& Construction
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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
In this lesson, we’ll walk you through the different ways in which you can search for an item, then insert it into your design, and resolve any resulting cBOM/eBOM anomalies.
This will become a common task, especially if your tenant has a project of standard parts.
In this video, we’ll show you how to use Quick Search and Advanced Search to find specific assemblies and components, and how you can then insert a search result into your cBOM.
Transcript
00:05
In this video, we'll show you how you can use the Quick search and the Advanced search,
00:09
and how you can then insert a search results into your cBOM and eBOM.
00:13
So, let's take a look.
00:17
One of the possible uses of projects in Upchain is for a standard library of parts.
00:22
You may have a set of common parts that you'd be looking to use over and over again, such as screws, bolts, and other fasteners.
00:31
Upchain provides you with cross project searches from the CAD plugin,
00:35
so that you can locate items you wish to reuse as-is in your project without having to leave your project.
00:44
Quick search is a cross project search that searches across item names, item numbers, or item descriptions.
00:51
And returns the item versions where its name, number, or description partially matches your search term.
00:57
This is a quick way to perform a general search and is a useful way to find what you're looking for without needing to know many details of the item.
01:10
To perform a quick search, click the search button to open the search page. Then click in the quick search bar.
01:19
Type in a search term. Note that wildcards do not work, and then press "Enter".
01:26
The results shown are those from projects of which your team member and any other project that is set to public.
01:38
You can click on each item in search results and review its details in the lower pane.
01:44
That way you can confirm that you have the item that you want to use.
01:49
If you wish to use one of the items from the search results, right click on it and select "Open".
01:55
This downloads the file to your home folder where you can then insert it into your assembly.
02:01
Advanced search is a cross project search that allows you to be as precise as necessary in your search to find what you need.
02:08
You can search for items or files and specify additional search criteria such as projects or customer attributes,
02:16
to narrow down your search results.
02:19
This is a useful way to find exactly what you need.
02:22
To perform an advanced search, click the "Search" button, then click the "Advanced Search" button.
02:29
This opens the advanced search window. Here, you configure your search criteria.
02:39
The left drop-down is where you specify what object will be returned in the search results.
02:47
The next dorp-down allows you to specify whether this search results need to match all of your search criteria or only some of your search criteria.
03:07
The next drop-down is a list of all available attributes to search for based on the chosen objects on the left.
03:15
Here, we've chosen "Item" and so we have a list of item attributes to search for.
03:22
The next drop-down is the attribute search, the attribute operator search,
03:28
that specifies how Upchain performs the search
03:33
based on the attribute you chose.
03:39
The last field depends on what attribute and search operator is chosen.
03:44
For example, it could be a text field or a drop-down menu or a calendar. Note, again, that wildcards do not work in text fields.
04:01
You can click the plus button to add an additional line to the search that falls within the same objects.
04:09
These are all governed by the same match all, match any drop-down menu.
04:14
And you can add as many lines here as you need.
04:22
Click the parenthesis button to add a sub collection of search criteria.
04:26
These again fall under the same objects, but are governed by their own match all, match any drop-down menu here.
04:40
You can remove any line with the X button.
04:46
If you wish to add additional search criteria that pulls from other object attributes,
04:51
click the Add type button to add an additional search objects.
05:01
This adds a new line,
05:03
and is governed by the AND/OR operator to govern what its relationship is to the top line.
05:12
And it provides you with all of these additional objects that you can use to narrow down your search.
05:16
For example, searching for items that contain certain file types or belong to certain projects.
05:23
The top line should always be the object that you're looking for.
05:27
Because we're working in the CAD plugin, we can only work with items or files. So that's what you should choose for the top level.
05:35
The rest of the available objects allow you to narrow down the search results based on a wide variety of options as we've seen.
05:49
You can make this search as simple or as complex as needed based on what you know about the item you're looking for.
05:57
For example, let's configure a search using categorization.
