組態

在工作區中有模型或草圖的情況下，開啟「組態」面板：

1. 按一下圖形區域右側的 (在視角立方體之下)：

   

2. 「組態」面板開啟：

   

3. 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。

4. 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。

5. To configure an input value for the indicated row, click .
6. 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:

   

   表格欄的預設名稱是特徵名稱 (最上層的標題) 加上欄位名稱 (次級階層標題)，在這個範例中 Extrude 1 是特徵名稱，Faces and sketch regions to extrude 則是欄位名稱。

   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.

7. To edit a configured instance:
   1. If the input is an entered value, click on the row in the table and enter a new value.
   2. 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.

8. 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。
9. 為每個列重複步驟 6 到步驟 8。
10. Repeat steps 5 through 8 to add another feature input to the table.
11. 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)：

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.

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 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.)
• 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} 的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。

逐步的操作說明如下。

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.

• 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 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.

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 table'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.

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 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：

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. 按一下 。
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. 在「組態」欄中使用下拉箭頭來從組態選項清單中選擇。
5. 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」)。
6. 選擇或指定值，會將所選值填入表格中：

   

7. Click to close the property dialog and accept the value.
8. 若要為另一個組態選項加入更多的零件屬性，按一下 。
9. 從第一欄中選擇一個新的組態選項。
10. 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。
11. 選擇或指定值，會將所選值填入表格中。
12. 按一下來關閉屬性對話方塊並接受值。

    

13. 根據需要為所需的組態選項設定零件屬性。

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:

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:

您可以對組態輸入項表格進行複製與貼上，使得輸入或編輯輸入項的值更為容易。

複製組態輸入項表格：

1. 開啟右上角的 功能表，就在 [+組態特徵] 功能的旁邊。
2. 選擇 [複製表格]：

   

3. 複製表格之後，您可以將其貼入試算表中：

   

請注意，欄名稱會與表格一起貼入 (如上所示)。您現在可以編輯表格，然後將其複製/貼回 Onshape 中：

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. 送出一個「複製」的指令。
3. 在 Onshape 組態表格中，按一下表格最左上方的儲存格。
4. 送出一個「貼上」的指令：

   

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.

注意，如果從試算表中複製的列數多於 Onshape 組態輸入項表格中的列數，則在貼上的操作中會包括多的欄。Onshape 會在操作的過程中建立列。

不過，如果從試算表中複製的欄數多於 Onshape 組態輸入項表格中的欄數， 則在貼上的操作中不會包括多的欄。Onshape 不會在操作的過程中建立欄位。不過您可以在貼上之前於組態表格中建立額外的欄 (已組態特徵)。

Some configuration tables can be excluded from properties. This is useful when you don't want to repeat configuration options in the Configured properties table. Excluded configuration tables 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 Compression configuration table 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

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

   

Adding an excluded configuration back to a part's properties

1. In the Configuration panel, click the configuration table'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 configuration tables 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.