Parts lists

Parts list filters filter rows out from the parts list, but do not change any parts list data. That means the quantity (QTY) values and also parts list overrides remain unchanged after applying parts list filters.

1. Right-click a parts list in the graphic window, and then select Edit Parts List.
2. In the Edit Parts List dialog box, click Filter Settings to open the Filter Settings dialog box.
3. To define a new parts list filter:
   • In the Define Filter Item, select a filter type. The corresponding filter options are displayed.
   • Set the filter options and click Add Filter. To cancel the selection, click Clear Filter.
   TipSelect the Filter option in the Filter Settings dialog box to edit parts list filters.
4. To edit a filter, right-click the filter in the filters list field, and choose Edit. Change the filter options, and click Add Filter to confirm the changes.
5. To delete a filter from the list, right-click the filter in the filters list field, and choose Delete.
6. In the filters list, clear the check box for filters you do not want to apply.
7. To apply selected filters to the parts list, leave the Filter check box selected. To disable all parts list filters, clear the Filter check box.
8. Choose OK to close the Filter Settings dialog box.

   Filters are applied to parts list rows in the Edit Parts List dialog box. Click Apply to update the parts list in the drawing

Parts list filters defined in a parts list style are available for all parts list in the drawing which use the particular parts list style. If you disable the Filter option in the style, filters are not be applied by default, but are available for a later use.

1. On the ribbon, click Manage tabStyles and Standards panel Styles Editor.
2. In the Style and Standard Editor dialog box, expand the Parts List entry and select a parts list style.
3. In the Parts List Style panel, click Filter Settings.
4. Define parts list filters in the Filter Setting dialog box:
   • In the Define Filter Item, select a filter type. The corresponding filter options are displayed.
   • Set the filter options and click Add Filter. To cancel the selection, click Clear Filter.
   TipSelect the Filter option in the Filter Settings dialog box to edit parts list filters.
5. If needed edit or delete filters available in the filters list:
   • To edit a filter, right-click the filter and select Edit. Change the filter options, and click Add Filter to confirm the changes.
   • To delete a filter from the list, right-click the filter and choose Delete.
6. Set the default setup for filtering parts lists:
   • In the filters list field, clear the check box for filters you do not want to apply by default.
   • To disable all parts list filters by default, clear the Filter check box. To apply selected filters to the parts list by default, leave the Filter check box selected.
7. Choose OK to close the Filter Settings dialog box.
8. Click Save in the Style and Standard Editor to save the changes.

You can open the Bill of Materials dialog box from the drawing environment, and edit the assembly BOM. All changes are saved in the assembly and corresponding component files.

1. Right-click a parts list in the Model browser or in the graphic window, and then select Bill of Materials.
2. In the Bill of Materials dialog box, perform the edits.
3. Click Done to close the Bill of Materials dialog box. All changes are submitted in parts lists and balloons (with exception of the values which are overridden in a parts list or balloon).

By default, the parts list of an iAssembly file displays the member specified in the Drawing View dialog box (the default is the active member). You can change the display of a factory-based parts list to show all or different members within the Edit Parts List dialog box. To change the display, use the Members command.

1. In the Edits Parts List dialog, click Member Selection.
2. In the Select Member dialog box, select the members to include in the parts list.

   Alternately, click Yes to All or No to All to add or exclude all members.

3. Select the Hide Rows of Zero Quantity option to automatically hide rows for components with zero quantity. To unhide these rows, clear the check box.
   NoteThe option works for QTY property only, it does not work for ITEM QTY or any custom property.
4. Click OK to close the Select Member dialog box.

Items appearing in dark blue indicate the changes made have not been saved to the assembly Bill of Materials.

1. Right-click the parts list, and then select Edit Parts List from the menu, or double-click a parts list.
2. In the Edit Parts List dialog box, perform one of the following:
   • To save all item number overrides in the parts list back to the assembly Bill of Materials, click Save Item overrides to BOM on the toolbar.
   • To save specific changes, right-click on a cell and select Save Item overrides. Hold down the CTRL key and click to select multiple cells.