06:27
This is where categorization becomes a very powerful tool, especially for things like standard parts.
06:33
Categorization is a special set of item attributes that act as labels for items. Categorization must be configured by your tenant administrator.
06:42
And by having it set up at the beginning of using Upchain, you can then apply it to items as they are created where relevant,
06:49
and this makes it easier to find them later on.
06:54
Once you've got your search configured, you can save your search to use it over and over again, if this is a search that you would use quite often.
07:04
This saves you from having to configure the search every single time, especially if it's quite a complex search.
07:13
Once you've got your search configured, press Enter or click the Search button.
07:26
The results shown are those from projects which you're a team member of and any other project that is set to public.
07:33
This is why you should make standard part libraries public projects so that all users are able to access the items.
07:43
The items listed here are the latest versions of the items. If you wanted a different version, you'd have to search for it.
07:51
You can click on each item and review its details on the right-hand side.
07:55
This allows you to review the item to ensure it is the correct one before you download it and start using it.
08:10
If you wish to use one of the items from the search results, you have two options. Download and Insert.
08:17
Download brings up the download window where you download the file to your home folder. And then you can manually insert it into your assembly.
08:26
Insert, download the file to your home folder and then automatically insert it into the origin of your open assembly.
08:38
Clicking the download button means you are presented with the download window, where you can further configure what version you'd like to download.
08:48
This places the file in your home folder. And from there, you can then insert it into your checked-out assembly.
09:30
Now refresh the cBOM view.
09:45
Notice the inserted component is now highlighted red in the cBOM view, and there is a warning symbol with a tooltip.
09:53
This indicates the item has not yet been added to the eBOM. This only happens during a Save or a Check in.
10:05
Right click the assembly,
10:08
and choose "Save", if you want to keep working on the assembly, or "Check in" if you are finished working on the assembly.
10:15
Generally, Upchain assumes that anything you add to your cBOM should be added to the eBOM as well.
10:21
So, it does this for you during the Save and Check in process, and no further action is required on your part.
10:30
Should you wish to modify the eBOM quantities, you can do so from the item view and load the eBOM attributes.
10:45
Click the Insert button from the Advanced search window means Upchain automatically downloads the file to your home folder,
10:53
and then inserts the item into your assembly at its origin.
10:57
This saves you a few clicks from inserting the component yourself, and you can focus on positioning it correctly.
11:06
Refreshing the cBOM view, again we see the inserted component is highlighted red.
11:14
With the tooltips you indicate, it has not yet been added to the eBOM.
11:20
Again, Save or Check in the assembly to have Upchain added to your eBOM for you.
11:51
If you have an assembly checked out and you want to swap a part for another one,
11:55
you can right click the item and select "Replace component".
12:01
This brings up the Advanced search window where this time the option to replace is now enabled.
12:08
Replace removes the selected component and inserts the chosen one from the results.
12:16
To replace a component, select it from the search results, and then click "Replace".
12:22
Upchain now removes the original item and inserts the chosen item from the search results.
12:28
Again, this saves you extra clicks from having to do the swap yourself, and you can now, of course, focus on positioning that inserted component.
12:43
This process does not update the eBOM. So, again you'd have to Save or Check in.
12:50
If you're working with very large assemblies, a quicker way to check in is to use root check-in.
12:56
To do this, first root refresh the cBOM view.
13:05
Root refresh displays the open assembly at the top of the tree with only its first level of items below it in the cBOM and eBOM views.
13:13
It is quicker than refresh as it only looks at the first level children and nothing deeper.
13:18
Right clicking a child component brings up no options. So, you're only concerned with working with the parent assembly.
13:25
To root check-in, right click the assembly and choose "Save" or "Check in".
13:31
This message indicates what will happen next.
13:34
Only the assembly is checked in. The first level items in the cBOM are pushed to the eBOM if they weren't there already.
