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.
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:
當有多位使用者在同一文件上操作時,每個人可以看到自己所選的組態 (除了是以跟隨模式操作時,在此種情況下跟隨者會看到領導者選取的組態)。
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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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。
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在工作區中有模型或草圖的情況下,開啟「組態」面板:
- 按一下圖形區域右側的
(在視角立方體之下):
-
The Configuration panel opens:
- 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。
- 按一下第一個列來啟用,然後在「名稱」欄鍵入輸入項的名稱。例如,若要將凸緣套用到鈑金零件的不同邊上,您可以在列中輸入 Top、Left、Right 的名稱。使用 Tab 鍵從一個列移到下一個列。
啟用的列會在列的左側有藍色長條。
- To configure an input value for the indicated row, click
.
- 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.
Hover over the fields in the feature dialog to see which inputs can be configured. Inputs available for configuration are highlighted in yellow when you hover over them.
- To edit a configured parameter:
- If the input is an entered value, click on the row in the table and enter a new value.
- If the input 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 input.
- 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。
- Repeat step 6 through 8 for each row (input).
- Repeat steps 5 through 8 to add another column (parameter) to the input.
- 若要在模型上測試您的輸入,請於「特徵」清單中的組態之下,使用下拉箭頭來從功能表中選擇:
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):
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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.
- 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。
- 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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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.
- 在「清單輸入」中,輸入組態輸入項的名稱。
會提供「Default」做為第一個選項名稱;您可以按一下來更改。
- 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 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.
Hover over the fields in the feature dialog to see which inputs can be configured. Inputs available for configuration are highlighted in yellow when you hover over them.
- 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.
- 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。
- Repeat steps 5 through 8 to add another feature input to the table.
- 若要在模型上測試您的輸入,請於「特徵」清單中的組態之下,使用下拉箭頭來從功能表中選擇:
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- 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, 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:
在特徵清單上方的「組態」清單中,這個組態輸入項會有核取方塊可開啟 (取消抑制) 或關閉 (抑制) 擠出。
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- 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:
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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.
This dialog is typically only useful if you need to build a Part Studio inside a custom FeatureScript feature.
- Exclude from properties - See Excluding configurations from affecting properties.
- Visibility conditions - See Setting visibility conditions.
- Delete - Select this action to immediately delete the configuration input; no warning is given.
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:
- 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.
- Delete row - Delete the selected row.
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)。
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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.
- 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. - Click Add condition.
- 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.
- 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.
- 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.
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.
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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 同時提供可直接在「組態」面板中為您之前已定義的組態輸入項與選項設定零件屬性的機制。可組態的屬性包括:零件名稱、材料、外觀、說明、零件編號、廠商、專案、產品線、標題 1、標題 2 與標題 3。如果您有 Professional 或 Enterprise 帳戶,您也可以組態自訂屬性。
組態設定零件屬性:
- 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「組態」欄中使用下拉箭頭來從組態選項清單中選擇。
- 在「外觀」欄 (零件屬性) 中連按兩下來開啟對話方塊以於其中選擇值 (在此案例中為「外觀編輯器」)。
- 選擇或指定值,會將所選值填入表格中:
- 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「外觀」欄 (零件屬性) 中連按兩下來開啟對話方塊以於其中選擇值。
- 選擇或指定值,會將所選值填入表格中。
- 按一下來關閉屬性對話方塊並接受值。
- Repeat as necessary to configure the part properties for the necessary configurations.
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:
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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.
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 individually add each input to the Configured properties table and specify the part number for each.
Part number set for each configuration possibility.
If you instead exclude the Compression configuration from the properties, you can specify part numbers based only on diameter:
Compression configuration table excluded from the Configured properties table. Part numbers will be set regardless of spring height.
Excluding a configuration from the part's properties
-
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.
Adding an excluded configuration back to a part's properties
-
In the Configuration panel, click the configuration's three-dot button, and select Include in properties from the menu.
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.
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.
註解
- 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.
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您可以使用在 Part Studio 建立的組態輸入項來測試結果,並使用結果資訊來調整設計理念。不過, 建立組態輸入項的重點是讓您能夠在像是建立組合件與工程圖的生產流程中有使用不同零件的選項。
To test configurations in Part Studios, use the Configurations area at the top of the Feature list to select configuration inputs to see how they affect the parts in the Part Studio:
在瀏覽器版本的 Part Studio 中特徵清單「組態」部分的範例
在 Android 裝置的 Part Studio 中特徵清單「組態」部分的範例,下拉清單是開啟的
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):
上方是瀏覽器版本的插入對話方塊
上方是 Android 中的插入對話方塊
上方是 iOS 中的插入對話方塊
In an Assembly, configured parts are indicated by the icon in the Instances list:
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).