Example: Show custom occurrence properties in a parts list

In the assembly document, at the top of Assembly PathFinder, right-click the assembly name and choose the Occurrence Properties command .

In the Occurrence Properties dialog box, click the Add Custom Occurrence Properties button .

This reads the predefined custom occurrence property columns and value definitions from CustomOccurrenceProperty.xml into the assembly model. While the property names are predefined in the .xml file and cannot be changed in the assembly, you can assign the values for the custom properties for each occurrence of a part or subassembly where they apply. For more information, see Custom occurrence properties in assembly.

Assign custom occurrence property values:

1. In the Placement Name column, right-click the top-level assembly and choose Expand All.

   This expands the list of all parts and subassemblies, making it easier to locate the occurrences to which you want to assign custom properties and values.

2. For each of these parts or components:

   1. Click in the cell for the corresponding property column, and then select or type a value.

   2. If you are changing an existing value in a lower-level part or subassembly, then also right-click the cell and choose the Add Override command.

   Note:

   For the Maintenance custom occurrence property that is provided in the default CustomOccurrenceProperty.xml file, you can choose from the list of predefined values (Daily, Weekly, Bi-Weekly, Monthly, Quarterly, or Yearly).

   Example:

   Locate all six occurrences of greasebox.par, and then assign the appropriate maintenance value according to whether it is used in the conveyor belt on the red rollers (Maintenance=Weekly) or the conveyor belt on the green rollers (Maintenance=Monthly).

When you are finished assigning custom occurrence property values, click Apply and then OK to close the dialog box.

Save and close the assembly document.

Use the Parts List command to place a parts list for the assembly drawing view.

Right-click the parts list and choose Properties.

In the Parts List Properties dialog box, click the Columns tab.

Add the custom column to the table:

1. From the Properties list, select the name of the custom occurrence property that you want to add to the table. Look for a property name with (Occurrence Property) appended to it.

   Example:

   For this example, select Maintenance (Occurrence Property).

2. Click the Add Column button.

   The name of the property that you selected in the Properties list is added to the Columns list.

Define the custom column content by doing the following:

1. In the Columns list, click the column name that you added in the previous step.

   Its property text string is displayed in the Property text box.

   Example:

   %{Maintenance/OP|G}

   Its title, Maintenance, is displayed in the Column Header box.

2. Specify the formatting to be applied to the evaluated property text:

   1. In the Property text box, click within the property text string.

      The property text string turns red to indicate it can be formatted.

   2. Click the Format button located to the right of the Property text box.

   3. In the Format Values dialog box, select the type of formatting you want to apply.

      The options that are available depend on the type of value the property text returns.

      Example:

      For textual information, you can click the Text case check box, and then select UPPERCASE, lowercase, Sentence case, or Title Case.

3. Click OK to close the Format Values dialog box.

In the Parts List Properties dialog box, click the List Control tab, and then in the Global section, select Atomic list (all parts) .

Selecting this option creates a parts list that shows each unique part and subassembly on a different row. It also shows the union of all property values for the same column in a single cell.

Click the Options tab, and then use the Item number separator box to specify the characters and spaces to be inserted between each custom occurrence value in the table cell.

The default character is a comma (,). Adding extra spaces improves legibility.

Click OK to update the parts list and close the Parts List Properties dialog box.

Choose the Home tab→Annotations group→Callout command.

In the Callout Properties dialog box, on the General tab, click in the Callout text box, and then click the Property Text button.

In the Select Property Text dialog box, from the Source list at top-right, select From graphic connection.

The Properties list updates to show all of the custom occurrence properties at the top of the list, with the property name followed by (Occurrence Property).

In the Properties list, click the custom occurrence property that you want to reference in the callout, and then click the Select button.

Click OK to close the Select Property Text dialog box.

Click OK to close the Callout Properties dialog box.

In the drawing view of the assembly, locate an occurrence of the part and click to place the callout.

Continue clicking the other occurrences of the part that you want to document with the custom occurrence property values.