You can use auto balloons to automatically generate balloons in a drawing view. Insert a set of balloons into one or more drawing views. Balloons are inserted into the appropriate views without duplicates.

Creating Bills of Materials from Parts or Assemblies

You can specify that balloons be inserted when creating new drawing views. You can specify that the balloons follow the assembly order or are numbered sequentially.

You can automatically insert magnetic lines when using the Auto Balloon command. Use the form below to send your comments and suggestions about this topic directly to our documentation team. The documentation team cannot answer technical support questions. Click here for information about technical support. We have detected you are using a browser version older than Internet Explorer 7. For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer.

To report problems encountered with the Web help interface and search, contact your local support representative. All rights reserved. Auto Balloons You can use auto balloons to automatically generate balloons in a drawing view.

You can drag a group of balloons or a single balloon. Parent topic Balloons. Related concepts Balloons Overview. Balloon Styles and Sizes. Stacked Balloons. Magnetic Lines.Using the BOM Workshop will make this process simple.

This will display the BOM workshop to the right of the screen. Since the assembly contains a subassembly for the base of the flashlight, we are going to use the Selection option and select the components we want to assign BOM IDs. This will populate the BOM tab in the left pane. This can be based on a selected property or by geometry comparison. The Base subassembly was left unselected because we want to show it as one item in the BOM.

This can be done by either clicking on the button on the assembly tab, or holding the Alt key and click anywhere on the subassembly. By default, the BOM will appear at the bottom of the paper space. We can change the BOM to be free-floating by clicking on it and changing the format property to free.

This will also allow you to resize the table using the handles. The table itself will have to be resized and the text will autofit. Now that the table is formatted the way we want it to be shown, we need to add in the callout balloons. Assembly callouts by default have a black fill and white text; this can be changed to match the parts if desired by selecting the balloon and changing the properties.

NOTE: A magnetic line was inserted from the Author tab in the command ribbon to space the callouts as seen below. Then select the property you wish to add to the BOM table and click the button to add to the Displayed properties section. The Displayed properties section will also allow you to order the columns as desired by selecting the property and using the arrows at the top.

The columns can also be renamed in this dialog as well in case the property name does not match how you want the column named. At this point, the BOM table orders the rows alphabetically by the names of the components. We can change the sort order of the table by clicking on the desired column header from the BOM tab on the left. Now looking at the callout balloons, they are not in any particular order. If we want to number the balloons say from left to right, we can manually assign the BOM IDs after the fact.

Once the button is clicked, you can either click on the callout balloon or the component itself to renumber the BOM IDs.You can insert a bill of materials BOM into the drawing of an assembly.

You can insert table-based BOMs directly into an assembly or part. Such changes include adding, deleting, or replacing components, changing component names or custom properties, and so on. Use the form below to send your comments and suggestions about this topic directly to our documentation team. The documentation team cannot answer technical support questions. Click here for information about technical support. We have detected you are using a browser version older than Internet Explorer 7.

For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer. To report problems encountered with the Web help interface and search, contact your local support representative. All rights reserved. To insert an Excel-based bill of materials in a drawing, you must have Microsoft Excel installed on your computer. Parent topic Excel-based Bill of Materials.

Related concepts Bill of Materials - Custom Properties. Bill of Materials - Configuration. Bill of Materials - Contents. Bill of Materials - Control. Bill of Materials Overview. Stacked Balloons. Summary Information - Custom and Configuration Specific.

Hardware Issues and Recommendations. Related tasks Bill of Materials - Inserting. Bill of Materials - Part Number Column.

solidworks auto bom

Bill of Materials - Save as Excel File. Related reference Document Properties - Bill of Materials. Thank you for your comments. We will contact you if we have questions regarding your feedback. Print Topic Select the scope of content to print: Just this topic This topic and all topics linked from this topic This topic and all children of the topic in the table of contents.

Never show this message again. Other versions:. Feedback on this topic. User Interface. Moving from 2D to 3D. Design Checker. Detailing and Drawings. Detailing Overview. Setting Detailing Options. Model Items. Model Items PropertyManager. Add or Update a Style. Bill of Materials BOM.Which also means I am not using them in the best way possible. When you do have a drawing with a cut list or BOM, it seems like the balloons are linked to the table.

While in reality balloons are only linked automatically when the table is on the same sheet as the view! The image below shows a view for a single weldment on the second sheet. The table is on the first sheet. When you change the order of the table, the item number changes but the balloon text stays the same. So be very aware of this when changing the sorting order in a table. Especially when working with multiple sheets.

I thought you could only add balloons to a drawing, but then I remembered that you could also add a bill of materials to an assembly. Turns out you can add balloon annotations to assemblies as well.

It seems that every time you add a balloon and it disappears, it stays around but it is hidden. Stacked balloons are a blessing. They allow you to do group components that belong together, like this bolt, nut and washer:. To delete a single balloon from a stack: click the balloon you want to delete, then press delete. To add a magnetic line, go to the Annotation toolbar and click the button right under the Auto Balloon button.

Now click to create a start point and an endpoint, all the while picking up as many balloons as you like along the way. To add, remove or reorder a balloon, just drag it onto or away from the magnetic line. When there are no balloons left but there are magnetic lines, just add a balloon to make the lines visible again. AutoBalloon tries to add all balloons to a view.

I said tries because there are some limitations. For starters, only components that are visible in that view get a balloon. To catch machine-made and human-made errors like these, our free add-in TimeSavers and our drawing automation add-in Drew have a balloon checker:.

Fair point. I found a trick that might be useful in this video by GoEngineer. The option is that you can change the sorting order in the bill of materials, so the top balloon gets number one, the second gets number two and so forth. This one is pretty useful.If you create a drawing view of a subassembly, such as the crank sub below, the balloons to the same component have different item numbers.

If we want the same part called out with the same number on multiple views, those views must be linked to the same BOM. Why does the balloon numbering not respect the bill of materials BOM item numbers? This can occur for drawings where multiple bills of materials BOM were previously inserted or are inserted. Why does a balloon attached to a general view get a number not listed in the bill of materials? Is it possible to link a balloon attached to a drawing view of a part to a bill of materials BOM of an assembly that contains that part?

The balloons in a drawing may not be following the Bill of Materials if the drawing view is not linked to the BOM. Therefore, the balloon numbers are defaulting to assembly order. The balloons added to the drawing view will now match the BOM item numbers. View Moreā€¦.

Looking for Online Training? View our Classes. Meet the Author. John Setzer John discovered his love of teaching early in life. As the only CSWE with a state certification in teaching, John is well-versed is teaching all types of learning styles. Upcoming Events. Fri Mon Tue Aug Macros are grouped by categories: part assembly, drawing, performance etc. Add-in also allows to manage multi-user environment by storing the configuration in the centralized location.

Custom macro buttons in the toolbar. Macro exports selected assembly component or part to stl format without the need of activating the document. Macro can optionally apply transformation to the exported STL to reorient the output. Power Shell script to export part file to parasolid format. Macro will display the callouts with the diameter values of all selected circular edges in the 3D model. Macro removes all of the equations or optionally only broken equations in the active model part or assembly.

Macro will create child configuration where all the dimension will be set to average value based on the minimum and maximum values of the tolerance. Macro replaces the text in the dimension names of the selected feature or features. VBA macro which updates coordinates of the free form through XYZ points curve from the linked external text file. Macro copies all the file specific properties into the properties of the active configuration.

Macro renames all configurations of assembly or part into the value of the specified configuration specific custom property. VBA macro to rename sheet metal flat patterns after the corresponding cut-list feature names. Macro adds additional selection criteria to the advanced selection tool allowing to select components which are excluded from bom, envelope, float etc.

Macro counts all unique components selected in the assembly and displays the result in the commands bar. Macro move the components selected in the graphics area into a new folder in the feature manager tree. VBA macro to open each selected component in the assembly in the separate window in the same position they appear in the current assembly view. VBA macro to create copies of all selected components in the assembly and purge configurations in each of them.

Example demonstrates how to open the folder of the selected component in the assembly in the Windows File Explorer. VBA macro to copy specified custom properties from the selected or default drawing view into the drawing properties. VBA macro to scale drawing views in the current sheet based on the geometry size and specified map. This macro increments the numeric value of the notes by matching regular expression e. Adds the watermark feature license with custom message and name which cannot be deleted or edited.Edit Balloons is available when a drawing view contains a BOM and balloons that have Item Number as their balloon text.

When the drawing contains a bill of materials, use Item Numbers to set the balloon sequence. Sets the properties to apply to all balloons. For details, see Balloon PropertyManager. Applies document-level layer settings to each type of dimension, annotation, table, or view label detail. Use the form below to send your comments and suggestions about this topic directly to our documentation team.

The documentation team cannot answer technical support questions. Click here for information about technical support. We have detected you are using a browser version older than Internet Explorer 7. For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer.

To report problems encountered with the Web help interface and search, contact your local support representative. All rights reserved. Auto Balloon PropertyManager Set the properties when inserting auto balloons in a drawing.

solidworks auto bom

Select a drawing view in which you want to insert the balloons. Replace balloons Deletes all balloons that have Item Number as their balloon text and inserts balloons as specified by the Auto Balloon PropertyManager. Resequence existing balloons Modifies the ordering of the existing balloons as specified by the Auto Balloon PropertyManager.

SOLIDWORKS Composer Quick Start Guide #5: Bill of Materials

Style Defines the balloon style. For details, see Styles. Item Numbers When the drawing contains a bill of materials, use Item Numbers to set the balloon sequence. Start at Sets initial value. Increment Sets increment value. Do not change item numbers Keeps bill of materials item numbers as is. Follow assembly order Sets balloons and bill of materials to follow the assembly order in the FeatureManager design tree. Order sequentially Orders balloons and bill of materials items sequentially, starting with Start at and incrementing by Increment.

First item When Order sequentially is selected, choose an item to be used as the first item. Selected: Balloon 2 appears once Cleared: Balloon 2 appears twice for the same component.

Balloons: 15 tips (and two problem fixes)

Balloon Settings Sets the properties to apply to all balloons. Clear to set the style or thickness. Layer Layer Applies document-level layer settings to each type of dimension, annotation, table, or view label detail. Parent topic Auto Balloons. Related concepts Style. Magnetic Lines. Specifying that Balloons Are Automatically Inserted. Specifying Auto Balloon Default Layout. Inserting Magnetic Line Automatically. Related reference Document Properties - Balloons.

SOLIDWORKS Tutorial - BOM Customization

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