Instantiating a Functional Surface Template

You can retrieve a previously added functional surface template from the catalog and instantiate it in the context.

You can instantiate a functional surface template using content chooser.

Before you begin:
  • A leader must have created a catalog containing a functional surface and inserted it into a chapter. For more information, see Mechanical Interface Templates Capture User's Guide: Adding a Template to a Catalog.
  • You must be an author to perform this task.
  • Open a product containing a regular 3D shape representation.
  1. To retrieve the template using content chooser:
    1. From the Structure section of the action bar, click Functional Surface Instantiation .
    2. Select an already opened functional surface template.

      Tips:
      • You can also retrieve the template using catalog browser.
        1. From the Tools section of the action bar, click Catalog Browser .
        2. Expand the required catalog and select the required chapter.
        3. Double-click a template to instantiate it.
        For more information about catalog browser and accessing catalogs, see Design IP Classification User's Guide: Browsing a Catalog.
      • You can also search and select the required template using the Search option in the top bar.

    • The Functional Surface dialog box appears with the parameters available for modification based on the role, an author or a leader.
    • A new geometrical set is added to the tree named Functional Surface Set.X. This set contains nodes named Functional Surface.x
  2. Optional: Under Characteristics, edit the name of the template and select the functions associated with the template.
  3. Under Geometry, select the geometrical elements from the current 3D shape representation.
    The color-coded preview is displayed and the geometry is validated. Each selection is accompanied by one of the following status icons:
    Status Icon
    Correct selection
    Wrong selection
    No corresponding selection
  4. Under Positioning constraints, define the positioning constraints by specifying over which functional surface the constraint is to be positioned and the failure that might occur if it is not positioned properly.

  • The functional surface template is instantiated on the 3D shape representation.
  • A Publications node is added to the tree. It contains the functional surface node Functional Surface.x same as the one in the functional surface set.