How to create Incremental Text Pattern in SOLIDWORKS?

Karthik Kumar H, Application Engineer Mar 12th, 2021

Requirement: A series of numbers needs to be generated which references the pattern instance count.

Solution: Linear Pattern with Instances to vary

Workflow for Part level:

1. Draw the reference lines on the part and dimension the reference line.

Workflow for Part level

Make note of the dimension name.

2. Use Sketch text command and with the line as reference start typing the value required.
To achieve the incremental numbering, we need to map the text directly. The name of the dimension (“D1@Sketch3”) needs to be typed manually.

Use Sketch text command

3. Use the Boss-Extrude or Cut-Extrude as per requirement.

Workflow for Part level

4. Use the Linear Pattern command and patter the feature with text in the required direction.

Use the Liner Pattern command

5. To make the numbering sequential, edit the linear pattern and check the box for Instance to Vary.
Under “Choose feature to vary in Direction1” select the dimension which was created in Step 1.

Choose feature to vary in Direction1

Workflow for Part level

Once the dimension is selected it will be visible under the Value column (11mm in my casestudy) and the required increment needs to be filled under Increment column.

Once the dimension is selected

Workflow for Assembly level:

1. Create a new part (Insert > Component > New part) in the required assembly.

2. Edit the newly created part and start creating new feature at the required location.

3. Follow the steps 1-5 mentioned above to achieve the incremental update of values.

To link the equation for automatic update of patterns:

4. Tools>Equations – Create a new variable for this new part and under “Values/Expressions” you need to map it to the assembly equation directly.

The syntax to link an assembly variable to part level is – “Variablename@Assemblyname.sldasm” For this part, the syntax is “A@Sub.sldasm”.

Refer the image for further understanding.

Refer the image for further understanding

5. When the parameters are modified the motor, starter and the label components will update automatically with reference to the equations provided.

Workflow for Part level

To avoid the new components to reflect in drawing:

6. In the drawing sheets after the views are created, if the labelled component is not required then it can be hidden by selecting the component over the sheet or from the feature tree > right click > Show/Hide > Hide Component.

In the drawing sheets after the views are created


To avoid the new components to reflect in BOM:

7. Left / Right click on the component in the assembly feature tree and select the option “Component Properties” and check the box “Exclude from bill of material”.

Component Properties

Workflow for Part level

Explanation: The “Instances to Vary” option is usually used to modify a dimension from pattern instance to pattern instance. In our case, we will use it to increment our dummy dimension. Because we set the text value to that very same dummy dimension, it will in fact change the text value of each repetition!!!


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AUTHOR: Karthik Kumar H, Application Engineer

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