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12. How to Set Parameters Based on Part of Other Parameters Within the Same Model 31
When creating pattern tables in Creo, it defaults to an internal spreadsheet using what is called protable. If you would prefer to
use Excel for these tables instead, you are able to do so. Here’s how...
3. Select Add and type in part_table_editor and set the value to excel.
And as simple as that, you will now be able to create or edit pattern tables using excel instead of protab.
The Intelligent Fastener Extension (IFX) in Creo Parametric 3.0 allows you to automatically add standard screws, bolts, nuts, and
washers to your assemblies. IFX will make sure that not only are the hardware parts placed in the correct location, but also that the
necessary holes are made to the appropriate standard in the supporting parts/plates.
You will find the new Intelligent Fastener options for your assembly in the ‘Tools’ tab.
To explore the IFX capabilities, let’s take a look at assembling a standard hex head bolt, two washers, and a hex nut to an
existing axis. There is no need to manually create any holes in the models. We will have the clearance holes and a counterbore
to recess the bolt head created automatically.
First, expand the (Screw) menu in Tools tab, then select (Assemble on point or axis).
For the Position Reference we will select the Mount axis. The fasteners and holes will be centered on that axis.
The Screw Head reference will be the surface on the bottom of the bolt head (or washer) contacts. The top surface of the
mounting flange (shown in green below) was selected for our example.
The system can automatically place a screw/tapped hole combination, or a bolt/nut combination. The surface selected for the
Nut/Thread reference will determine which type of fasteners are used. Selecting the top (visible) surface of the plate (gray part
above) will yield a screw/tapped hole setup. When the surface normals of the Screw Head & Nut/Thread face in the same
direction, as shown below, the screw/tapped hole combination will be used.
To achieve the bolt/nut combination we want in our assembly, the bottom surface (hidden) of the plate must be selected at the
Nut/Thread reference as shown below. When the surface normals of the Screw Head & Nut/Thread face in opposite directions
the bolt/nut combination will be used.
After selecting OK to accept the top face of flange as the Screw Head surface and the bottom face of the plate as the
Nut/Thread surface, the Screw Fastener Definition dialog box opens with a bolt & nut setup.
To include a washer under the bolt head, check the top ‘Side 1 Washers’ box and select the type of washer desired.
The ‘Side 2 Washers’ option will place a washer under the nut.
With the (Permanently set length automatically) option selected, notice that a 1 ¼” bolt length was chosen.
The automatic fastener length is based on the thickness of the mating parts, number and size of washers used, and which
counterbore options were applied.
We’d like to recess the bolt head into a counterbore, so the Side 1 – Counterbore box needs to be checked. Notice that bolt
length has been automatically adjusted from 1 ¼” to 1” once the counterbore is included.
After completing the command, a hex bolt, hex nut, and two washers are automatically added to the assembly.
In addition to adding the fastener components to the assembly, the system creates the clearance holes and counterbore features.
When setting parameters in Creo, sometimes you may want these parameters to be driven by a measurement. In order to so,
first take the measurement by going to your analysis tab:
Then select the type of measurement and the measurement references. Next, Select the save icon in the top right, and choose
“Make Feature” and name your measurement feature.
Measurement features show up as features in your model tree, and as with any other feature in your model tree their order in the
model tree matters. In the figure below we have two volume measurements saved as features. One before the shell feature,
and one after the shell feature.
We can use these measurements to determine the capacity of the bottle by going to “Relations” in the Model Intent group of the
Tools tab...
To do this, expand the Local Parameters at the bottom of the menu and click the icon and type in the name of
the parameter and leave the type set to real number. Next, define capacity in the relations box to be the value of the first volume
measurement minus the value of the second volume measurement.
To do this you enter the following: type of measurement followed by “:fid_” (ex: volume:fid_) After the underscore you enter the
name of the specific measurement (ex: volume:fid_measurement_volume_1). So for this example you would enter
“Capacity=Volume:FID_MEASURE_VOLUME_1-VOLUME:FID_MEASURE_VOLUME_2”
Select OK and regenerate the model, and the parameter will be defined.
Here’s a common question I get asked a lot in class: “How do you have a blended background for the 3D model, and a solid
black background in sketcher?”
It was fairly easy to setup in the older Wildfire versions of Pro/ENGINEER, but with the Creo versions it’s much less obvious how to
do it.
https://youtu.be/ccP4nfEjq_o
Often I am asked how to set up a default working directory in Creo. The following suggestions are different methods one can use to
set up a desired working directory.
1. Once Creo Parametric is launched, the program directory can be changed by clicking on the Select Working Directory
command from the Home tab. Once the ‘Select Working Directory’ dialog box appears, you can type in the full path to the
desired start directory. Click the OK button to finish. Once you exit Creo, the set directory is not saved.
