BOM Settings Dialog Box
This dialog box lets you configure component properties.
In the Part Reference dialog box, click Customize to display the BOM Settings dialog box.
Available component properties
Displays a list of component properties that you can use as columns for BOMs and parts lists.
| Column |
Description |
| Property |
Specifies the name of the component property name, which uniquely identifies a component property. You can use this name in formulas. |
| Caption |
Specifies the column header to display on the corresponding column within a BOM table or parts list. |
| Data type |
Specifies the component property data type:
- Text: Stores any kind of text data using alphanumeric characters.
- Numeric. Stores numeric data using numeric characters 0 .. 9.
Note: To store imperial values such as 3 1/4”, specify the Text data type. |
| Value |
Specifies the default value of the property. If necessary, you can specify a formula. You can type function names and operators directly in the cell or you can use Expression Builder, which will assist you create formulas and pre-defined lists for the property. To display the Expression Builder, click in the cell, then click  . See Expression Builder Dialog Box. |
| Precision |
Specifies the precision up to four decimal places. |
| Lead zero |
Specifies the number of leading zeros to add when displaying numerical data for that property. The number of zeros before the decimal point indicates the minimum number of digits displayed before the decimal point. |
| Lock |
Prevents the component property data from being edited in the following dialog boxes:
|
| Sum |
Specifies if the sum of the component property should be calculated. The result is displayed in the BOM and Parts List dialog boxes. |
New
Lets you add a new row corresponding to a new user-defined component property.
Delete
Removes the specified rows from the Available component properties list.
Note: You can delete only user-defined properties. When you are deleting existing component properties, the software moves them to the additional component properties list available in the More Properties dialog box.
More
Displays the list of additional pre-defined component properties in a dialog box.
Add to
Adds row selected in the Available component property list, to the Component Properties list.
Note: This button is active only when you select the entire row.
Expression Builder Dialog Box
This dialog box lets you specify a formula for a component property.
Category
Displays the available categories of functions that you can use in the formula.
Select
Displays the list of functions from the selected category. The functions are listed alphabetically, so you can scroll through to find the necessary one. Clicking Add inserts the function into the Expression box at the insertion point. By default, the function is appended to the end of the exisiting expression.
Expression
Displays the formula to be used.
Component Properties tab
Component properties list
Displays the component properties that are visible in the Part Reference dialog box and Properties dialog box.
| Column |
Description |
| Property |
The name of the component property. |
| Display Prompt |
Specifies the prompt to display in the Part References dialog box and Properties dialog box. |
Move Up
Moves the selected rows one position up.
Move Down
Moves the selected rows one position down.
Remove
Removes the selected rows from the Component properties list.
Note: This button is active only when you select the entire row.
Sync
Synchronizes the component properties list with the default BOM component properties list.
Restore Defaults
Restores Available component properties and Component Properties settings to the default values according to the current standard.
BOM Tab
Component properties list
Displays the component properties that are visible in the BOM dialog box.
| Column |
Description |
| Property |
The name of the component property. |
| Caption Alignment |
Specifies how the column headings are aligned in the BOM dialog box. |
| Value Alignment |
Specifies how the values are aligned in the BOM dialog box. |
Note: The following buttons are active only when you select the entire row.
Move Up
Moves the selected rows one position up.
Move Down
Moves the selected rows one position down.
Remove
Removes the selected rows from the Component properties list.
Default View
Specifies how to display BOM items that are displayed by default.
- Expanded (parts only). In the expanded view, BOM items correspond to parts and parts from the different assemblies are summed together. However, parts from externally referenced assemblies are not merged with parts from the host drawing nor are they merged with parts from other externally referenced assemblies.
- Structured. Sets BOM representation to the structured view, where parts are collected under the assemblies they belong to and are summed only within that assembly.
- Use Assembly Path. Appends the part number of the assembly as a suffix to the part number of a part. You can use a separator.
Example:
- Part number of the assembly: A
- Separator: "-"
- Part numbers of the parts from assembly: A-1, A-2, A-3
- Separator. Specifies the character to use as a separator. You can use any character.
Parts List Tab
Component properties list
Displays the component properties that are visible in parts lists.
| Column |
Description |
| Property |
The name of the component property. |
| Caption Alignment |
Specifies how the column headings are aligned in the parts lists. |
| Value Alignment |
Specifies how the values are aligned in the parts list. |
| Width |
Specifies the column width for the property displayed in the parts list. |
Note: The following buttons are active only when you select the entire row.
Move Up
Moves the selected rows one position up.
Move Down
Moves the selected rows one position down.
Remove
Removes the selected rows from the Component properties list.
Sync
Synchronizes the component properties list with the default BOM component properties list. All component properties displayed in the BOM are in parts lists.
Default Style
Displays the Parts List Settings dialog box, which lets you customize standard based parts lists settings.
Balloon Tab
Category
Displays categories of references or functions that you can use in the formulas for the balloon text. This option is not available for custom balloons.
The following categories are available:
- Component Properties. Groups reference to component properties that are visible in the Part Reference dialog box and Properties dialog box.
- Drawing Properties. Groups references to drawing properties that you can use in formulas in the BOM. Drawing properties are specified in the Drawing Properties dialog box. For example, TITLE refers to the title of the drawing.
- Functions. Groups built-in functions that you can use in formulas in the BOM.
Select
Displays the list of references corresponding to the selected category or a list of functions. Select an item in the list and click Add to add it to the expression.
Add
Inserts the item specified in the Select list into the expression, at cursor position.
Expression
Specifies the formula to be used for the balloon text. A formula must always start with the equal sign (=) and can contain numbers, functions, references, and mathematical operators.
Default Style
Specifies how to display BOM items that are displayed by default.
- Standard. Displays the standard used by default.
- Custom. Switches the appearance of the balloon to a custom style defined using a block. To use a Block from an external drawing, select Browse and navigate to the file where the Block is saved.
- Displays the Balloon Settings dialog box, which lets you customize the balloon appearance.
- Structured. Sets BOM representation to the structured view, where parts are collected under the assemblies they belong to and are summed only within that assembly.
Balloon Settings Dialog Box
Revision
Displays the name and the revision of the standard default settings of balloons.
Balloon
Groups options for setting the appearance for standard based balloons.
Balloon type
Displays a gallery of predefined standard based balloons. The current balloon type is highlighted. Click a balloon to specify it as the default.
These options are not available for custom balloons that are defined using a Block.
Balloon size factor
Specifies an enlargement of the balloon in relation to the text.
Horizontal spacing
Specifies the horizontal distance between the centers of two adjacent balloons that is taken into account when balloons are automatically aligned.
Vertical spacing
Specifies the vertical distance between the centers of two adjacent balloons that is taken into account when balloons are automatically aligned.
Arrowhead
Specifies the arrowhead symbol for the start point of the leader.
Inset arrowhead
Specifies the arrowhead symbol for the leaders that do not end on entity lines.
Text
Groups options for specifying the text height and color for standard based balloons.
Leader connection
Specifies where to connect the leader on a custom balloon.
- Connect leader to the center of the custom block
- Connect leader to the extents of the custom block
- Connect leader to the origin of the custom block
These options are not available for standard based balloons.
Restore Defaults
Restores settings to the default values according to the current standard.
More Properties Dialog Box
This dialog box lets you add pre-configured component properties to the list of available properties in the BOM Settings dialog box.
Use Shift and Ctrl for multiple selection:
- Hold the Shift key and use the arrows to select a range of component properties.
- Hold the Ctrl key and click the component properties which you want to select.
The selected properties will be visible in the Available component properties list in the BOM Settings dialog box.