The Options setup tab allows you to define the characteristics of the BOM you would like to export.
Option
Description
Export Location
Specifies the location where the Bill of Materials (BOM) should be saved. The location can be within or outside the vault.
Save copy in original folder?
If enabled, a copy of the exported file is saved in the same folder as the original document, preserving the file organization.
File name
The name of the exported Bill of Materials file. This name will be used when saving the file in the specified export location.
Hyperlink the filename column
Creates hyperlinks in the filename column of the BOM, linking to the document’s location in File Explorer.
Web2Client base url
Provides the base URL for the Web2Client, which can be used to create hyperlinks in the BOM for accessing files through a web-based interface.
Add a level column
Adds an additional column in the BOM that represents the hierarchical level of each assembly or part.
Add parent column
Includes a parent column in the BOM, showing the parent assembly for each part or sub-assembly in the BOM.
Thumbnail API Key
Specifies the API key required for fetching thumbnails of the documents. More details can be found on the SolidWorks website.
Individual Thumbnails Export Location
Defines the location where individual thumbnails (images of documents) will be exported. This is useful for visually identifying parts in the BOM.
Ignore columns
Specifies which columns to ignore during export, using a semicolon (;) to separate multiple column names.
Export Settings
Option
Description
Print All Configurations
When enabled, all configurations of an assembly will be printed in the BOM. Ensure the configuration names are included in the file name for clarity.
Ignore @ configuration
If checked, the @ configuration of the assembly will be ignored during the export process, which is often used for default or assembly-level configurations.
Process all sub assemblies
Ensures that all sub-assemblies are processed and included in the BOM, not just the top-level assemblies.
Top-level assembly row
If enabled, a row representing the top-level assembly will be added to the BOM, ensuring that the highest-level part is clearly marked in the export.
Bill of Materials (BOM) Settings
Option
Description
PDM BOM Layout
Defines which BOM layout to use for exporting the Bill of Materials. Layouts might be pre-defined templates that determine the structure and order of BOM columns.
Starting address
Specifies the cell address in Excel where the BOM should begin. The format should be Row:Column, e.g., 10:12 for starting at row 10, column 12.
Display state
Determines the display state of the BOM, such as showing only top-level parts, indented structure, or all parts of an assembly.
Templates Settings
Option
Description
Xlsx template
Specifies the Excel template file (.xlsx) to be used when exporting the Bill of Materials, which can define formatting and data layout.
Note
The Export and Import button allows you to save your settings and import them after upgrading. Only use them with task setup.
