solid edge st4 event: session 222 customizing parts lists in solid edge by ricky black

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This session will discuss the direction of Parts List and tables enhancements over the past few releases. We will discuss the use of the Table Style to customize the appearance of tables. We will also look at the parts list properties and their use to fully customize your parts list.

TRANSCRIPT

© Siemens AG 2011. All Rights Reserved.

Parts List (Tables) – Past and Present

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Speaker Bio: Ricky Black

Background:

Product Manager - Solid Edge Draft from 2002

Nearing 30 years of experience in

manufacturing and mechanical CAD

Machinist and CNC programmer

Solid Edge Draft software development team

from the beginning of Solid Edge

Areas of Expertise:

Manufacturing - Drawings

Personal interests:

Boating/Fishing

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Executive Summary

Today’s Topics:

New Table Architecture

Table Styles

Parts List Properties

Key Takeaways:

Parts List improvements – What you need to know

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New Table Architecture

What version of Solid Edge are you using now?

Why the changes to tables?

Prior to V19 each table had its own architecture.

Code was duplicated for each table type.

User interface (UI) was duplicated for each table type.

It was difficult to make common enhancements.

V19 user defined table – This became the base architecture for all tables

moving forward.

Share UI (properties)

Unify display

Unify override capability

Make it easier to create new table types – Many of the components already

exist.

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New Table Architecture – Common UI

Same tabs for tables – Bend Table and Parts List

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Tables – Progress

All new tables will be based on the new table architecture.

V19 – User Defined Table and Bend Table

V20 – FOP (Family of Parts) Table

V?? – New table types based on table architecture

All existing tables will be migrated to the new architecture

ST2 – Parts List – multi release effort

Parts list was at a dead end under the old architecture.

It was difficult to make major enhancements.

Parts List was a major driving force for the architectural changes.

ST?? – Hole Table

Hole table will be migrated to the new table architecture.

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Tables – Styles

Prior to V19 all table display properties

were part of the table properties and

table saved settings.

Good

Everything for each table was in

one place.

Bad

No shared display control between

tables or table types

Table Styles controls the general

display of tables.

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Tables – Styles

Table Styles work like dimension

styles.

Table Styles are template based.

Click on the Styles button.

Table Styles are shared among

different table types.

One table style fits all tables.

For example, Parts List and Bend

Table may share the same table

style for common display control.

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Tables – Styles (continued)

Different table types may have unique

table styles.

Parts List may be different than

Bend Table.

Create different styles for the

different table types.

Create many styles for each table

type (different suppliers).

Think of this like standards for

dimensions (ISO, ANSI, DIN, etc.)

Use Style Organizer to manage

styles across documents.

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Table Style Reuse (Example)

One Table Style

Multiple Table Types

Parts List

Bend Table

Etc.

Shared or common

appearance among table

types

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Table Styles – Modify/Create

You modify/create table styles with

the Styles dialog.

Click on Table in the „Style type‟ list.

There is only one table style

„Normal‟ delivered by default.

Click on Modify to edit the „Normal‟

style.

Click on New to create a new style

based on „Normal‟.

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Table Styles – Components – Lines

Lines

Control components of the grid

Color

Line Type

Thickness (Width)

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Table Styles – Components – Text

3 basic Table Text components

Display Style specified

separately

Important to understanding

table style

Title Text

Many Titles – Same Text Style

Column Header Text

Many Headers – Same Text

Style

Data Text

Many Data Cells – Same Text

Style

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Table Styles – Components – Text

Table style does not hold text

characteristics (font, bold, size, etc.).

Why duplicate what is already

defined in a text style?

3 Text Style References

Title Text

Column Header Text

Data Text

Confusion about text styles???

Templates have only one text style

by default.

“Normal”

All the text is the same.

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Table Styles – Components – Text

Text Style Creation

New or Modify

Local Access to

Create new text style

Modify existing text style

Shortcut to

Text Style – New or Modify

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Table Styles – Components

Create New Text Styles

3 Basic Text Components

Use combo boxes for selection.

