BOM sort (sort on insert)

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Bryan O
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BOM sort (sort on insert)

Unread post by Bryan O »

I've created a custom BOM which (on insert) sorts automatically by assembly build order.
I know I can manually sort after the fact but can I get my custom BOM to sort alphabetically by part number(header) on insert?
by JSculley » Tue Dec 12, 2023 3:41 pm
I don't think you can. You can save the sort settings to the template, but you must manually apply the saved settings in new documents that use the template. See:

https://help.solidworks.com/2024/Englis ... etting.htm
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Re: BOM sort (sort on insert)

Unread post by gupta9665 »

After doing the desired sort, save the BOM template. And then next time it should sort on sort, you can right click on the BOM and select sort > apply sort (check reply by @JSculley below)
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Re: BOM sort (sort on insert)

Unread post by SPerman »

That does not work for me. (2022 SP5)
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Re: BOM sort (sort on insert)

Unread post by JSculley »

I don't think you can. You can save the sort settings to the template, but you must manually apply the saved settings in new documents that use the template. See:

https://help.solidworks.com/2024/Englis ... etting.htm
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Re: BOM sort (sort on insert)

Unread post by gupta9665 »

JSculley wrote: Tue Dec 12, 2023 3:41 pm I don't think you can. You can save the sort settings to the template, but you must manually apply the saved settings in new documents that use the template. See:

https://help.solidworks.com/2024/Englis ... etting.htm
Yes that is correct once I rechecked. But it wa working for me earlier and hence I did not add the extra step.

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Re: BOM sort (sort on insert)

Unread post by gupta9665 »

The API person inside me is thinking of a macro using which you insert the BOM and it get sorted as needed.
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Re: BOM sort (sort on insert)

Unread post by Bryan O »

Thanks @gupta9665 &@JSculley . Works like I want it to now!
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