Creo Tutorial – How to Make and Edit UDFs

Creo Tutorial – How to Make and Edit UDFs (User Defined Features) – Creating For The Kingdom
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Creo Tutorial – How to Make and Edit UDFs

(User Defined Features)
 February 3, 2015  steventaitinger
User Defined Features (UDFs) are Creo objects that you can create to speed up the creation of common features
you use or to give your features more parameters and “smarts” than you would normally have time for since you
only need to do it once to use it many times. This is my mostly exhaustive instruction set for Creo UDFs. I have
detailed how you can create my two best UDFs so that you can see real world examples of how to make UDFs
quickly that can save you lots of time. Each example highlights many of the tricky parts so read both examples
even if you aren’t trying to build that UDF exactly.
Problem:
You notice yourself spending a significant amount of time creating similar features over and over again
https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

Ex. 1 Generic Thread revolves and cosmetic threads.

Ex. 2 Stub Acme revolves, notes, and cosmetic threads (click here for a free Stub Acme Dimensions/Note
Calculator I made)
Solution using UDFs:

In Ex 1 I will show you how to create UDFs. In Ex 2 I will show you how to edit UDFs. There are key differences
and editing UDFs is particularly bothersome.
Ex. 1 Generic Threads

To create a UDF create a new part or use an existing one. It is usually easier to create a new one because it is better
to create references in UDFs that use as little references to non-UDF geometry as possible. If you reference part
datums or geometry of other features in a part that are not included in the UDF group of features than when you
go to place the UDF in another part you will have to select all those references in the new part even if they could be
implied by fewer geometry references. This wastes time when using a UDF.
Create the features of your UDF. Make sure all your UDF feature references are as self-contained as possible. Ie.
Instead of the side plane I will reference the edge surface of the cylinder since I need that anyways for my revolve.
Instead of the top plane I will use the center axis as that more closely matches my design intent and protects me
when trying to add the UDF to parts that don’t meet the current Weatherford standard of having a TOP plane. We
could even imply the end surface by making the end point of our chamfer liner vertically constrained over the end
point of the ID surface line. However, I do want to be able to choose which end of the ID surface the face of the
thread should be on so I do need an end surface reference. The one step that is easy to miss is when setting up the
sketch plane. Set the sketch plane to have the FRONT plane and the end surface as references.

For the thread revolve geometry I set it to have a little chamfer for looks and a 3/4 TPF taper to match the most
common thread looks. I set the thread to be only 1in long because in UDFs if you have adjustable geometry you
want it to be as small as possible in the UDF so you can apply it to the smallest parts possible without having to
redefine the feature while you are placing the UDF. It is easier to edit a dimension to be larger after you have
placed it than to go through the menus or a failed placement trying to remember which feature needs to be
redefined. A ¾ TPF is entered into the revolve taper angle over the diameter directly as atan(.75/12). As I accept
that value it asks me if I want to add that formula as a sketch relation.
Feature or sketch level relations of features in the UDF group are added to the part the UDF is placed in as feature
or sketch level relations. Part level relations and parameters are not added to the destination part. We will talk
more about relations and parameters in Ex 2.
Let’s create a sketch to represent the cosmetic thread for this udf.

Again let’s make sure that only the end surface and the FRONT plane are selected as initial references to setup the
sketch plane. We can reference the geometry of the revolve since that is included in the UDF feature group. I keep
saying UDF feature group since we will actually group all the features of the UDF at the end. Grouping the UDF
features is an important step that keeps the UDF from asking for names for internal references and from asking
the user to select references before they place the UDF even though the references don’t exist yet. When the UDF
gets placed it is easy to ungroup the features if required. I made the cosmetic thread terminate at the end point of
the taper so that you can place this generic thread UDF in a part where the generic thread extends to the full length
of the blanking ID without failing. If I would have set the cosmetic thread to be constrained on the flat part of the
ID then for parts like I previously mentioned it would error.
I create a sketch/construction level centerline in order to not add a new datum to the destination part. Then I
mirror the sketched lines over the datum and with all lines selected set the line style property to hidden as this
shows up nicely in the PDFs in Windchill.
Then I will accept the sketch, select my features I want to be placed with my UDF and group them.

