repeat Steps 4-7.
9. To test the inputs with the model, under Configurations in the left panel, use the down arrow to select from the menu:

   

模型應會相對應地更新。如果沒有，請檢查模型確定有正確傳達設計意圖，並已為組態定義做出正確的選擇。

交互參考已組態特徵

將游標移動至組態表格中的特徵上暫留以在模型空間中查看特徵 (如下圖所示)：

一個 Part Studio 組態可包含一或多個組態輸入項。上方的步驟說明如何建立清單類型的組態輸入項，這樣會在將零件插入至組合件或工程圖時，產生一個組態選擇項的清單。您可以建立多個這種組態輸入項 (以避免一個輸入項變為過於複雜或重複了輸入項)，同時建立輸入項的不同類型。其他您可以設定的輸入項類型是「組態變數」與「核取方塊」。您也可以貼上來自目前文件或外部文件中另一 Part Studio 或組合件的輸入項。

在您定義組態輸入項之後 (使用上述的步驟)，可以使用「組態」面板底部的 按鈕來建立其他的組態輸入項：

在建立組態輸入項時，您可以指定要加入的輸入項類型：

• 清單 - 建立 Part Studio 中特徵輸入項的清單，當將一或多個零件插入至組合件或工程圖中時，會以選取項目清單的形式出現 (上方說明的即是此種類型)。
• 核取方塊 - 建立核取方塊來開啟或關閉特徵 (例如圓角與倒角)，也可以用來抑制或取消抑制特徵。此種類型代表插入時核取/取消核取一個核取方塊。一旦建立核取方塊之後，請使用「+組態特徵」按鈕來選擇相關的特徵。
• 組態變數 - 建立可用於 FeatureScript 中任何特徵的變數。變數的類型可包括：長度、角度、整數、實數或文字。請在插入時輸入變數的值。
• 貼上輸入項 - 貼上來自這個文件或另一文件中其他 Part Studio 或組合件內的輸入項。請參考複製與貼上輸入項。

在建立組態之後，您可以使用 功能表來在 Part Studio 中操作：

• 複製表格 - 複製整個組態輸入項，然後您可以將其貼入試算表中來保存記錄或編輯。您也可以從試算表中將其貼回至組態輸入項。請參考複製與貼上輸入項值及參數
• 複製輸入項 - 複製輸入項和跟值 (列)，然後您可以將其貼入至另一 Part Studio 或組合件的「組態」面板中，然後使用「複製表格」的指令來加入參數。請參考複製與貼上輸入項。
• 複製所有輸入項 - 複製在「組態」面板中的所有輸入項與值 (列)，然後您可以將其貼入至另一 Part Studio 或組合件的「組態」面板中，然後使用「複製表格」的指令來加入參數。請參考複製與貼上輸入項。
• 上移/下移 - 在「組態」面板中重新調整輸入項的順序。
• 重新命名 - 重新命名組態輸入項。
• 編輯 FeatureScript IDs - 這個對話方塊會變更組態輸入項的內部 FeatureScript 識別碼。在對話方塊內按一下來變更 ID。完成時請選擇右下角的 [斷開參考並變更 IDs]。

  

  這個對話方塊通常是在需要於自訂 FeatureScript 特徵內部建立 Part Studio 時才有用。

• 從屬性中排除 - 請參考從受影響的屬性中排除組態。
• 顯示情形條件 - 請參考設定顯示情形條件。
• 刪除 - 選擇這個動作來立即刪除組態輸入項；系統不會發出任何警告。

對於所有表格，請使用環境選單 (按滑鼠右鍵) 進行對列或欄的操作：

• 切換至 - 當在非目前所選輸入項的列上按右鍵時，功能表項目會顯示開端為切換至不同輸入項。
• 設為預設 - 當在非目前預設輸入項的列上按右鍵時，選擇這個選項會將該列設定為新的預設。
• 複製列 - 建立重複的列；在準備要將新輸入項貼至這個表格時特別有用。詳細資訊請參考下方的組態輸入項表格中的表格複製與貼上。
• 上移 - 將所選的列向上移動一列。
• 下移 - 將所選的列向下移動一列。
• 重新命名 - 重新命名輸入項。
• 刪除列 - 刪除所選的列。

您可以按一下並拖曳表格中個別的欄邊線以調整欄的大小；在欄標籤堆疊的情況下，按一下並拖曳底部的標籤 (上方圖例中藍色箭頭所指)。

You can adjust the conditions under which a configuration input is visible.

Consider a part with two configuration inputs: Height and Width.

By default, a part of any height can have any width. But let's say the Extra Wide width is only available for the Tall height. In that case, we can set the conditions under which the Width input is visible.

1. In the Configuration panel, click the configuration's three-dot button, and select Visibility conditions from the menu.

   

   The Configuration visibility conditions dialog opens. The right panel shows a preview of the currently selected configurations. You can change the selected options directly in this panel to preview your settings.

   

2. Click Add condition.
3. Click the first dropdown, and select the input that should control the visibility of this input. In this example, we'll select the Height input.
4. Click the second dropdown, and select the conditions under which the input is available. In this example, the Width input is only available for the Tall height. The preview on the right updates to reflect your selections. You can see that the Width input is no longer available for the Short height in the image below.

