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How to make the drawing "Link to Property" feature update scale value outputs as drawing view scales are adjusted?

Question asked by Kevin Piper on Nov 28, 2016
Latest reply on Nov 29, 2016 by Kevin Piper

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I'm sorry if this is answered, I couldn't find a great way to search for an answer to this question to find a solution but I'm sure it has been mentioned previously. When linking to properties via the note feature in drawings, the scale link is linked to whatever scale the part is originally sized to when you import it into the drawing. Adjusting the scale of the part in the drawing does not change the "link to property" scale value. Is it possible to set this property to change as you adjust the scale? Or is there another property for that situation that I'm missing? Attached are 2 images to illustrate my question in case I'm not being clear enough. Thanks.

Glenn Schroeder Nov 28, 2016 4:42 PM

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As Jeremy Feist said, the best practice would almost certainly be to set your view to sheet scale...

...and then adjust the sheet scale (RMB on sheet tab > Properties... > see below) to get the drawing view to the desired size relative to the sheet. The note in the title block will update accordingly, assuming it's linked to the sheet scale. If it doesn't update, and you need help linking it, reply back here. I'm leaving for the day, but I'm sure someone else will help with that.

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Jeremy Feist Nov 28, 2016 4:27 PM
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the note in the sheet or sheet format can only link to the sheet scale. in general, you should be changing the sheet scale (in the sheet properties) NOT individual view scales.
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- Craig Schultz @ Jeremy Feist on Nov 28, 2016 4:49 PM
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  The only views that shouldn't be allowed to bet set to sheet scale are detail views, aux views, etc that have the scale listed under the view. Those and iso views.....
  
  Only my opinion, but good lord would I have had a lot less headaches dealing with drawings over the last 20 years.
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  - Kevin Piper @ Craig Schultz on Nov 29, 2016 11:46 AM
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    Pardon my ignorance, but what makes "sheet scale" better to change than the custom scale? My habit has always been to change the custom scale (because it's more accessible, faster, and I can visually see the scale changes to gauge if I need to go bigger or smaller) and have that be the universal scale for all parts on a page (with the scale denoted as this on the bottom of the page). Then if I need to have a view that is not this "universal custom scale" I use that view's custom scale and place text below the view with the non-universal scale denoted. It just seems clunky to need to go into a separate property box to change the "sheet scale". Thanks.
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    - Glenn Schroeder @ Kevin Piper on Nov 29, 2016 11:59 AM
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      Kevin Piper wrote:
      
      Pardon my ignorance, but what makes "sheet scale" better to change than the custom scale? My habit has always been to change the custom scale (because it's more accessible, faster, and I can visually see the scale changes to gauge if I need to go bigger or smaller) and have that be the universal scale for all parts on a page (with the scale denoted as this on the bottom of the page). Then if I need to have a view that is not this "universal custom scale" I use that view's custom scale and place text below the view with the non-universal scale denoted. It just seems clunky to need to go into a separate property box to change the "sheet scale". Thanks.
      Is that note parametric or do you edit it manually?
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      - Kevin Piper @ Glenn Schroeder on Nov 29, 2016 12:54 PM
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        The only parametric value that can be linked there is the sheet scale (view scale seems to require the view to be linked to the note to work). I wanted to be able to set a custom view scale to a parent view (so all views had the same scale) and have that linked to in the bottom. because it's more work to change the sheet scale than it is to do a custom view scale (odd as that is). I heard this is different in SW16 elsewhere (shortcut key for sheet scale in 16?) and we'll be transitioning to that soon which should help.
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        Craig Schultz @ Kevin Piper on Nov 29, 2016 1:33 PM
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        If you use sheet scale on the parent view, that solves everything.
        
        RMB --> Properties --> type in a number --> Ok is very similar to click on the view --> change the scale --> ok
        
        There is a shortcut in 16, but you still have to go into properties to change to anything not the same as the standards they set up.
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        Kevin Piper @ Craig Schultz on Nov 29, 2016 2:10 PM
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        Yes, what the other user linked showing the scale for SW16 looks like what I wanted. You're correct that the processes are very similar, I just saw one as slightly less complicated and more intuitive so wanted to set up my drawings to work off that. I'll use the sheet scale links as recommended and look forward to the update in SW16 to what I wanted.
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        Glenn Schroeder @ Kevin Piper on Nov 29, 2016 1:41 PM
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        Kevin Piper wrote:
        
        The only parametric value that can be linked there is the sheet scale (view scale seems to require the view to be linked to the note to work).
        That's what I thought, but wanted to be sure I hadn't missed anything. So you have to manually enter the value at the bottom of the sheet for the scale. In my opinion that's asking for trouble. I'd much rather set my drawing views to the sheet scale so the note will be parametric.
        Kevin Piper wrote:
        
        I heard this is different in SW16 elsewhere (shortcut key for sheet scale in 16?) and we'll be transitioning to that soon which should help.
        I think this is what you're referring to.
        
