In this post, we will see different ways to create BOM for "toolbox" components only. The steps are very simple.
METHOD: 1 - Setting up a Separate Configuration
In your assembly:
- Go to configuration manager, and activate/create a new configuration for toolbox components only.
2. Go to drop down of "Select", "Select Toolbox" option. This will select all toolbox component in the assembly.
3. Our aim is to suppress all components not in our selection. So, in graphics window, simply right click and click "invert selection" under "selection tools". (I have accessed it through "Tools" > "Selection > Invert Selection )
4. This will select all component except of "Toolbox". Suppress all components while they are selected by right clicking in Graphics Window. Now, if you create a BOM in drawing for this configuration, it will reflect toolbox components only!
METHOD 2: Exclude from BOM
In this method, the steps remains similar. The change in step 4 is as below:
Step 1 to 3 as per Method - 1
4. Once all the components, except the ones from toolbox, are selected, right click in graphics window or feature manager tree and click "Component Properties"
5. Once you click it, a dialog box will open with lot of options. Select "Exclude from BOM".
Caution: If you apply this method, then you need to perform last step for every component being added (either suppress or Exclude from BOM)
METHOD: 3 - Adding Custom Property in "Configure Toolbox"
For this method to work, you can create a "custom property" for entire toolbox library by configuring toolbox.
- Open "Configure Toolbox" from Task Pane.
2. Click on Parent Folder "Toolbox Standards" for entire library or specific standards like ANSI Inch etc. for which you want to assign toolbox property and click "custom Properties".
3. Another dialog box will open up where you can name the custom property to filter in BOM. Here you can get creative if you want nuts, bolts separately in your BOM. Here we will consider general scenario and assign "Overall Default Value" as yes.
DON'T FORGET TO SAVE BEFORE EXITING. Saving might take some time.
4. Now go to drawing and create a BOM from Assembly. Add another column with below parameters. The reason for assigning "yes" in default value was that filter BOM becomes easier.
5. All you need to do is now filter by clicking on the dropdown and only "yes" option should be checked.
You can select different product and assign specific customer property and filter them separately if you don't want to go with toolbox parts in general.
Each methods has its pros and cons. I was trying to fetch the "Is Toolbox Part" = yes condition in BOM directly but couldn't get it work. Feel free to add any other ways and I will update the post with due credits!
METHOD: 4 - Use "Link Display States to BOM"
Instead of creating configuration, which ultimately increase file size, display states are easy to switch and can be linked to display BOM. In Drawings, you don't even need to have Toolbox view for BOM to be created!!!
Head to the ConfigurationManager and right click anywhere in the area and click on "Add Display State"
2. Once Display state is created, perform the steps mentioned in previous method to select toolbox component. The only difference is after selection when you right click, then click on greyed out "eye-icon" to "Hide" Components.
3. Now, you can switch back to the default display state again. Create a new drawing and place regular views as per normal practice.
4. Click on the Drawing view that you just place and in the "PropertyManager", you would see list of "Display States" available. To create BOM of Toolbox components, you don't need to switch to that particular display state right now unlike Configurations!!
5. Now create a BOM, place it on drawing sheet and click on crosshair at top left of BOM. This activates its own property manager. Expand "configurations".
6. You will be able to find an option that you need to check which is "Link to Display State". Here I will select, Toolbox only.
7. Once above step is performed, just notice that drawing view remains intact while the BOM changes as linked to Display State.