   

5. Click Save. Now, the Width input is only visible when the Tall height is selected, and the Width input table displays the Visibility conditions icon .

   

   

   

   

Setting multiple conditions

Configuration conditions are additive; if we add a third configuration to the above example and set the conditions shown in the image below, the Large Fillet option will only be available for parts that have both the Tall height and Extra Wide width inputs.

When the Default width is set for the Tall height, the Fillet configuration is hidden.

Configuration inputs can only control the visibility of inputs that appear below them in the Configurations panel. In our example, the Width input can be controlled by the Height input, but not by the Fillet input.

Repairing visibility conditions

Visibility conditions are automatically repaired (removed) if the necessary inputs cannot be found.

For example, if the visibility of the Width input depends on the Height input, and the Height input is deleted, the visibility conditions for Width are automatically removed.

Visibility conditions for Width are calculated from the Height input.

Height input is deleted.

Visibility conditions are automatically repaired for the Width input.

提示

• The visibility conditions you set are available in all Insert dialogs (i.e., when inserting a configured part into an assembly).

• Hidden inputs always have their default value. In the example above, Short and Medium height parts have the Default width, even though no width options are set.

• (Parts and Part Studios only): Configuration inputs that have been excluded from properties can only control the visibility of other inputs below them that have also been excluded from properties. In the example below, if Width is excluded from properties (indicated by the icon), it can only control the Fillet visibility if Fillet is also excluded from properties.

  

  

• Use the Inputs dropdown in the Configuration visibility conditions dialog to view other inputs. You can select All inputs to view all inputs available.
• You can use the preview section of the Configuration visibility conditions dialog as a playground to test your configurations.
• Select the Show hidden inputs checkbox to show grayed-out inputs in the Configuration visibility conditions dialog.

  

• Click in the Configurations selector to open the Configuration visibility conditions dialog for all inputs. Click in the Configurations panel to open the dialog for that input.

• Changes made to visibility conditions are automatically reflected in all existing documents that reference the configured element.

Onshape has a mechanism for also configuring properties for each of the configuration inputs and options you have previously defined, directly from the Configuration panel. You can configure part properties or appearance properties. If you have a professional or enterprise account, you can also configure custom properties.

1. With an existing configuration input in the Configuration panel, click Configured properties at the top of the panel.

   

2. Click the Properties for drop down to select the part or appearance to configure.

   
   Parts and appearances that include configured properties are displayed with a check mark in the list:

   

3. Click Add property.
   

4. Select the property you wish to configure; properties are available for parts, appearances, and for custom properties. All the configuration inputs are added to the table.

   

5. Double-click a cell in the Property column to edit it. Press Tab to move to the next row.
   • To edit a value, type the new value and hit Enter to accept.

     

   • To edit a dialog selection, make the new selections in the dialog, then click to close the dialog.

     

6. Repeat as necessary to configure additional properties. The example below has both had part number and face appearance properties configured.

   

Note that if you have automatic part number generation turned on (through your Professional company numbering schemes or Enterprise numbering schemes), you can right-click in the Part number property column and select Generate next part number:

可以將某些組態表格從屬性中排除。當您不要在 已組態屬性表格中重複組態輸入項時相當有用。系統永遠會將經排除組態視為擁有其預設值。

例如，考慮一個彈簧零件。同時可為彈簧的直徑與高度使用組態。

彈簧是否壓縮會影響幾何，但不會影響零件編號；彈簧壓縮或不壓縮時都是同一個零件。若要不論彈簧高度來指定所有零件編號，您會需要將每個輸入項個別地加入至已組態屬性表格中，然後為每個輸入項指定零件編號。

為每個可能的組態設定零件編號。

如果您改採從屬性中排除 Compression 組態，您可以僅根據直徑來指定零件編號：

從「已組態屬性」表格中排除 Compression 組態表格。系統會不考慮彈簧高度而設定零件編號。

從零件屬性中排除一個組態

1. 在組態面板中，按一下組態的三點按鈕，然後從功能表中選擇從屬性中排除。從屬性中排除圖示 會出現在組態名稱旁。

   

將已排除組態加回至零件屬性中

1. 在組態面板中，按一下組態的三點按鈕，然後從功能表中選擇包括在屬性中。

   

將已組態零件插入至組合件中

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

發行有排除組態的零件

當發行有已排除組態的零件時，您會在建立發行候選對話方塊中看到 從屬性中排除圖示。

注意

• 系統永遠會將經排除組態視為擁有其預設值。發行套件與修訂版參考永遠會使用這些預設值。
• 材料表 (BOM) 與發行管理會將僅在排除組態中不同的零件視為相同的零件。
• 如果發行了有排除組態的項目，會視為發行了該組態的所有值。
• 系統仍會將排除的組態包括在：
  • 幾何計算
  • 已計算屬性
  • 質量屬性工具
• 如果您看到在 BOM 與質量屬性工具中所提供的質量有所差異，有可能是因為在 BOM 中忽略了某些組態。

iOS and Android support for configurations is limited to the following:

• Viewing the Configuration panel () on the right.

• Selecting between Configurations in the left side panel (above the Features list):

  

  Selecting Configurations on iOS

• (iOS only) Visibility conditions are applied, if they are present in the configuration.

You cannot create or edit configurations or visibility conditions from the iOS or Android platforms. This can only be done from the desktop (browser) platform.