13:40
And all subcomponents are ignored, even if they're checked out. eBOM only items are also maintained.
13:51
Root check-in is a faster way to commit cBOM changes to your eBOM. This is useful for working with large drawings as well.
Video transcript
00:05
In this video, we'll show you how you can use the Quick search and the Advanced search,
00:09
and how you can then insert a search results into your cBOM and eBOM.
00:13
So, let's take a look.
00:17
One of the possible uses of projects in Upchain is for a standard library of parts.
00:22
You may have a set of common parts that you'd be looking to use over and over again, such as screws, bolts, and other fasteners.
00:31
Upchain provides you with cross project searches from the CAD plugin,
00:35
so that you can locate items you wish to reuse as-is in your project without having to leave your project.
00:44
Quick search is a cross project search that searches across item names, item numbers, or item descriptions.
00:51
And returns the item versions where its name, number, or description partially matches your search term.
00:57
This is a quick way to perform a general search and is a useful way to find what you're looking for without needing to know many details of the item.
01:10
To perform a quick search, click the search button to open the search page. Then click in the quick search bar.
01:19
Type in a search term. Note that wildcards do not work, and then press "Enter".
01:26
The results shown are those from projects of which your team member and any other project that is set to public.
01:38
You can click on each item in search results and review its details in the lower pane.
01:44
That way you can confirm that you have the item that you want to use.
01:49
If you wish to use one of the items from the search results, right click on it and select "Open".
01:55
This downloads the file to your home folder where you can then insert it into your assembly.
02:01
Advanced search is a cross project search that allows you to be as precise as necessary in your search to find what you need.
02:08
You can search for items or files and specify additional search criteria such as projects or customer attributes,
02:16
to narrow down your search results.
02:19
This is a useful way to find exactly what you need.
02:22
To perform an advanced search, click the "Search" button, then click the "Advanced Search" button.
02:29
This opens the advanced search window. Here, you configure your search criteria.
02:39
The left drop-down is where you specify what object will be returned in the search results.
02:47
The next dorp-down allows you to specify whether this search results need to match all of your search criteria or only some of your search criteria.
03:07
The next drop-down is a list of all available attributes to search for based on the chosen objects on the left.
03:15
Here, we've chosen "Item" and so we have a list of item attributes to search for.
03:22
The next drop-down is the attribute search, the attribute operator search,
03:28
that specifies how Upchain performs the search
03:33
based on the attribute you chose.
03:39
The last field depends on what attribute and search operator is chosen.
03:44
For example, it could be a text field or a drop-down menu or a calendar. Note, again, that wildcards do not work in text fields.
04:01
You can click the plus button to add an additional line to the search that falls within the same objects.
04:09
These are all governed by the same match all, match any drop-down menu.
04:14
And you can add as many lines here as you need.
04:22
Click the parenthesis button to add a sub collection of search criteria.
04:26
These again fall under the same objects, but are governed by their own match all, match any drop-down menu here.
04:40
You can remove any line with the X button.
04:46
If you wish to add additional search criteria that pulls from other object attributes,
04:51
click the Add type button to add an additional search objects.
05:01
This adds a new line,
05:03
and is governed by the AND/OR operator to govern what its relationship is to the top line.
05:12
And it provides you with all of these additional objects that you can use to narrow down your search.
05:16
For example, searching for items that contain certain file types or belong to certain projects.
05:23
The top line should always be the object that you're looking for.
05:27
Because we're working in the CAD plugin, we can only work with items or files. So that's what you should choose for the top level.
05:35
The rest of the available objects allow you to narrow down the search results based on a wide variety of options as we've seen.
05:49
You can make this search as simple or as complex as needed based on what you know about the item you're looking for.
05:57
For example, let's configure a search using categorization.
06:27
This is where categorization becomes a very powerful tool, especially for things like standard parts.
06:33
Categorization is a special set of item attributes that act as labels for items. Categorization must be configured by your tenant administrator.
