Configurations are created only on a browser (in a Part Studio or an Assembly) . See Using configurations for more details. For information creating configurations in an Assembly, see Assembly Configurations.
藉由建立整個 Part Studio 或特定零件的變化型態來產生零件家族。您可以組態設定任何特徵或參數值,甚至是零件屬性、自訂零件屬性、面與零件外觀與草圖文字。例如,您可以組態設定擠出特徵的深度、圓角特徵的套用、為圓角選取的面,自訂特徵的 FeatureScript、零件編號、色彩與材料。
All of the features and parameters you configure in one Part Studio are referred to as a Configuration. Each Part Studio can have one Configuration. You are able to, however, create multiple Configuration inputs within one Configuration. This is especially helpful when the feature or parameter 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.
當您將零件插入至組合件或工程圖時,您在 Part Studio 中定義的組態輸入項會成為 [插入] 對話方塊中的選項。例如,您建立的組態輸入項會將凸緣放置在鈑金零件的上方或左側,在將鈑金零件插入到組合件中時,您不僅要選擇零件,同時要選擇凸緣的組態:
When more than one person is working in the same document, each sees their own selected configuration, except when working in Follow Mode; at that point the follower sees the configuration selected by the leader.
下方說明解釋在 Onshape 中使用單一組態輸入項來建立組態的基本步驟,接著說明如何在同一 Part Studio 中建立其他的組態輸入項,最後會說明如何在任何組態輸入項中組態設定零件的屬性。
僅能在瀏覽器版本中建立組態 (於 Part Studio 或組合件中)。藉由建立整個 Part Studio 或特定零件的變化型態來產生零件家族。您可以組態設定任何特徵或參數值,甚至是零件屬性、自訂零件屬性、面與零件外觀和草圖文字。例如,您可以組態設定擠出特徵的深度、圓角特徵的套用、為圓角選取的面,自訂特徵的 FeatureScript、零件編號、色彩與材料。
您在一個 Part Studio 中設定的所有特徵與參數是一個「組態」。每個 Part Studio 可以有一個組態;不過,您可以在一個組態中建立多個組態輸入項。
當您將零件插入至組合件或工程圖時,您在 Part Studio 中定義的組態輸入項會成為「插入」對話方塊中的選項。
在這個範例中建立了兩個組態:一個是新鈑金厚度組態,與一個替代的凸緣組態。當模型在工作區中時,按一下「組態」圖示來開啟「組態」面板。按一下 [組態 Part Studio] 按鈕。輸入「Sheet thickness」做為組態名稱。按一下 Tab 鍵來建立新的列,然後輸入「Alternate flange」做為第二個組態名稱。 每個列是一個不同的組態。
在選取了「Sheet thickness」列的情況下,按一下 [組態特徵} 按鈕。在「特徵」清單中連按兩下包含該參數的特徵。選擇參數來以黃色虛線框出參數。在這個案例中是「Sheet thickness」參數。系統會在表格中為參數建立一個新的欄。連按兩下表格儲存格,然後提供一個新的值。接下來,選擇「Alternate flange」組態列並執行相同的操作。使用 Flange 特徵,然後為表格中的「距離」與「彎折角度」提供其他值。
若要用模型測試輸入值,按一下「特徵」清單中「組態」區域內的下拉箭頭,然後選擇新的組態來查看結果。系統會使用新的輸入參數更新模型。
在工作區中有模型或草圖的情況下,開啟「組態」面板:
- Click to the right-side of the graphics area (below the View cube):
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「組態」面板開啟:
- Click (as shown above) to open a table:
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。
- Click in the first row to activate it and enter the names of the input in the Name column. For example, to apply a flange to different sides of a sheet metal part, you might name the rows Top, Left, Right. Use Tab to move from one row to the next.
啟用的列會在列的左側有藍色長條。
- To configure a parameter value for the indicated row, 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 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.
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。
- To edit a configured instance of the parameter:
- 如果參數是一個經輸入的值,在表格中按一下列來輸入新的值。
- If the parameter is a selection in a dialog, double-click the row in the table to open the feature dialog. For example: click 1 entity 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 parameter.