2. While running Creo, click on File tab > Options. From the Creo Parametric Options dialog box, select the ‘Configuration
Editor’ option. Add and apply the option file_open_default_folder in your config.pro file. Use the value option
working_directory to set up your desired start directory. The next time you launch Creo, the software should automatically
start in the chosen directory.
3. Right click on your Creo Parametric icon on your desktop. From the menu, select the Properties command. From the
‘Properties’ dialog box, select the ‘Shortcut’ tab. Under the Start in: field, type in the full path to your desired start directory.
Click the ‘OK’ button to finish. The next time you launch Creo, the software should automatically start in the chosen directory.
4. If your situation is that the configuration files have their own directory, Option #2 will not solve the problem. In this case,
a suggestion would be to use mapkeys to set your desired directory. This would be especially useful if you work in various
projects at the same time. Each project would have its own directory and associated mapkey to select it.
You are able to select the Analysis tab in Part mode and Assembly mode to access options to measure specific parameters in a
3D model.
To perform a distance measurement, expand the Measure fly-out menu and select the Distance option.
The launched Measure: Distance dialog box appears and can be expanded, if necessary, by clicking on the + (expand) button.
Select the required reference entities to measure the distance between them. The Results field can be expanded to display the
results within the Measure: Distance dialog box.
By activating Replace mode for second reference selections, repeated dimensions can be more easily created.
By single-clicking on the additional reference, the newly selected reference will replace the tagged reference and update the
distance measurement from the original reference.
Alternatively, by setting the configuration option measure_auto_replace_mode to yes, Creo Parametric will flag the second added
reference as “Replace” automatically.
Spinal Bend
To create a spinal bend in Creo 3.0 you need solid geometry to bend, and a curve to be the “spine” profile. Below is the sketch for
the extrude that will be our solid geometry for this example:
For the spine profile, if you want the same length for the sketch, you can use the perimeter dimensioning tool within a sketch to set
the perimeter dimension, or you could use relations.
To use the perimeter tool you click perimeter in the dimension group:
Then you select the entities that you want to include in the dimension (hold control to select multiple entities)
You will then be prompted to select a driven dimension. In this case I’ve chosen the length of the line segments to be the driven
dimension. It adds var after the dimension, making it so this dimension will now be determined based off the perimeter dimension
and any other driving dimensions.
Once you have your sketch and solid geometry, you can begin the spinal bend.
Next, select the geometry to bend, and select the spine within the references flyout.
The spinal bend will display as shown, and can now be completed.
This is with the bend entire selected geometry from spine start option, but you can also bend from spine start to specified depth,
or bend from spine to selected reference.
Below is the same selected spine and solid geometry, but it is now set to bend to a specified depth of 50 with a locked length.
If you uncheck the lock length, the original length will not be preserved, and will display as shown below.
If you find that you need to resize a model in Creo, it could be very time consuming to re-dimension each individual feature.
Creo has a Scale Model command that can be used instead. So below we have a model that we want to scale down to half
of the shown size:
Then it will need to regenerate for the changes to take effect, so we click yes to the following message.
Now if we check the values of the model, they will display as shown below:
And this makes the changes to the actual features. It does not create any new features in the model tree.
In Creo, the configuration file options control the design environment for part and assembly models, and the drawing setup file
options add additional controls to the detailing environment.
The drawing setup file option projection_type controls the orthographic projection standard in the drawing. Orthographic
projection is a way of drawing a three-dimensional object from different directions.
There are two projection type options- first angle and third angle.
7. Click Add/Change.
8. Click OK.
Part_Name=rel_model_name
Where “Part_Name” is the name of the parameter you want equal to the model name. An example is shown below:
Then select ok and regenerate the model and the parameter “Part_Name” will be set equal to the model name
(The model name for this example is Parameters_123).
For more on relations and parameters check out our Creo 3 Advanced Part class.
PART_NAME=EXTRACT(REL_MODEL_NAME,1,
SEARCH(EXTRACT(REL_MODEL_NAME,1,
(STRING_LENGTH(REL_MODEL_NAME))),”_”)-1)
After clicking ok and regenerating the model the parameter “Part_Name” is now set to “Parameters”.
PART_NO=EXTRACT(REL_MODEL_NAME,
(SEARCH(REL_MODEL_NAME,”_”)+ 1),
((STRING_LENGTH(REL_MODEL_NAME))-(SEARCH(REL_MODEL_NAME,”_”))))
After clicking ok and regenerating the model the parameter “Part_No” is now set to “123”.
