Hole Wizard Options to Match Size or Preserve Settings

The sizing matching functionality for Hole Wizard, Hole Series, and Advanced Hole has improved to match hole sizes when changing from one hole type to another.

In Tools > Options > Hole Wizard/Toolbox, you can choose between two options for size matching:
  • Preserve settings for each Hole Wizard hole type uses legacy behavior to save settings for each hole type. For example, if the size setting for tapped holes is M6, that setting is not affected by the size settings of other hole types. This behavior was used by SOLIDWORKS version 2015 and earlier releases.
  • Transfer settings when changing Hole Wizard Hole type attempts to match the size settings of the last hole type used and the size settings available for the new hole type. Matching is done based on string comparison. This behavior is set by default for all new and upgrade installations to preserve the existing SOLIDWORKS version 2017 behavior.
    • Example 1: If you create a counterbore hole and set the size at M6, and then create a countersink hole, the M6 setting carries over to the new hole type.
    • Example 2: If you create a counterbore hole and set the size at M6, and then change it to a tapped hole, the M6 setting carries over to the new hole type setting it to M6x1.0. If multiple M6 tapped holes are listed (for example, M6x0.75 and M6x1.0), the first one listed (M6x0.75) will be matched.

In SOLIDWORKS Tools > Toolbox Settings, you can also customize size matching using the Name to Match column. For example, suppose the last hole you created was a ¼” ANSI inch counterbore hole, and in the Name to Match field you entered ¼” or M6. If you then switch to creating DIN counterbore holes, and there is a DIN counterbore hole with M6 in the Name to Match field, the hole size for DIN counterbore holes is set to M6.

The Preserve settings for each Hole Wizard hole type option is only available when using the Hole Wizard. Advanced Hole and Hole Series use the Transfer settings when changing Hole Wizard Hole type option at all times.

String matching is based on the following order of precedence:
IHT is an acronym for Initial Hole Type and FHT is an acronym for Final Hole Type. Special characters are ignored when performing a string in string match.
String 1 String 2 Matching Method
Name to Match column (IHT) Name to Match column (FHT) Exact match, for example ¼” or M6 matched to ¼” or M6
Name to Match column (IHT) Size Column (FHT) Exact match, for example M6x1.0 matched to M6x1.0
Name to Match column (IHT) Size Column (FHT) String in string match, for example M6x0.75 matched to M6
Name to Match column (FHT) Size Column (IHT) String in string match, for example M6x0.75 matched to M6
Size column (IHT) Size Column (FHT) Exact match, for example M6 matched to M6
Size column (IHT) Size Column (FHT) String in string match, for example M6 matched to M6x1
Size column (FHT) Size Column (IHT) String in string match, for example M6x1 to M6
Size column (IHT) Size Column (IHT) Default to initial value, for example 1/8-27 NPSM matched to #0-80