Now we are done creating the features and it is time to actually create the UDF. The UDF Library command is how
you both create and edit UDFs. The UDF command is just to place a UDF.
From the popup old school style menu you can create new UDFs or edit existing ones.
Set a name that works with Creo’s crazy name restrictions. The name you enter here will be used as the reference
part name + _gp.

Always select Stand Alone unless you never want to be able to edit the UDF.
Here again always choose yes to create a reference part unless you don’t want to be able to edit it. You could
technically edit a UDF based on a production part. However, if you make any changes to the features of the part
the UDF is based on without first removing them from the UDF, when you go to edit the UDF the link between the
part and the UDF will be broken. You will no longer be able to set or update the features of the UDF based on the
part.
When you click yes to include reference part later it copies your current part and names it the UDF name + _gp. I

believe the _gp part is the same as a regular part. Then the UDF menu pops up. These are the features you have to
create and edit UDFs. It is setup to complete the UDF top down in the menu even though you can jump to other
steps at different times if you don’t plan on using all the functionality.
By default you can start clicking on features to add. Since we grouped all our features we can just click on the
group to select everything we need and then click done in the SELECT FEAT menu and then in the UDF FEATS
menu.
Now if you have setup your features properly it will only ask you for names for the FRONT plane, the centre axis,
the ID surface and the end surface. The names you enter here will be the descriptions given to the user of what
references to select when adding the UDF to a new part.
Now you are done! To place the UDF in a new part simply have the part open, click the UDF tool and select the
new references. I haven’t ever found a time where accepting the defaults is not a good idea.

If you are placing your UDF in a different orientation than in your reference part you may simply click to the next
screen and flip references until your UDF is placing properly.

If you are placing your UDF in a part that is not initially compatible you may also redefine the features of UDF in
order to place them correctly. Go to the Options tab. Select the features you think you need to redefine (or just
click all of them). Then uncheck Auto Regeneration. Click the arrow to go to the first feature. Then click the arrow
to go to the last feature and it will jump you into defining the features you want.

Simply adjust the references or dimensions until it is setup properly and click ok until you get back to the
placement menu. If everything is good you can accept the UDF.
For any part that is only dimensioned from one orientation this generic box thread UDF will work perfectly when
you want to show a tapered premium or API thread. If you need to show the thread from different in section views
at a different orientation you will need to copy the cosmetic thread sketch and paste it in that plane as well in order
for it to show up on all the right drawing views. There are many steps to creating a UDF but it doesn’t need to take
more than a couple minutes once you understand what Creo expects from you. Then you can use those features
over and over again easily by just selecting your new references.
Ex. 2 Stub Acme Threads

Previously we saw that creating simple UDFs can be fairly straight forwards if you are familiar with selecting the
right references and group your features before making your UDF. UDFs really shine however when they are smart
and can adapt to a variety of situations via relations or when you use a family table of features. A family table
allows you to create a group of similar UDFs with various feature or dimension combinations that only apply in

certain situations. I will show you both relations and family tables in this example. Before we start discuss what we
want our feature tree to look like when we are done and why.
Some basic things to note:

• The first feature is a geometry analysis feature. It contains a ref to the ID diameter which we have setup to be the
minor minimum of an ID Stub Acme thread. There is also an OD analysis feature.
• There are 3 revolves on the OD and 3 revolves on the ID.
• There are 4 cosmetic thread sketches on the OD and 4 on the ID.
• Each HAS_INT/EXT_THRD_CUT_PARAMETERS feature also has a sub feature that is a note that can be
placed on a drawing to callout the Stub Acme size.
In Creo designing a feature that can work both as an ID feature with angles or as an OD feature with angles is
impossible as far as I know. Creo doesn’t have any mechanism that knows to flip the direction of an angle if the
larger diameter ref gets switched. We could just use ID features and assume that the end user is smart enough and
motivated enough to just redefine the angles, but that isn’t very nice of us and is probably a waste of time in the
long run.
The diameter analysis features have been created in order to reduce the number of steps required to regenerate all