Each relation should be entered on its own line (resulting in only two lines of relations from the above relations). These relations
are looking for the underscore within the model name and extracting the string before the underscore for the part name and
extracting the string after the underscore for the part number.
If you want to set up a new parameter that is part of another parameter, you can do so with the following equation:
New_Parameter=extract(param,(string_length(Parameter))-X,Y)
Where “New_Parameter” is the name of your new parameter and “Parameter” is the name of the parameter you are taking
characters from. “X” is how many characters from the end of the string you want your new parameter to start at and “Y” is how
many characters you want included in your new parameter.
The following relation sets a new parameter called “Part_no” to take the last 3 characters from the parameter “Part_name”,
which is currently set to “Parameters_123”.
Part_no=extract(Part_name,(string_length(Part_name))-2,3)
After clicking ok and regenerating the model the parameter “Part_no” is set to “123”.
First setup your family table within your part (or parts). Next at the assembly level click on the family table icon and then click
to add an item to the family table. Select Component for the type and select the part that you want to add to the family table
(the part that you have multiple instances of).
Then, select this icon: , to add rows to the family table. Select the cell within the column for the part you’ve added to the table
and the new row you’ve added. Select Tools -> Replace Using -> Family Member.
A new dialog box will open showing all instances that you have for that component. Select the instance you wish to use for that row.
Alternatively, even though instance names will not display if you click the drop down from the cell, you can just type the instance
name instead of selecting Y or N from the drop down.
To create raised text on a surface, first create a datum plane in front of the surface.
Create a sketch on the new datum plane. Within the sketch environment, click the text icon in the sketching group.
Create a vertical line, starting at the bottom point to choose text placement and height. Then enter the text and set font and
position (based off of the vertical line you created).
Complete the sketch. Then, select the surface that you want to add raised text to.
Click References -> Define and select the plane that you created earlier. Then select the project icon in the sketching group.
The dialog box shown below will open. Select the loop option.
Then select a curve from all loops from the text you created earlier.
To call out a parameter in a drawing from the part or assembly that the drawing references, you need to type “&Parameter”,
where “Parameter” is the name of the parameter that you want to see the value of. An example of this would be if you had a
parameter called “Part_No” within a part set to a value of “1”, and you typed “&Part_No” within a note. The note would then
display “1” instead of “&Part_No”.
Within an assembly drawing, you can also create notes to call out parameters from parts or sub-assemblies. To do this you either
need to know the session id of the part or sub-assembly, or you can attach the note to the model that you would like to take the
parameter from. If you use an attached note, you can type &PARAMETER:att_mdl where “Parameter” is the name
of the parameter that you want to see the value of. An example of this is shown below using “Part_No” as the name of the
parameter.
Then select what you want the note attached to (this will be the model that you’re pulling the parameter from) and
type &PART_NO:att_mdl
This will then return the value of the parameter “Part_No” for the attached model within the note.
If you would like to display a parameter from a model shown, that the note is not attached to, you will need to discover the session
id for that model. To do this, go to Tools > Relations > Show > Session ID.
Select the model type that you want to find the session id of, then select that model and select done. At the bottom left of the
screen the session id will then be shown.
Create a note, and within the note type “&PARAMETER:session id #”. An example of this would be “&PART_NO:4” where the
parameter “Part_No” is being called out from the part with the session id 4.
Then type view_scale_format into the option box, and set the value to the format that you would like.
If you are setting it to fractional, you may also want to change view_scale_denominator to whatever denominator you want for your
drawing scale. Below I have set it to 4.
With this set if we try to change the sheet scale of the drawing or the scale of an individual view, it will round to the nearest ¼.
Then go to the Tools tab and click the drop down arrow next to model, and select sheetmetal.
You can set this to generate a bend report, radii report, or design check, and you can choose whether to create a saved file,
display the report on the screen, or both.
Then go to File>Prepare>Model Properties and click change next to flat state instances.
Select create from the menu, then type in the name for the flat instance of the part.
And the system prompt in the bottom left will display as shown:
If you select Fully Formed, it will initiate an unbend feature. Select the checkmark, select done, then select close.
You will now have a flat and a fully formed state of this part within your family table.
If your part was in a flat state already, Then select Fully Flat, it will then prompt you to select the unbend features in your part.
If you want the generic instance of this part to be fully formed, then select yes. Then select Done/Return, close.
You will now have a flat and a fully formed state of this part within your family table.
To create a conditional drawing note, you must first create a new parameter. To do so, click on the Parameters icon in your tools tab.
Then Click on the “+” icon in the Parameters window and type in the name for your new parameter.
Then click ok. Next, click on the relations icon in the tools tab.