Sometimes, multiple components have the same Part Number, but must be treated as separate components. It is common for cut-length items such as tube and pipe, flexible hose, wires, tape, and so on. A new BOM property, Stock Number, is added to all components to accommodate this intention.

The Part Number column can be substituted by Stock Number column for parts lists to support the workflows of cut length items. You change the substitution setting in the Format Column dialog box.

1. Select the parts list, right-click, and then select Edit Parts List.
2. In the Edit Parts List dialog box, right-click the Part Number column heading, and then select Format Column.
3. In the Format Column dialog box, click the Substitution tab to set the substitution:
   • Select Enable Value Substitution.
   • Click the arrow and select Browse Properties.
   • In the Parts List Column Chooser dialog box, select Stock Number, and then click OK.
4. Click OK to close the Format Column dialog box.

You can group part list rows. You specify parts list columns to be used as grouping keys. The parts list rows which have the same value in the key columns, are grouped into one row. You can select to display the grouping participants in the parts list.

In the structured parts list, the nested components which match the grouping key are promoted to a higher level. The QTY of promoted components is multiplied by the QTY of the parents which are the components promoted through.

1. In the Edit Parts List dialog box, click Group Settings, or right-click a column heading, and choose Group Settings.
2. In the Group Settings dialog box, select the Group box to enable grouping.
3. Set the grouping keys from the lists: Select a property from the list, or click Browse Properties to select a part list column in the Parts List Column Chooser dialog box.
4. To show the rows which participate in groups, select the Display Group Participants option.
5. If needed, select the Display Item Numbers option to display item numbers of group participants in the Item column of the grouped row.
6. Click OK to close the Group Settings dialog box.

You can merge parts list items into a single row.

1. In the Edit Parts List dialog box, click Row Merge Settings or right-click a column heading.
2. In the Row Merge Settings dialog box, select Merge Similar Components.
3. Click the arrow to select the Component Types to Merge. Select Parts only, Parts and Assemblies separately, or Parts and Assemblies together.
4. In the First Key box, select the down arrow to select a property to merge.
5. For further filtering, select another property in the Second Key box.
6. For even further filtering, select another property in the Third Key box.
7. Click OK and then click Apply. Continue to edit the parts list as needed or click OK to close the dialog box.

You can add parts that are not contained in the model. After adding custom parts, you can add balloons for custom parts.

1. In the Edit Parts List dialog box, select a row in the table to set the location for the new part.
2. Right-click a row, and select Insert Custom Part.

The custom parts are added to all parts lists with the same source. To remove a custom part from the table, select the row, right-click, and then choose Remove. The custom part is removed from all parts list with the same source. To hide a custom part in a parts list, turn off the Visibility option for the custom part row.

The values in parts list cells are determined by the data in the model, but you can override the values in parts list cells.

1. In the Edit Parts List dialog box table, click to select the cell to edit.
2. Type the new value into the cell. If you change the item number for the row, the item number in any associated balloons change as well.

To protect the values in parts list cells from inadvertent updates, set them as a Static Value.

1. Right-click a parts list and select Edit Part List.
2. In the Edit Parts List dialog box, select a row or cells to make static.
3. Right-click the selection, and then choose the Static Value option.

1. Right-click the parts list, and then select Edit Parts List from the menu, or double-click a parts list.
2. In the Edit Parts List dialog box, right-click any cell and select Save Item. Item Number overrides are pushed back to the assembly bill of materials.
3. In the Edit Parts List dialog box, right-click any cell and select Save Item. Item Number overrides are pushed back to the bill of materials.

A parts list can contain columns for any iProperties associated with a model referenced in a drawing view. You can add, remove, and reorder columns within a parts list.

1. Right-click the parts list, and then select Edit Parts List.
2. In the Edit Parts List dialog box, click Column Chooser.
3. In the Column Chooser dialog box, add or remove the desired columns.
4. In the Edit Parts List dialog box, select a column heading, and then drag the column to new location in the parts list.

You can change the sort order of parts list rows by using the values in any of the parts list columns.

1. Right-click the parts list, and then select Edit Parts List.
2. In the Edit Parts List dialog box, click Sort.
3. In the Sort Parts List dialog box, select the first column to sort by and the sort order for that column.
4. Set the secondary and tertiary columns to use for sorting.
5. Optionally, after sorting rows in the table, click Renumber Items to renumber rows according to the new order.

