Settings for Referencing

Generally activate referencing ?

3-D parts can be referenced in HiCAD directly during their creation. The dialogue windows of the part creation functions contain the Referenced checkbox for this purpose.

If you want 3-D parts to always be referenced, set this parameter to Yes. The Referenced checkbox will then always be active in the part creation dialogue windows.

Referenced 3-D parts On/Off

Defines the update mode for externally referenced parts.

Available modes are:

• On, with save (default)
  Drawings with referenced parts can be automatically updated, both upon loading and saving.
• On, without Save
  Drawings with referenced parts can be automatically updated upon loading. Upon saving no check will take place.
• OFF
  No automatic updating of drawings with referenced parts will take place, neither upon loading nor saving.

Show selection dialogue when saving referenced parts

If desired, you can suppress the selection dialogue when you load, save or delete referenced 3-D parts.

If you set the corresponding switch to No , the selection dialogue will be suppressed, i.e. the updating will be performed without any further queries. This also applies if referenced parts are not found. If the Delete switch is set to No , referenced parts that are not found will be automatically deleted from the drawing.

Show selection dialogue when loading referenced parts

Show selection dialogue when deleting referenced parts

Automatic name selection for referenced parts without database entry

If parts are to be saved as referenced parts without database entry, the assigning of the name for the referenced part can either take place automatically by HiCAD, or manually. The default setting is , i.e. the name must be entered manually. For this to happen, the Save file dialogue window will be displayed.

To use the automatic assigning of names, activate the checkbox. HiCAD will then automatically assign a name, and display the Part attributes window.

Compared part attributes for identical part search when referencing

Here you specify the part attributes that are to be compared when performing the identical part search. Click Collection  button and enter the strings in the String Collection Editor (one per row). The default setting is $BK (Article master ID).

Update sectional views, detail views and cut-outs when loading referenced parts

This parameter determines whether sectional views, detail views and cut-outs are to be updated automatically when you load referenced parts.

Update colour

Update layer

Update line type

By activating or deactivating the corresponding checkboxes you determine whether colour layer and line type are to be updated when loading referenced parts.

These settings are also considered in the Parameterise part attributes function and also apply to non-referenced parts.

Synchronize item numbers/part attributes when updating file

This parameter determines the way in which item numbers and part attributes will be synchronized for referenced parts. It will be considered when you use the Referencing - Update identical parts function.

Recommendations

If this entry is set to For main and sub-parts, the item numbers of all referenced derived parts will be deleted during the derivation with HELiOS (see also Referencing: Use case 2).

Automatically update referenced parts after each change

This parameter determines how the updating of externally and internally referenced identical parts is to be done.

Possible settings are:

Yes (default)

When changing externally or internally referenced parts, all identical parts in the current drawing will be updated automatically. This is the recommended setting.

No

The updating of the identical parts not dot take place automatically, but must be performed manually. However, this should only be done by experienced users!

Query

When changing externally or internally referenced parts with identical parts in the current drawing, the following dialogue window will be displayed:

If several referenced parts have been changed (e.g. in order to change a colour), the dialogue window will be displayed for each changed part.

Important:

The settings No and Query have the following effects on the saving of referenced parts:

• When saving a referenced part HiCAD checks whether this part has been recently modified or finished.

If this is the case, you can save immediately. If several "siblings" of an identical part have been modified in a different way, the change of the other, already modified siblings will then be lost. For instance, if one identical part had obtained a chamfer, and another identical part of the same referenced part had obtained a fillet, one of these modifications will be lost.

If this is not the case, i.e. if the part has not been modified or finished, HiCAD will search among its siblings for a recently modified or finished part. As soon as the first part has been found, it will be saved, irrespective of whether there are any other modified siblings.

Example:

In the image below, the referenced cylinder has been inserted three times.

Then, a bore has been applied to the 2nd cylinder, and the base surface of the 3rd cylinder has been chafered. The 1st cylinder has not been modified.

If you now apply the Save ref. part function to the 2nd cylinder, a direct saving takes place. Upon the next updating of the drawing, the chamfer will get lost.

If you apply the function to the 3rd cylinder instead, a direct saving will also take place. Upon updating of the drawing, the bore will get lost.

And if you apply the function to the 1st cylinder, HiCAD will notice that it has not been modified, and searches for modified identical parts. In this example, the 2nd cylinder will be found.

• When you save referenced part, sub-parts containing old identical parts will not be updated, as the updating of these parts will take place upon a later loading anyway.

Update identical parts of referenced parts before saving

This setting is only important if referenced parts are not to be automatically updated, i.e. if the parameter Automatically update referenced parts after each change is set to No or to Query.

