Options

The Options tab allows you to configure how the Bill of Materials (BOM) is exported to Excel, including layout, naming, structure, and formatting preferences.

Option	Description
Export Location	The output folder where the Excel BOM will be saved. In the example, it's set to a path under the vault: Vault root folder\API\Sandbox.
Save copy in original folder?	When enabled, also saves the exported file in the same folder as the original document. This is disabled in the current configuration.
File name	Defines how the output file is named. The current format uses: $(Description)-{FileName\withoutExtension}-{ConfigurationName}.

Export Settings

Option	Description
Export All Configurations BOMs	If enabled, exports BOMs for all configurations. This is unchecked in the current setup.
Ignore @ Configuration	Skips the default @ configuration during export. This is unchecked in the current setup.
Add Level Column	Adds a level column to indicate the assembly hierarchy in the BOM. This is enabled in the current setup.

Bill of Materials (BOM) Settings

Option	Description
PDM BOM Layout	Specifies the BOM layout to use. In the example, the layout is set to Engineering BOM.
Group By	(Optional) Specifies a column to group BOM rows by (e.g., Part Number or Description). This is empty in the current setup.
Display Style(s)	Specifies how to display BOMs: Indented, PartsOnly, Flattened. Multiple styles can be selected.
Export All Sub-Assemblies As Separate BOMs	If enabled, creates separate BOM files for each sub-assembly. This is disabled in the current setup.
Omit Columns	Allows hiding specific columns during export. In the current setup, the columns #, Description, and Revision are omitted.

Excel Template

Option	Description
Xlsx template	The Excel .xlsx template file to use for formatting the exported BOM. In the example, it is set to Vault root folder\API\Sandbox\template.xlsx.
Starting address	Defines the starting cell (row:column) in Excel. The example uses 2:1, meaning row 2, column 1.

Thumbnails

Option	Description
Enable Rhumbnails	Adds a thumbnail column.
Background Color	Background color (shades of green) for each level: