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Document properties
david_watkins
Member Posts: 15 PRO
Is there a way to set and link to document properties? Everything in my documents are the same project and I would like to have a project properties at the document level that I fill in one time and is linked on all drawings in the document. I found the workspace properties "Name" but can't find how to link to it on a drawing? Can more be added?
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Answers
Start here:
You can edit 1 or multiple parts at a time by shift selecting from the list on the left
All the properties on the right are OnShape Default. If you want to add more, you will need to create a "Company" and add more properties in that way.
Whenever you set the owner of the document to the company, than all of the properties defined in the company will also show here.
Link them to your drawings by creating a note and using the drop down shown here:
More information here:
https://www.youtube.com/watch?v=2Bzm55kCiLI
Has there been any movement in this since?
I think I am looking for the same thing: Workspace properties that automatically inherit to new parts and which I can then reference in a drawing title block, as opposed to part or company properties. I have different projects at any one time and I'd just like all the parts created in one workspace to inherit user-defined default workspace properties like Project, Product Line, Client, or the like. Setting a company property appears not to be a good solution, because I'd have to cange that every time I edit a document from different Project (which I might do several times a day), so that'd be bound to cause more trouble than it could ever solve.
Reasons: I just want consistent text in my title blocks and also I'm fed up with typing that time and again.
Not "workspace" properties. You can only reference "Drawing" properties and "Sheet Reference" (the model that is referenced in the sheet)
Which are these two buttons here:
But you could create a global variable table. Set your properties there, then push those properties into your parts at the part studio level. It won't work for assemblies though.
Honestly, there has been no issue for us to just edit the drawing tab. Selecting all the tabs at once, then making one edit. Is fast and simple.
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The Property Manager sub-app from the CADSharp Toolbox will let you manage project wide properties. A project being any workspace or tab you assign to it.
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RENDERCAD
rendercad.ai - Photorealistic product rendering.
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Hi @john_mcclary , yes, that is my issue: I can only reference "Drawing" properties and don't like the workflow with editing all the drawing tabs. If I use the tabs you pointed out, that means I'd have to fill in the respective properties for each and every part and assembly I create, or edit each and every title block, with typically the majority of the input being identical for all.
In the past, I worked around the issue by creating dedicated drawing templates for each Project/Client, witth these already filled in, but that approach has a certain lack of flexibility, and to be honest: That isn't what I'd expect of a parametric CAD system.
My dream workflow would be to
Wasn't there some fancy FS that could bulk-edit properties? Maybe that could be an alternative way to work around the lack of built-in functionality here, but FS not being available for assemblies would hit a limit, I suppose.
you can edit bulk properties buy pasting them into the BOM at the assembly level
I usually edit hundreds of parts in just a few clicks
I've just created a google sheet that I edit the top two blue squares.
Then paste the BOM from the model on the right hand side of the sheet.
Change a couple DET numbers or Sheet numebers using spreadsheet tools to automate that.
Then the result is on the left grey area. I copy that, then paste it back into the BOM in Onshape. Give it a few seconds to apply and you're done
works the same for 2 parts as it does for 200 parts
Then you reference the part properties vie the Sheet Reference option in the drawing
@john_mcclary , I see how you do that. It is a bit of a loop, but could be a way to consolidate properties in an existing assembly. New parts will require another run.
I guess we need autofill in BOM, don't we? :0)
@MichaelPascoe , that looks good, but in the video you say it works on tabs, so it does not go down to a part? I ask because that'd mean if a drawing is referenced to a part rather than a tab, it won't get updated?
@martin_kopplow Yes, currently it only does the tabs, but would be pretty easy to add functionality to also control child content. Is this something your company would be interested in sponsoring? If not, I can add it to the list of improvement requests.
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RENDERCAD
rendercad.ai - Photorealistic product rendering.
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@MichaelPascoe I have no clue what the price tag of such a thing might be, but as for my company: I am pretty much alone. ;0)