You can reorder the items in a parts list and then use the Renumber Items feature to renumber the item numbers.

1. In the Edit Parts List dialog box, select the item to reorder (press the Ctrl key to select multiple items). Click the far-left column to select the entire row.
2. Release the mouse button.
3. Click and drag the item to a new position in the parts list. A red marker line indicates the new position as you drag. Release the mouse button to place the item.
4. Click Renumber Items.

The parts list is renumbered, including any associated balloons. Renumbered items are shown in bold blue text. You can right-click an override value and select Save Item Overrides to BOM to push it to the assembly bill of materials. Or, you can clear the check mark next to Static Value, and then edit the item number manually.

You can export a parts list to an external database, spreadsheet, or text file.

1. Right-click the parts list, and then select Export.
   TipIf you prefer, select Edit Parts List. In the Edit Parts List dialog box, click Export.
2. In the Export Parts List dialog box, select the file type and location for the file, and then enter the file name. Click Save.

You can drag the rows and columns to reorder them in the parts list table.

1. In the Edit Parts List dialog box, select a row or column in the table.
2. Drag the row or column to the desired location in the table.
3. Optionally, after reordering rows in the table, click Renumber Items to renumber rows according to the new order.

You can show or hide rows in a parts list.

1. Right-click a parts list and select Edit Parts List.
2. In the Edit Parts List dialog box, select one or more rows in the table.
3. Right-click any selected cell, and then clear the Visibility check mark. Hidden cells are highlighted in gray.

You can change the parts list title, the title location, the order direction of the selected parts list, and the spacing between the rows.

1. Right-click a parts list, and then select Edit Parts List.
2. In the Edit Parts List dialog box, click Table Layout or right-click a column heading, and then select Table Layout.
3. In the Table Layout dialog box, select the location, and then enter the parts list name.

You can change the default column formatting properties and create substitution values for the selected parts lists.

1. Right-click the parts list and then select Edit Parts List.
2. In the Edit Parts List dialog box, right-click a column heading, and then select Format Column.
3. In the Format Column dialog box, select the Column Format tab. Set the formatting and alignment properties for a column in the parts list.

   The ITEM, QTY, FILE NAME, MATERIAL, and DATE properties cannot be changed.

   • To enable stacking of fractional numbers, select Stacked Fractional Text and click Stack Properties. Set the stacking format and fractional text scale, and click OK in the Stack Properties dialog box. All fractional numeric strings (in 1/2 format) in the selected column are replaced with a stacked fraction in the drawing.
   • Select Apply Units Formatting to change the formatting and units settings for the selected column and override settings defined in the parts list style.
   • Specify options for Format, Units, and Display.
   • Click OK to close the Format Column dialog box, and then click Apply to continue editing or click OK to close the Edit Parts List dialog box.
4. Click the Substitution tab to set the options available for substitution.
   • Select Enable Value Substituting to substitute the selected column with the value of another column.
   • Click the arrow to browse for a property to substitute. In the Parts List Column Chooser dialog box, do one of the following:
     • Select from the available properties, and then click OK.
     • Click New Property to open the Define New Property dialog box, and then add a new item to the list of Available Properties, then click OK twice to return to the Format Column dialog box.
   • In the When rows are merged box, click the arrow to specify how the value is calculated.

     The setting defaults to First Row which displays the value of the first component.

     To add all values of the component together, click the arrow, and select Sum of Values. The cell values of the substituted row (the row identified in Enable Value Substitution) are added. The sum is reported in the property fields of the selected column.

If a parts list is too long, you can divide it into sections extended to the left or right of the main table.

1. Select the parts list, right-click, and then select Edit Part List.
2. Right-click a parts list row, and choose Wrap Table at Row from the menu. The parts list splits after the selected row.

You can change the width of one or more columns.

1. Select the parts list, right-click, and then select Edit Part List.
2. Right-click a column heading, and then select Column Width.
3. Enter a value for the column width.

1. Select the parts list and right-click.
2. Select Rotate from the menu, and then select the direction of the rotation from the submenu (clockwise or counter-clockwise).