- 在完成組態的定義後,按一下特徵對話方塊中的核取記號來關閉對話方塊。
- 為每個列重複步驟 6 到步驟 8。
- 重複步驟 5 到步驟 8 來加入另一個特徵參數到表格中。
- To test the inputs with the model, in the Feature list, under Configurations, 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 (以避免一個輸入項過於複雜或重複的參數),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」。
Once you have a configuration input defined (using the steps above), you can either add to that using the button at the top of the Configuration panel, or create additional configuration inputs using the button at the bottom of the Configuration panel:
當建立組態輸入項時,您可以選擇類型:
- List - Creates a table of feature parameters 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.)
- Configuration variable - Creates a variable that can be used in any feature and in FeatureScript. Types of variables include: Length, Angle, Integer, Real, and Text. Enter the value of the variable at insertion time.
- Checkbox - Creates a check box to turn features on or off, like Fillets and Chamfers, and can also be used to suppress or unsuppress features. This type presents a check box to check/uncheck during insertion time. Once created, use the +Configure features button to select the associated feature/s.
逐步的操作說明如下。
當以此種方式建立時,「清單輸入」對話方塊會出現。您所給的組態輸入項名稱會變成為系統中的變數。這與使用上述基本步驟所建立的名稱不同;名稱並不會成為系統中的變數。
- Click the button.
- In the List input, enter a name for the configuration input.
‘Default’ is supplied as the first option name; you can click it to change it.
- 為清單表格的第一個欄輸入額外的選項名稱,請使用 Tab 鍵來加入選項名稱。
- To configure a parameter value 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 table.
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。
- To configure each instance of the 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 parameter.
- 在完成組態的定義後,按一下對話方塊中的核取記號來關閉對話方塊。
- 為每個列重複步驟 6 到步驟 8。
- 重複步驟 5 到步驟 8 來加入另一個特徵參數到表格中。
- To test the inputs with the model, in the Feature list, under Configurations, use the down arrow to select from the menu:
- Click the arrow to the right side of the button.
- Select .
- 輸入變數輸入項的名稱 (會成為系統中實際的變數,會以 #<變數名稱> 出現)。
- 選擇變數的類型:長度、角度、 整數、實數與文字。文字可以是任何可用於 FeatureScript 中的文字類型。
- 為您選取的變數類型輸入值。
- 按一下核取符號來儲存您的定義。
- Apply the variable to a feature:
- 在「特徵」清單中連按兩下特徵來開啟它。
- For a sketch, you can right-click a dimension, select Configure dimensions and then either Configuration or Set to #<variable-name>
- 關閉特徵對話方塊。
- Test the value by selecting it in the Configurations list above the Feature list on the left side of the page:
- Click the arrow to the right side of the button.
- Select :
- Enter a name for the input.
The configuration input has one column with an empty checkbox row and a checked checkbox row:
- To configure a parameter value, 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 parameter.
- Click to close the feature dialog.
- In the Configuration input table, the Feature 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:
In the Configurations list, above the Feature list, this configuration input presents a checkbox to turn the Extrude on (unsuppressed) or off (suppressed).
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:
- 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 table is created with the previously selected configuration input in the first column and the part property in the second column:
- In the Configuration column, use the down arrow to select from the list of configuration options.
- In the Appearance column (part property), double-click to open a dialog from which to select the value (in this case, the Appearance editor).
- Select or specify the value and the table is populated with your choice:
- Click to close the property dialog and accept the value.
- To add more part properties for another configuration option, click .
- Select a new configuration option from the first column.
- In the Appearance column (part property), double-click to open the dialog from which to select the value.
- Select or specify the value and the table is populated with your choice.
- Click to close the property dialog and accept the value.
- 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:
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):
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:
- 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 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.
If you instead exclude the height configuration from the properties, you can specify part numbers based only on diameter:
Excluding a configuration from the part's properties
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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
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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.
For additional Learning center resources, see: Self-Paced Courses > Configurations. You can also follow the learning pathway course here: Introduction to Part Configurations (Onshape account required), and the technical briefing article here: Parametric Variables vs Configuration Variables (Onshape account required).