features. Let me explain.
First, I should point out that this UDF is not designed for a specific Stub Acme size. You can place it on any size ID
or OD you want and it will generate accurate Stub Acme geometry assuming that you have modeled to maximum
material values. This means that the OD you place it on should be the major maximum diameter of the Stub Acme
thread and the ID should be the minor minimum diameter of the internal Stub Acme thread. This means also that
if the user changes the ref diameter after they have placed the Stub Acme UDF, I want it to again regenerate proper
geometry.
Second, the regeneration order of features in Creo goes relations first, then features top down in the feature tree.
The only exception to that is if a feature higher up in the tree/creation order references features below it (bad
idea). Then it will start trying to make things work as best it can. I ran into problems when I first created this UDF
in Wildfire 4 because some of my relations were based on features and also drove other relations that drove other
features. Ie. Everything is calculated based on the reference diameter surface. If I chose to make my ID surface
entirely larger than my previous revolves, it needed 2 regenerations in order to both update the relations, then the
features, then the relations and features again. The problem was that during the first attempt at regeneration there
was no longer any material for the revolves and it would fail. The geometry features seemed to update before the
relations and this allowed for a smooth one regeneration cycle again. However, I just tested this in Creo 2 and it
doesn’t seem like a problem anymore! Nevertheless, I would recommend caution when using multi-step relations-
features setups.
Now let’s talk about my design intent a bit. I wanted to give the user the option to choose between having an initial
thread relief, an end thread relief or no thread relief at all. And I wanted them to be able to choose to place the
Stub Acme thread on the ID or the OD of a part. In the previous example we had no choice but to use a generic
thread form to show the tapered thread because when using premium threads the exact thread geometry is
proprietary. With API or Stub Acme thread forms we could actually do a helical sweep to show the precise thread
geometry. The reason I choose to show the thread form as a hidden line however is for regeneration time. The
machine shops already know how to cut a Stub Acme or an API thread and for clarity on the drawing we just call
out the thread size, blanking dimensions, thread name and weight if applicable (Oil and Gas threads callout an API
casing or tubing weight to fully specify which thread size). You can see a really useful script I made to generate
Stub Acme thread callouts here. Since this UDF already knows all the geometry values for the given Stub Acme size
it also generates the callout note for the drawing as previously discussed. The only way I could think to give the
user all the options I want when placing the UDF is to create a family table of feature groups. This works out well
in that it still only creates one UDF. After the user selects our Stub Acme UDF they can then decide which reliefs
they want if any.

Now let’s step through each feature for the ID features to show you how this is setup. The ref diameter is the first
and is fairly straight forwards.
The first revolve is a little bit tricky to understand. I wanted one feature to contain the relations and parameters
that will be referenced by all the other ID features. I also set this up before I had the ref diameter feature. This
revolve is actually not required if there is a front relief on the part but it doesn’t hurt anything in Creo having
revolves remove material from overlapping spaces.

See below for the relations for the ID features. In order to navigate to feature level relations and parameters you
need to open the relations dialog from the Model tab. Then in the drop down for Look In, select Feature and then
the feature. This is also how you add feature level relations or parameters.
These are all the relations needed. /* stands for a commented line.
/*sets driving diameter

minor_min=DIAMETER:FID_INT_REF_DIAMETER
d = minor_min + (0.6 * p)
/*calculates the values for the note and the cuts
p = 1/TPI
pdt = (0.006 * sqrt(d)) + (0.030 * sqrt(p))
minor_max= minor_min + (0.05 * p)
if TPI10
major_d_offset=.01
endif
major_min = d + major_d_offset
major_max = major_min + pdt
pitch_min = d – (0.3 * p)
pitch_max = pitch_min + pdt

relief =ceil(major_max + 0.01,2)

/*sets the dims of cut of the has_int_thrd_cut_parameters feature
D46=major_max
D48=minor_min
/*sets the dims of the int_end_relief_cut feature
D53=relief
D54=minor_min
/*sets the dims of the int_start_relief_cut feature
D58=relief
D59=minor_min
There is also a “TPI” feature level parameter needed that the user can set when placing the UDF. I have set the
initial value to 8 as that is what we use for just about everything. In this other post you can see how I calculated the
Stub Acme dimension values with references to the Machinery’s Handbook 26e.