06:42
And by having it set up at the beginning of using Upchain, you can then apply it to items as they are created where relevant,
06:49
and this makes it easier to find them later on.
06:54
Once you've got your search configured, you can save your search to use it over and over again, if this is a search that you would use quite often.
07:04
This saves you from having to configure the search every single time, especially if it's quite a complex search.
07:13
Once you've got your search configured, press Enter or click the Search button.
07:26
The results shown are those from projects which you're a team member of and any other project that is set to public.
07:33
This is why you should make standard part libraries public projects so that all users are able to access the items.
07:43
The items listed here are the latest versions of the items. If you wanted a different version, you'd have to search for it.
07:51
You can click on each item and review its details on the right-hand side.
07:55
This allows you to review the item to ensure it is the correct one before you download it and start using it.
08:10
If you wish to use one of the items from the search results, you have two options. Download and Insert.
08:17
Download brings up the download window where you download the file to your home folder. And then you can manually insert it into your assembly.
08:26
Insert, download the file to your home folder and then automatically insert it into the origin of your open assembly.
08:38
Clicking the download button means you are presented with the download window, where you can further configure what version you'd like to download.
08:48
This places the file in your home folder. And from there, you can then insert it into your checked-out assembly.
09:30
Now refresh the cBOM view.
09:45
Notice the inserted component is now highlighted red in the cBOM view, and there is a warning symbol with a tooltip.
09:53
This indicates the item has not yet been added to the eBOM. This only happens during a Save or a Check in.
10:05
Right click the assembly,
10:08
and choose "Save", if you want to keep working on the assembly, or "Check in" if you are finished working on the assembly.
10:15
Generally, Upchain assumes that anything you add to your cBOM should be added to the eBOM as well.
10:21
So, it does this for you during the Save and Check in process, and no further action is required on your part.
10:30
Should you wish to modify the eBOM quantities, you can do so from the item view and load the eBOM attributes.
10:45
Click the Insert button from the Advanced search window means Upchain automatically downloads the file to your home folder,
10:53
and then inserts the item into your assembly at its origin.
10:57
This saves you a few clicks from inserting the component yourself, and you can focus on positioning it correctly.
11:06
Refreshing the cBOM view, again we see the inserted component is highlighted red.
11:14
With the tooltips you indicate, it has not yet been added to the eBOM.
11:20
Again, Save or Check in the assembly to have Upchain added to your eBOM for you.
11:51
If you have an assembly checked out and you want to swap a part for another one,
11:55
you can right click the item and select "Replace component".
12:01
This brings up the Advanced search window where this time the option to replace is now enabled.
12:08
Replace removes the selected component and inserts the chosen one from the results.
12:16
To replace a component, select it from the search results, and then click "Replace".
12:22
Upchain now removes the original item and inserts the chosen item from the search results.
12:28
Again, this saves you extra clicks from having to do the swap yourself, and you can now, of course, focus on positioning that inserted component.
12:43
This process does not update the eBOM. So, again you'd have to Save or Check in.
12:50
If you're working with very large assemblies, a quicker way to check in is to use root check-in.
12:56
To do this, first root refresh the cBOM view.
13:05
Root refresh displays the open assembly at the top of the tree with only its first level of items below it in the cBOM and eBOM views.
13:13
It is quicker than refresh as it only looks at the first level children and nothing deeper.
13:18
Right clicking a child component brings up no options. So, you're only concerned with working with the parent assembly.
13:25
To root check-in, right click the assembly and choose "Save" or "Check in".
13:31
This message indicates what will happen next.
13:34
Only the assembly is checked in. The first level items in the cBOM are pushed to the eBOM if they weren't there already.
13:40
And all subcomponents are ignored, even if they're checked out. eBOM only items are also maintained.
13:51
Root check-in is a faster way to commit cBOM changes to your eBOM. This is useful for working with large drawings as well.
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