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Toolbox Configuration, Allow only set configurations to be used

Question asked by Joe Pickens on Jun 22, 2017
Latest reply on Jun 22, 2017 by John Wayman

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I am working on Configuring Toolbox for the company I work for. the issue i am having is you can create and limit fields but I don't see how to limit combinations of fields. I am currently working on the bolt part for my toolbox and I have over 22,000 possible configurations of bolts and only approximately 200 of those configurations will have a part number assigned to them. Thus I do not want my users to be able to select any configuration that doesn't a part number associated with it.

Is there a way to set up the toolbox so if there isn't a part number assigned to it, the user cannot select that configuration?

Jody Stiles

Jun 22, 2017 9:16 AM

Correct Answer

Hi Joe,

There is no way to turn off individual configurations within Toolbox at this point but you can disable the various sizes and lengths that you don't need by clearing the check boxes in the Size and Length tables. I've also seen the Comment field used to tell the user whether or not the part is stocked.

We do have an enhancement request for...

SPR 547880: Ability to disable individual configurations in the 'All Configurations' table for any Toolbox component

Jody

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John Wayman Jun 22, 2017 8:49 AM

I don't know that this is the right way to do it, but I made a company library folder in the toolbox and copied the sub-folders from the main toolbox folder into the company library folder. I then switched off (Disabled) the folders in the main toolbox folder, so the users cannot use them.

Finally, I edited the copied folders in my company library to contain only the fasteners I wanted, and gave the configurations the appropriate part numbers.

It's a bit of a faff, but it seems to work.

When there is a situation that requires the use of a fastener that we don't stock, the engineer asks me. I enable or create the fastener configuration and give it a part number, but put 'NOT STOCKED' in the description. That way, the description in the feature tree shouts 'NOT STOCKED' whenever the fastener is used, which I hope will discourage the engineers from using it. Fingers crossed, touching wood, etc.

Cheers,

John

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Joe Pickens @ John Wayman on Jun 22, 2017 9:05 AM

that sounds similar to what i am doing but im not catching how to stop users from selecting configurations that dont have part numbers associated with them. Here is a pic of my sample toolbox with 18560 possible configurations of a bolt and i only want my users to be able to select configurations 3,5 and 8 and not any of the others. How is that done?

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John Wayman @ Joe Pickens on Jun 22, 2017 9:18 AM

Joe,

Here is a picture of part of ours:

So I have enabled only the specific configurations that we stock. All the others are disabled.

I am the only one who messes with the toolbox. The users just drag fasteners from the toolbox icon in solidworks into their assembly, so they are only presented with the options I have enabled.

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Jody Stiles

Jun 22, 2017 9:16 AM

Hi Joe,

We do have an enhancement request for...

SPR 547880: Ability to disable individual configurations in the 'All Configurations' table for any Toolbox component

Jody

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4 Replies

John Wayman Jun 22, 2017 8:49 AM
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I don't know that this is the right way to do it, but I made a company library folder in the toolbox and copied the sub-folders from the main toolbox folder into the company library folder. I then switched off (Disabled) the folders in the main toolbox folder, so the users cannot use them.
Finally, I edited the copied folders in my company library to contain only the fasteners I wanted, and gave the configurations the appropriate part numbers.
It's a bit of a faff, but it seems to work.
When there is a situation that requires the use of a fastener that we don't stock, the engineer asks me. I enable or create the fastener configuration and give it a part number, but put 'NOT STOCKED' in the description. That way, the description in the feature tree shouts 'NOT STOCKED' whenever the fastener is used, which I hope will discourage the engineers from using it. Fingers crossed, touching wood, etc.

Cheers,

John
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- Joe Pickens @ John Wayman on Jun 22, 2017 9:05 AM
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  that sounds similar to what i am doing but im not catching how to stop users from selecting configurations that dont have part numbers associated with them. Here is a pic of my sample toolbox with 18560 possible configurations of a bolt and i only want my users to be able to select configurations 3,5 and 8 and not any of the others. How is that done?
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  - John Wayman @ Joe Pickens on Jun 22, 2017 9:18 AM
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    Joe,
    Here is a picture of part of ours:
    
    So I have enabled only the specific configurations that we stock. All the others are disabled.
    I am the only one who messes with the toolbox. The users just drag fasteners from the toolbox icon in solidworks into their assembly, so they are only presented with the options I have enabled.
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Jody Stiles Jun 22, 2017 9:16 AM
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Hi Joe,

There is no way to turn off individual configurations within Toolbox at this point but you can disable the various sizes and lengths that you don't need by clearing the check boxes in the Size and Length tables. I've also seen the Comment field used to tell the user whether or not the part is stocked.

We do have an enhancement request for...
SPR 547880: Ability to disable individual configurations in the 'All Configurations' table for any Toolbox component

Jody
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Toolbox Configuration, Allow only set configurations to be used

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