The next feature is another straight forwards cosmetic sketch 1in long for when the user has selected no reliefs.
We then have an end relief cut and another cosmetic thread for when the user only wants and end relief.

Next you can see the features necessary for only a front relief.
Then the features for both a start and end relief.

You can see with the right features suppressed or active you can achieve each combination independently. This is
the requirement for a family table UDF to function properly. This could have been modeled with one revolve for
each different scenario as well but I want one feature that can contain the relations and parameters for each
scenario. It would just be asking for a mistake to include the relations in 4 different features that all make the same
calculations. When you go to update it you would have to remember to update each one.
Now let’s open the UDF Library Menu, click Modify, open our UDF and look at the family table.

You can’t see all the features but there is 16 different features to select for 8 different UDF choices that will be
presented to the user. Each choice the user makes simply selects a group of features that will be added to their
part. The Instance Name you set here will be the name of each option the user gets to select from. This table is
overwhelming to look at in Creo. Luckily there is an option for importing a table from Excel. Excel is 100 times
easy to work with for tables than Creo. I have previously added 8 new rows to this table. The Instance Name that is
the same as your UDF name is kind of like the master. it needs to have all the features set to yes and is not an
option the user gets to pick.
The first thing I did in creating this table was to add columns for every feature that I wanted to include in any UDF
option.

This somewhat non-intuitive dialog then pops up where you can choose what type of element the family table
column will contain and how many columns there will be. If you wanted to have a dimension vary between UDF
feature groups you could select as below.
In this case we are just choosing which features to include and so all of the features above needed to be added.
I also want the user to easily be able to select the TPI of the Stub Acme thread before he places it so I add the TPI
parameter as variable like below.

That is basically all to it! You can see that a UDF with several options like this one can take a long time to make. If
you know the steps required to make a UDF though this doesn’t take too much longer than it would take to create
each different version of a stub acme thread in the future. Since I have created a UDF for each one now though I
never have to model a Stub Acme thread again! Also all my notes are associative so when I have to edit my old
models for a design change I can just change the one referenced surface diameter and all the Stub Acme geometry,
cosmetic thread and the note on the drawing will be updated automatically. Every time I get to do that I thank
myself for making this UDF. That really highlights one of the beauties of UDFs. When you are slow at work you can
spend time making really awesome things that will save you time for when you are busy! The more areas you can
find to make your models smart also saves you from making mistakes from a forgetful memory or from being lazy.
If I was just changing a Stub Acme thread by a few thousands of an inch, I probably wouldn’t go back into the
model and change everything. I might even just be tempted to only change the note on the drawing. This way it is
the same amount of work to do everything as it is to just change the drawing!
One last thing I will caution about is workspaces. It might be wise or company policy to have your UDFs in a
different folder than your production work. You might be tempted to try and edit your UDFs in a different folder
without changing your workspace. This will most likely cause errors upon trying to redefine features. To edit a
UDF you always need to make sure your reference part (_gp.prt) and the UDF (.gph) are in the same workspace
and that workspace is active. I found that after editing the features on the reference part, I needed to remove those
features from the UDF erase all the current but not displayed objects in Creo’s memory and then re-add each

feature that was updated. I am not sure how much this has changed from Wildfire 4 but I leave it here just in case.
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12 THOUGHTS ON “CREO TUTORIAL – HOW TO MAKE AND EDIT

UDFS (USER DEFINED FEATURES)”
ANONYMOUS
December 9, 2015 / 10:13 pm
DO YOU HAVE A VIDEO OF THIS
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 Reply
STEVENTAITINGER
December 10, 2015 / 11:25 pm

I don’t. But if you have a specific question I can probably help you!
 Like
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MILES
December 15, 2015 / 4:03 am
How did you create the parametric notes. I don’t see a description of how or where you reference the parameters needed.
Thanks for the great write up.
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STEVENTAITINGER
December 15, 2015 / 3:22 pm
Any note can be parametric. You just have to reference parameters or relation variables instead of typing in the
values directly. The type of note I used I am pretty sure was an annotation feature. I can’t remember how to get
the annotation as a child of a feature though and I think that was important or at least convenient. You might not
be able to do that anymore. My note looked like this…
&D:FID_727-&TPI:FID_727 STUB ACME-2G

C/W 45° END CHAMS
MINORØ &MINOR_MIN:FID_727/&MINOR_MAX:FID_727
PITCHØ &PITCH_MIN:FID_727/&PITCH_MAX:FID_727
MAJORØ &MAJOR_MIN:FID_727/&MAJOR_MAX:FID_727
Where the format goes like

&relation_var_name:FID_feature_id_that_has_the_relation
You have to look up the feature id by adding a column to your tree view.
It looks different if you want to reference part relations or parameters but remember that the part level ones from
the reference part don’t get inserted with a placed udf.

The above gives me a note like

4.500-8 STUB ACME-2G
C/W 45° END CHAMS
MINORØ 4.425/4.431
PITCHØ 4.463/4.486
MAJORØ 4.520/4.543
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ALLEN TOH
March 22, 2018 / 9:04 am
Hi, i’ve got a question needed some help. I need to create a customized thread because the defaults do not have the
dimensions required. ISO M35 x 0.25. I need it in the cosmetic thread. Please help! thank you!
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STEVE
March 22, 2018 / 2:09 pm
Hi Allen, could you be more specific about what dimensions are missing? If you only need to make it once it is
always easier to just draw it yourself with the major and minor dims.
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KEVIN HALL
September 14, 2018 / 1:22 pm

Could I load a ProE model and launch a UDF from outside Creo.
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ANONYMOUS
September 14, 2018 / 2:20 pm
Udfs are a creo function so how would you load one or create one from outside of creo?
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KEVIN HALL
September 14, 2018 / 2:47 pm
That’s my question. Could I use an API to invoke Creo, load a Creo model, pass parameters and action a UDF.
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STEVE T
September 14, 2018 / 4:03 pm
I understand now. Creo has at least three APi’s you can use. Creo Toolkit (C/C++), J-link (which I think is Java)
and their VB API. If you login to https://support.ptc.com/search/Pages/documentation.aspx?k=creo%20api you
can see the VB user guide. P.130 of the Creo 3 VB API User Guide details how to place UDF’s via the API. Here is
an example of how to connect to Creo http://inversionconsulting.blogspot.com/2008/06/proe-vb-api-not-just-
for-visual-basic.html

Note I couldn’t get this to work using Autohotkey. I am pretty sure it was because of the corporate firewall
blocking the Creo com server I needed to connect to. Good luck and let me know if you figure it out!
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HOLGER STEFFEN
July 8, 2019 / 7:28 pm
Hello Steven,
thank you for your nice tutorial.

But I have one question:
How can I modify the udf afterwards,

and all children are also doing simultaneously?
Greetings,
Holger
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STEVE
July 8, 2019 / 7:50 pm
Hello Holger, i tried what you are suggesting. There is an option that sounds sort of like what you want on udf initial
creation. I have no idea how those links would work in a pm system though. I suspect it simple wouldn’t work well if there
was many parts or assemblies involved!
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Creo Tutorial – How to Make and Edit UDFs (User Defined Features) – Creating For The Kingdom

WHAT DOES GOD THINK OF YOU?

CREATING FOR THE

Creo Tutorial – How to Make and Edit UDFs

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

Ex. 1 Generic Thread revolves and cosmetic threads.

Solution using UDFs:

Ex. 1 Generic Threads

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

Ex. 2 Stub Acme Threads

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

Some basic things to note:

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

features. Let me explain.

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

/*sets driving diameter

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

relief =ceil(major_max + 0.01,2)

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

Then the features for both a start and end relief.

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

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DO YOU HAVE A VIDEO OF THIS

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

&D:FID_727-&TPI:FID_727 STUB ACME-2G

Where the format goes like

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

The above gives me a note like

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

thank you for your nice tutorial.

How can I modify the udf afterwards,

https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

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https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

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https://steventaitinger.wordpress.com/2015/02/03/creo-tip-how-to-make-and-edit-udfs-user-defined-features/[3/19/2020 10:07:44 AM]

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