Title Text – My Title

Large font

Bold

Header Text – My Header

Small font

Bold

Data Text – My Data

Small font

Italics

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Table Styles and Saved Settings

Table styles do not maintain the

properties of the table.

The properties of a table are still

maintained in saved settings.

The overall control must be done with

both Table Styles and Saved Settings.

Adds some complexity, but gives

greater flexibility

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Table Styles and Saved Settings

Important Note!!!

Parts List - Saved Settings prior to

ST2 may not give the same results in

ST2 and after.

The Parts List properties must be

updated and saved again.

There are too many new properties

to rely on the old Saved Settings.

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Table Titles

Back by popular request – ST4!!!

Title Text Style – Default for all titles

Local overrides – Override the Text

Style

Saved in Saved Settings

Don‟t forget multiple titles.

Hide a title without deleting it

Predefine multiple titles

Set „Position‟ – Neither

Adjust text to title width

Apply button

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Column Definition

Uses Property Text

Locate the Property to add.

Click the Add Column button.

Column is added to the top list.

User Defined – Top of property list

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Column Definition

Title can be overridden

Prior to the new tables, it was

always the derived property name.

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Column Definition

Multiple property text values in the

same column

Click on property to add.

Click on Add Property.

This is not a formula.

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Column Definition

Fixed row height

Standards based

Text height is independent

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Column Definition

Headers

Show two rows

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Column Definition

Headers

Merge with next header

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Column Definition

Headers

Format Cells

Orientation

Adjust text to column

width

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Column Definition

Data

Format Cells

Same dialog as header format

Indent any column by assembly

structure

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Column Definition

Other column features you may not know

Hide column without deleting it.

Sort on hidden column.

Adjust column widths with graphic handles.

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Data

Local cell formatting

Click on cells to enable the options

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Data

Local cell formatting

Font – Arial

Bold

Underlined

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Data

Allow Cell Overrides

Override any data cell.

Override is user defined text.

Clear Cell Overrides

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Data

Allow Cell Overrides

Text has been changed.

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Data

Insert Blank Rows

Disabled for Exploded Parts

List

Beware of sorting

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Data

Convert deleted parts into

user-defined rows

Becomes user-defined text

No longer associative

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Sorting

Assembly Order

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Parts List – Options

Assembly generated item

numbers

Unifies item numbering

Assembly reports

Doc Management

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Assembly Item Numbers

Assembly generated item

numbers

Assembly Solid Edge

Options – Item Numbers

Options are common to

Parts List options.

Numbers are generated

relative to the top level

assembly.

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Assembly Item Numbers

Assembly generated item

numbers

Assembly Occurrence

Properties – Item Numbers

Manual overrides

Number Collision Checking

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Parts List – Options

Fine tune pipe and frame

member uniqueness.

Cut Length

Mass

Miter

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Parts List – Options

Total Length or Cut Length

Controlled by the check box

Not controlled by column

definitions

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Parts List – Options

Total Length or Cut Length

How can you have both

defined and switch between

the two?

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Parts List – Item Numbers

Edit item numbers in the parts

list

UI helps you maintain unique

numbers

Level based item numbers

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Parts List – List Control

Exploded parts list

Shows the assembly

structure

Includes the sub assemblies

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Parts List – List Control

Exploded parts list

Exclude options are disabled

Working on resolving this

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Parts List – List Control

Level based item numbers

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Parts List – List Control

Show top level assembly

Mass display is rolled up

through the assembly

This is the mass relative to

the parts list

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Parts List – List Control

Configuration

Control include/exclude

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Parts List – List Control

Include options confusion!!!

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Parts List – List Control

Include options confusion!!!

Options did not change

Only the labels changed

Parts lists are NOT associative

to a drawing view.

Drawing view selection only

identifies the assembly.

Parts list is relative to ALL

drawing views of that

assembly.

ST3 and After

ST2 and Before

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Parts List – Auto-Balloon

Occurrences to balloon

Auto-stack fastener system

balloons

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Conclusions

Much work has been done on tables over the last few releases.

Many customer requests have been put into Parts List.

Still have work to do.

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Parts List

DEMO!!!

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