If the checkbox is active (default), the identical parts of all processed referenced parts will be updated before saving the drawing. This updating can be revoked via UNDO if desired.

Important:
This setting only refers to the saving of the entire drawing!
It does not apply to Switch drawing actions, not to UNDO / REDO actions with regard to drawings, not to internal saving for temporary backups, not to the AutoSave mechanism, not to workshop drawings and detail drawings!

Save dimensions and weld symbols

When updating referenced parts, it may be the case that dimensions and weld symbols can not be assigned anymore. By activating this checkbox you determine the assignment of dimensions and weld symbols to the upper part

Synchronization of attributes

If referenced parts have part attributes which are not to be updated on a regular basis, the synchronization can also take place in a specific, targeted way. Find detailed information here.

Lock referenced parts without KRA file against processing (Repl. Manager)

Referenced parts that do not have a KRA file can be locked against processing in the drawing. To do this, set the value to Yes.

Lock referenced parts for other users during processing

Referenced parts are by default locked for other users while they are being processed. If you want to change this behaviour, set the value to No.

Lock non-updated, referenced parts against processing

Referenced parts that have not been updated yet can be locked against processing. To do this, set the value to Yes.

Lock referenced parts if model drawing is read-only

Use this parameter to lock referenced parts of against editing when working in read-only model drawings.

If the parameter is set to Yes, please note the following:

• A file is considered a "read-only" file, if
• it has been opened with the HELiOS function "Open, read-only",
• it has the Workflow status "Released",
• it has been opened via the Explorer with the "Open drawing, read-only" option, or
• you have not the permissions required for an opening of the file.
• If you attempt to modify a referenced part in a read-only file, the following message will be displayed:

• If you attempt to manually save a referenced part in a read-only file, the following message appears:

• During some operations you will only realize at the end that a referenced part was changed. In such cases the following message will be shown:

During simultaneous use of HELiOS please note the following:

When working with HELiOS, the parameter Lock referenced parts if model drawing is read-only, as well as the HELiOS setting Allow part exchange in drawings (HELiOS Options > Database > HiCAD) will be considered during updating and saving of referenced parts in read-only model drawings. This settings does not only affect the loading of a locked model drawing (referenced parts may not be updated from the computer), but also the saving of changed referenced parts. For example, if the setting option Not for released or read-only has been chosen, the message Save rejected (Drawing is locked)! has always been displayed upon saving of referenced parts. This applies even in cases where the parameter Lock referenced parts if model drawing is read-only in the Configuration Editor has been set to No. The dialogue for the saving of referenced parts will not appear either, but the changing of referenced parts will be allowed.

Update variants

If a variant in the drawing is linked to the database, and the database contains a newer revision index of the variant, this parameter determines whether the variant will be updated in the drawing.

Entered document master not in DB: -> Referenced part locked?

If a drawing contains a referenced part with a document master which is not found in the database, e.g. if being processed by suppliers, this setting determines whether the part will be locked.

DB document attribute written to part attribute "Designation"

This parameter determines which database attribute will be assigned to the part attribute Designation.

Lock parts against processing if HELiOS article master is locked

This parameter determines whether parts will be locked if the HELiOS article master has been locked.

Lock parts for other users, via HELiOS article master

If an article master has been assigned to a part in HiCAD, and this article master has been locked in the database, (e.g. due to its release or due to missing change permission) this parameter determines whether the part is also locked against processing in HiCAD.

Update article master index

If a article master has been assigned to a part in HiCAD, and the database contains a newer revision index of the article master, HiCAD will ask you whether the index should be updated when you load the drawing (default setting).

If a referenced part also has a newer document master, the updating will be automatically performed for the article master, i.e. affected are primarily parts without document master.

Allow part exchange in drawings

This parameter defines whether and when parts of drawings that have already been released may be replaced.

• Not for released or read-only
  If a drawing with changed referenced parts is loaded that has been released and for which the user has no change rights, the changed referenced parts are not updated.

• Not for released
  If a drawing with changed referenced parts is loaded where a user does not have change rights to the drawing/part master of the drawing/main assembly due to user/group/role authorisations (i.e. not due to document sharing but due to authorisations), the changed referenced parts are updated anyway.

• Always
  Changed referenced parts are always updated, regardless of the release and authorisations.

Saving changed assemblies

This parameter determines when externally referenced assemblies are offered for saving when saving a drawing.

• Only structurally changed assemblies
• Also assemblies with new indices included
• All assemblies with changed sub-parts