In this presentation, we speak about how to organize and use OpenBOM templates for better productivity and re-usability. You will learn how to create a template from a BOM and use it to create BOMs manually or using CAD add-ins
4. Template Basics
● A Template is Saved from an existing BOM using the Save as Template command
● A Template is Specified during the Create BOM operation
● A Template will control the following features of the new BOM:
○ Properties
○ Property (Column) Order
○ Column Justification (Left, Center, Right)
● A Template may control the following aspects of the new BOM:
○ The initial data set
○ Catalog Assignment
○ Read-Only / Editable
○ Property Formula Definitions
10. Troubleshooting Templates
● Developed a naming convention
● Use the Dashboard->Templates area to delete old Templates
● Be sure you have selected the correct template in the Create BOM dialog
● Templates cannot (yet) be edited. Return to the original BOM, make a
change, and Save a new Template
● Templates have zero effect once the BOM is created.
● Double check you have all the settings correct in the Save Template dialog
● Team accounts automatically share Team Templates (very cool)
● If using a template with a Catalog assigned, do not specify a Catalog in the
Create BOM dialog