        Anyway, you set your workflow however you want, but you won't convince me that setting drawing views to a custom scale and then manually editing the note in the title block is faster, easier, or otherwise better than setting the views to sheet scale and not having to worry about the note.
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        Kevin Piper @ Glenn Schroeder on Nov 29, 2016 2:05 PM
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        Anyway, you set your workflow however you want, but you won't convince me that setting drawing views to a custom scale and then manually editing the note in the title block is faster, easier, or otherwise better than setting the views to sheet scale and not having to worry about the note.
        My posting wasn't to convince anyone of anything. I was seeking how to link to the custom view scale instead of the sheet scale so that I didn't have to manually enter it each time, I'm not sure how this miscommunication occurred. With SW15 the only way I know of to change the sheet scale is to open the sheet properties and manually adjust it there. If I am not satisfied with the adjustment I then have to go back in to change it again. In this manner the auto-fill with the link works. I wanted the same type of auto-fill with custom scale values, but it looks like you have to have a note linked to the drawing for that to auto-fill, and I wasn't sure how to do that without an arrow.
        
        This is what I need so the issue will be resolved when I update.
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        Glenn Schroeder @ Kevin Piper on Nov 29, 2016 2:15 PM
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        Sorry about the misunderstanding. Believing it may be helpful, many of us here will offer what we believe is a better workflow when someone posts a question. Some of us forget that not everyone wants or appreciates that.
        
        I don't know of any way to have the title block note in the sheet format update to reflect a custom drawing view, if that's what you're asking.
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        Kevin Piper @ Glenn Schroeder on Nov 29, 2016 2:38 PM
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        Perfectly alright, I do appreciate the better workflow suggestions. Thank you.
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    - Craig Schultz @ Kevin Piper on Nov 29, 2016 12:03 PM
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      1) All of the views scale together.
      
      2) The sheet scale called out should be the default for all unmarked views.
      
      3) Less notes for you to change (marking all the views with proper scale)
      
      4) If you are making all of those custom views, do mark them with the correct scale but make sure it's linked to that view scale. Otherwise there could be a crossing of the streams where the text doesn't match the actual view scale.
      
      5) If you do need a bigger view, why not use a detail view? The custom scale is already marked...... Then change the scale of your detail view if needed. Which you're already doing the way you are now..... But saving you the time of placing text and the possibility of the scale call out not matching the actual scale.
      
      6) Using sheet scale solves your original question.
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- Kevin Piper @ Jeremy Feist on Nov 28, 2016 5:01 PM
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  Thank you for pointing this out to me.
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Chris Champions Nov 28, 2016 4:28 PM
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what happened if you rebuild the dwg? is it updated?
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- Kevin Piper @ Chris Champions on Nov 28, 2016 5:00 PM
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  Rebuilding does not solve the issue. As others have informed me, the link is to sheet scale and I was adjusting the custom scale. The two properties aren't tied.
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Glenn Schroeder Nov 28, 2016 4:42 PM
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As Jeremy Feist said, the best practice would almost certainly be to set your view to sheet scale...

...and then adjust the sheet scale (RMB on sheet tab > Properties... > see below) to get the drawing view to the desired size relative to the sheet. The note in the title block will update accordingly, assuming it's linked to the sheet scale. If it doesn't update, and you need help linking it, reply back here. I'm leaving for the day, but I'm sure someone else will help with that.
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- Kevin Piper @ Glenn Schroeder on Nov 28, 2016 5:01 PM
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  Thank you for the elaboration and illustrations, this helped me understand what he was saying.
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Jeremy Feist Nov 29, 2016 2:13 PM
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and FYI, a note can be attached to a view without it having a leader.

if the note is created within a view boundary (the dashed outline you see when the cursor is over a view), it will be attached to that view. alternately you can "lock view focus" to the view prior to creating the note, and then the note can be created anywhere, but will be attached to that view.

after creation a note can be attached to a view also, right click on the note and select attachment.
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How to make the drawing "Link to Property" feature update scale value outputs as drawing view scales are adjusted?

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