Row Component Rules

This feature is in early beta and may be tested on request

When importing rows, you may want materials to automatically be listed as children of part components. The row component rules are meant to assist with this.

The current implementation focuses only on Material Rows generated. Future support is planned for non-material rows.

You may think of row component rules as rules that affect the structure of a BOM. The structure of the BOM is affected by renaming components or removing certain components

Supported Row Types	Supported
Component	[future release]
Generated Material Children	✅
Drawing	[future release]
Derivatives	not supported, use

Primary Source	Supported
Autodesk Inventor	[future release]
Autodesk Fusion	[future release]
CSV	[future release]
Onshape	✅
SolidWorks	[future release]
SolidWorks PDM	[future release]

Material rows are rows that are generated for part documents that have a material assigned, and where a property mapping exists with the 'Is Material Mapping' enabled in the property mapping settings.

• Each rule is run in order

• Rules are additive, so if the first rule causes the 2nd rule to match that will trigger a multi-rule run

Structure of a rule

The structure of a rule depends on keywords to manipulate the name. An template is provided below

[
  {  
    "searchTerm"    : "Single value. What to search for (e.g. Stainless Steel 304)",,
    "searchTerms"   : [ "Optional", "list", "of", "terms", "Use with isInList"],
    "searchMatch"   : "How it is matched {exact|contains|startsWith|endsWith|isInList}",
    "returnValue"   : "Value to return when a match is found e.g. SS-304",
    "replaceMatch"  : "what is replaced {everything|firstMatch|lastMatch}" 
  }
]

Where the following keywords are used

Type	Keyword	Meaning
parameter	searchTerm	What to search for in the component name
parameter	searchMatch	How the text that is being searched for is matched
parameter	searchTerms	Optional: specify a list of terms to search
searchMatch option	exact	Matches the text exactly, the whole string
searchMatch option	contains	Matches a part of the name. Can be anywhere in the string. So ss will match stainless steel and ssteel
searchMatch option	startsWith	Matches only if the string starts with the specified text
searchMatch option	endsWith	Matches only if the string ends with the specified text
searchMatch option	isInList	Matches if a the given list of values contains the text
parameter	returnValue	When a match is found, what is returned or used as a replacement value. This must be a string
parameter	replaceMatch	When replacing the oldValue with the newValue, how is replacement handled
replaceMatch option	everything	Replaces the entire string. This option replaces the entire string with the newValue. It does not keep any text other than the new value.
replaceMatch option	firstMatch	Replaces only the first instance found. Replacing s with S in the string stainless steel will result in Stainless steel.
replaceMatch option	lastMatch	Replaces only the last instance found. Replacing s with S in the string stainless steel will result in stainless Steel.
replaceMatch option	includeRow	Used with isInList to determine if the row should remain
replaceMatch option	excludeRow	Used with isInList to determine if the row should remain

Example: Substitute material name

In the example below, we'll

Do not include the comments // in the rules. They're only for illustration purposes.

If you're unfamiliar with JSON editors, I've found the easiest editor for JSON is VSCODE

[
  // rule 1 - sample
  {  
    "searchTerm"    : "componentNameValueToSearch e.g.1.2. Gavl",
    "searchMatch"   : "contains",
    "returnValue"   : "valueToReturn e.g. Galvanized Steel sheet",
    "replaceMatch"  : "Everything" 
  },
  // rule 2 - actual
  {  
    "searchTerm"    : "tainless", // no preceding 's'
    "searchMatch"   : "contains",
    "returnValue"   : "SS-304",
    "replaceMatch"  : "Everything" // always returns the same material code
  },
  // rule 3 - actual
  {  
    "searchTerms"    : [ "Silicone-Rubber", "Neoprene", "1.5mm AL 5004", "2.5mm AL 5005"],
    "searchMatch"   : "isInList",
    "returnValue"   : "99-AS0002",
    "replaceMatch"  : "Everything" 
  } 
  // rule n ... 
]