Managing SOLIDWORKS BOM templates using BOM+

BOM+ allows users to create custom templates to render the Bill Of Materials. Templates are files in the *.bpt format

Managing Template Files

BOM+ templates are located in %localappdata%\Xarial\CADPlusToolset\BomTemplates location.

To create a new template, select the corresponding command from the context menu

Template Editor

To edit an existing template, double-click the file to open the editor.

1. File path of the current template
2. Name of the template to display in the templates selector
3. Type of the BOM
   • Flat - all items are promoted to a top level
   • Indented - items preserve the hierarchical structure
   • Top Level Only - only top level items are displayed
4. File Path identity - indicates that components should be grouped under a single row if their paths are the same
5. Configuration identity - indicates that components should be grouped under a single row if their reference configurations are the same
6. Reference identity - indicates that components should be grouped under a single row if their component references are the same
7. Filter to include part files
8. Filter to include assembly files
9. Filter to include cut-list items
10. Filter to include non-modeled items
11. Enables the custom filter for the scope of items
12. Expression of the custom filter
13. List of columns in this Bill Of Materials table and their names
14. Source of the value for the column
    • Name - name of the item (file name, configuration name, etc.)
    • Configuration Name - Name of the referenced configuration of the component
    • Part Number - BOM specific part number of the SOLIDWORKS file defined in the SOLIDWORKS configuration settings
    • Property - Value of the custom property for SOLIDWORKS file or property for the item
    • Reference - Reference of the component
    • Formula - Expression based formula for the custom value
    • Quantity - quantity of this item in the structure
15. Additional argument for the source of the value
    • Property - name of the custom property
    • All other sources - Not Applicable
16. Group By option - indicates that rows must be additionally grouped based on the value in this column. If more than one group is specified, items are grouped only if all of the values in these columns are equal.
17. Command to save current template

Identity

The Identity group lets you define the rules for grouping identical components into a single row. If components are grouped, the quantity of the row is summed.

Components that are equal based on the selected identities are grouped under a single row. For example, if the File Path and Configuration identities are selected, all components that refer to the same file and have the same referenced configuration are grouped.

If the File Path, Configuration and Reference identities are used, components are grouped if they refer to the same file and referenced configuration and have the same component reference.

If none of the options in the Identity group are checked, all components will be treated as a single row.

Custom Filter

The custom filter lets you specify additional logic for which items should be included in the BOM.

The filter is based on the Expression Box and supports formulas.

If the formula evaluates to true, the item is included in the BOM; otherwise it is excluded

Supported variables:

• Name - name of the item
• Configuration - referenced configuration of the item
• Part Number - part number of the item
• Property - value of the property of the item. The property does not need to be present in the template to be used in the filter
• Quantity - quantity of the item

Backstage Menu

1. Save current template file
2. Save a copy of the current template to another file
3. Manage license
4. Register or Buy the copy of CAD+ Toolset
5. Check for updates (enable/disable auto updates)
6. Open help page
7. Open about dialog