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Improve workflow with user-defined folders

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    As you create your assembly, you place components, create features, pattern components, create sketches, and more. The very nature of this design process can make it difficult to order your operations such that the model browser communicates design intent. It can also be difficult to understand the role that each browser node plays in the assembly, especially if you have not chosen to rename nodes from their default values. Consider the issues as your assembly models grow larger and more complex. It becomes more difficult for other users to understand how your model is composed and the original designer may even be challenged to interpret aspects of the model.

    User-defined browser folders are organizational tools that allow you to group nodes in your assembly browser. You create browser folders, based on your chosen methodology, and group the appropriate browser nodes within. For example, you can create folders based on manufacturing department, vendor, materials, feature type and more. The folders serve to organize your assembly browser in a manner that can better communicate design intent and improve your workflow.

    User-defined folders are represented by distinctive icons (Open Folder: : Closed Folder: ) and they exhibit the same open and close behavior as other Inventor browser folders.

    Procedures

    Create and use folders

    Create browser folders and use them based on your design needs. You can choose to populate your assembly browser with folders before you have placed a single component. Then, as you place components and create features, you move the browser nodes into the appropriate folders. Alternatively, you can completely design your assembly, then define your folders and move browser nodes into them. Use these techniques, or a combination thereof, to order and simplify your assembly browser.

    You have two methods available to create your browser folders. You can create empty folders, or pre-select browser nodes and add them to new folders.

    Create new folder

    Right-click in your browser or graphics window and select Create New Folder. You may have to clear your browser node selections to make the option available. Also, you can right-click the top browser node and select Create New Folder. The two processes are equivalent.

    Add to new folder

    Select assembly browser nodes, right-click and select Add to New Folder. To add multiple nodes simultaneously, you can select nodes in a contiguous or non-contiguous group then add them to the new folder.

    NoteIn certain situations, all non-contiguous node selections may not add to the new folder. Inventor will warn you in these situations. If you click Accept in the warning dialog, nodes that cannot be added to the new folder remain selected and in-place.

    Select folder items

    You can simultaneously select all items in your browser folder. Right-click your folder and choose Select Folder Items.

    Edit folders: drag and drop behavior

    You can drag and drop single or multiple browser nodes into your folders. Likewise, you can remove nodes from your folders. The drag and drop behavior is similar to that of the Windows Explorer.

    NoteIn certain situations, all non-contiguous node selections may not drag to the new folder. Inventor will warn you in these situations. If you click Accept in the warning dialog, nodes that cannot be transferred to the folder remain selected and in-place.

    Delete folder

    Right-click your browser folder and select Delete Folder. The folder is deleted, but the folder items remain. You cannot simultaneously delete multiple folders.

    Tips

    • As you work with user-defined folders, you may find trends in how and what folders you create. Consider the creation of assembly templates in which these common folders are already defined.
    • To organize nodes that do not drag and drop freely, such as work features, virtual components, and UCS nodes, create folders adjacent to the nodes. As you design, try to group such nodes so they can be added to the folders.