IF d1 (Equal, greater than, less than, greater than or equal to, or less than or equal to) d2
Parameter =
ELSE
Parameter = “text”
ENDIF
Where “Parameter” is the name of the parameter you created, d1 and d2 represent any dimensional symbols in your part,
and “text” is the text you want displayed in the note if your expression isn’t true.
IF d6 >= d35
Clearance = d6-d35
ELSE
Clearance = “Does not fit”
ENDIF
Then create a drawing, add a note, and type &Parameter into the note, where Parameter is the name of the parameter you
created. In the example Clearance is the name of the parameter, so the note would be &Clearance and would display as
whatever the value of d6-d35 is if d6>=d35, and would display “Does not fit” if d6<d35.
Webcast Follow-up:
Creo 4.0 Updates
Rand 3D hosted a webcast to cover the many updates to Creo Parametric 4.0. If you missed the webcast, you can
view the recording here.
Plus, Rand 3D Technical Training Engineer, Mike Brucker, answered questions that were asked at the end of the webcast, and
summarized his responses below:
Q: Any way to turn off all pop ups when you are doing things?
A: I don’t believe you can disable the yellow notification windows globally. However, some, but not all, of those notification windows
will have a checkbox at the bottom to not show that window in the future.
Q: Can you have the automatic simplified reps and custom created reps active at the same time?That is, run generally
on automatic, but also have maybe a “No fasteners” defined rep.
A: You can only have one Simplified Rep active at a time. However, each component within any Simplified Rep can be set to
Automatic or Exclude.
In this example, we set the top-level assembly to the Automatic representation, selected all the hardware from the tree, and set the
hardware to the Exclude representation.
Q: When a layer is hidden and it hides the features, does that actually hide the feature in the model tree as if you had
hidden the feature itself?Hiding in the model tree is no longer independent from the layer functions.
A: The hiding of individual items and the hiding of Layers are still two independent functions. The only change to Creo 4.0 is that
the Model Tree will show the hidden items grayed-out regardless if they were hidden individually or belong to a hidden Layer.
Q: Are there any rectangular tubing creation tools? I’m asking this because we usually create a 3D model of tubes to be
imported for tube laser programming.
A: Yes, Creo 4.0 does have a Piping application for creating pipes, tubes, and hoses of any shape.
A: Yes, there’s a configuration option to disable the new automatic selection of sketcher references from model geometry in
Creo 4.0. File>Options>Configuration Editor. Set “sketcher_snap_model_geometry” to No.
Q: Showing my age here, but can we have the classic ProE blue graphic back as a selectable option for the backgrounds?
A: The old blue background color is not one of the predefined color schemes in Creo4.0, but you can still manually set the
background to any color you want. File>Option>System Colors>Graphics>Background.
: Yes, Creo 4.0 has several enhancements to drawings. Many of these are related to creating and displaying Geometric
A
Tolerances and Datums. Here are a couple examples:
Mike Brucker
A Technical Training Engineer at Rand 3D, Mike’s primary responsibilities include instructing software
classes in CATIA V5, CATIA V6, ENOVIA V6, Pro/ENGINEER, and Creo Parametric. Receiving a Bachelor
of Science degree in Mechanical Engineering from Northern Illinois University, he has been an instructor
at Rand since 1994 focusing on solid modeling with many workbenches and modules of CATIA V5 and
Pro//ENGINEER and Creo.
Mike is also a husband and father to two sons and a daughter. In his free time he enjoys building furniture
and home improvement projects.
Natasha Reaves
Natasha is a Technical Training Engineer for Rand 3D. As a graduate of North Carolina Agricultural and
Technical State University, she earned her Bachelor’s and Master’s degrees in Mechanical Engineering.
After graduating, Natasha served as a mechanic in the U.S. Army National Guard and worked as a
mechanical designer for a multinational telecommunications and data networking equipment
manufacturer. Her love of CAD manifests at Rand 3D, where she has worked happily for 15 years.
Natasha trains in software developed by PTC and Dassault Systèmes.
When not working, Natasha enjoys traveling, going out to the movies, and reading novels.
About Rand 3D
Rand 3D is a division of Rand Worldwide—one of the world’s leading providers of technology solutions and professional services to
organizations with engineering design and information technology needs. Our focus is on offering professional, high-quality training
solutions for PTC software users.
More detailed information on any of these topics can be found in our Creo training classes:
(Classes available for Creo Version 1.0 through Creo Version 5.0)
Creo Parametric 4.0: Core Update from Creo Parametric 2.0
Creo Parametric: Advanced Part Design and Advanced Assembly Design and Management
Creo Simulate
Creo Simulate: Structural and Thermal Analysis
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