Revision tables and revision tags

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You can create revision tables for drawing files or for particular sheets. The scope of the revision table is selected when you create a revision table. The data in revision tables with the same scope are maintained concurrently, but all other formatting changes are maintained separately on individual revision tables.

Revision tags indicate the revision for objects on the drawing sheet. The resource for the revision number displayed in the revision tag is the corresponding revision table. When you create a revision tag, it displays the revision number from the active row. To display another revision number, right-click the revision tag, and then select a revision number from the Tag list.

NoteLegacy revision tables are managed and tracked as a common data source. Changes to cell contents or number of rows in one instance of the revision table are reflected in all instances.

Revision Tables

Each row in the revision table is differentiated by a unique identifier: Revision Number. The Revision Number is provided by auto-indexing, Revision Number iProperty (Drawing), or Sheet Revision property. If alphanumeric auto-indexing is used, then I, O, Q, S, X, and Z characters are excluded from the indexing sequence by default. You can customize the list of excluded characters on the General tab of the Standard Style panel.

When you create a revision table, you select the table scope and the numbering schema for auto-indexing used if you add a revision row. If you select the Update Property on Revision Number Edit check box, then any edit made to the Revision Number cell in the active row (including adding a new row where the revision number is auto-indexed) is written back to either the drawing iProperty or the sheet property.

NoteThe active row is always the most recently added row to the revision table. It is denoted by an edit icon and cannot be deleted.

When you create a revision tag, and no revision table exists in the drawing or on the drawing sheet, you must specify properties of the revision table first. Then you can place revision tags. If you later create a revision table, it respects the selected settings.

Default Formatting

The default formatting for revision tables and tags is defined by the revision table style. You can define a custom revision table style and set it as the default for revision tags or tables in Object Defaults. You can reapply the custom style to objects placed in the drawing (for instance to clear local overrides).

Procedures

Add revision tags to a drawing

 

Use Revision Tag to add revision tags with or without a revision table on the sheet. If a revision table exists, revision tags automatically use the revision number from the active row in the revision table.

Add a revision tag to a view

 
  • On the ribbon, click .
  • If a revision table exists in the drawing or on the drawing sheet, continue with step 3. Otherwise, on the Revision Table dialog box, select the table scope and indexing. Select the Update property on revision number edit check box to keep the connection between the current revision number and the revision number property saved in drawing iProperties or sheet properties.
  • In the graphics window, click to pick the location for the revision tag.

    When you place a revision tag without a leader, place it on a view to associate it with the view.

  • Right-click, and then select Continue from the menu.
  • Click to place another revision tag
  • When you are finished, right-click, and then select Done from the menu.

    • TipTo associate a revision tag to a geometry, select the first point of the revision tag leader on an edge or in an existing point.

    Change the revision displayed in a revision tag

  • Select the revision tag.
  • Right-click, and then select Tag from the menu.
  • Select a revision from the list.

    • Edit a revision tag

    Use the following procedure to change the shape of an existing revision tag and to override the Revision property:

  • Select a revision tag.
  • Right-click, and then select Edit Revision Tag.
  • In the Edit Revision Tag dialog box:
    • To change the revision tag shape, select the Override Shape option. Then select the appropriate revision tag shape in the list, or select a sketched symbol to use as a revision tag.

      NoteSketched symbols are available only if you added sketched symbols to the drawing resources.

    • If needed, override the Revision value.

      NoteWhen you override the revision tag value, the overridden value is also displayed in the revision table.

  • Click OK to close the Edit Revision Tag dialog box.

    • Change the revision tag arrowhead or leader

  • Select a revision tag and right-click.
  • To change the arrowhead, select Edit Arrowhead from the menu, and then select the new arrowhead type from the list.
  • To edit the leader, choose Add Vertex/Leader or Delete Leader from the menu.

    • Create a revision table

     

    You can create a revision table for a drawing or for a drawing sheet. You can edit the data displayed in the revision table, customize the text style, line style, text format, add or remove rows, and add or remove columns in the table.

    Placed revision tables saved in a template are available to new drawings based on the template, but do not affect existing drawings.

    Create a revision table

    When you add a revision table to a drawing sheet, it is formatted using the revision table style. You can make changes after it is placed.

     
  • On the ribbon, click .
  • On the Revision Table dialog box, select the table scope and indexing.

    Select the Update property on revision number edit check box to keep the connection between the current revision number and the revision number property saved in drawing iProperties or sheet properties.

    NoteIf you created a revision tag prior creating the revision table, the revision table respects the previously specified settings.

  • Click OK.
  • In the graphics window, click to place the table.

    NoteThe revision table snaps to the border or title block or you can place it at any place on the sheet.

    • Add a revision row to a revision table

  • Select the revision table.
  • Right-click and select Add Revision Row from the menu.

    • When you add a row to a revision table, it sets a new revision indicator for the subsequent revision tags as you add them.

    Edit a revision table

    Tips:

    In the Edit Revision Table dialog box, you can:

    • Click iProperties to display the iProperties dialog box.
    • Click Add Revision Rows to add a new revision row to the table.
    • Select the Update Property to Revision Number option to keep the connection between the current revision number and the revision number property saved in drawing iProperties or sheet properties.
    • Click table rows and columns and drag to adjust size.

    Choose columns

     
  • Right-click a revision table and select Edit.
  • In the Edit Revision Table dialog box, click Column Chooser.
  • In the Revision Table Column Chooser dialog box, click:
    • New Property to add columns.
    • Remove to move a selected column to the Available Properties list. The column is not deleted.
    • Add to move an available property to the Selected Properties pane.
    • Move Down or Move Up to reposition a selected column.
    • Delete to remove a selected property from the Available Properties pane.
  • Click OK to close the dialog box.

    • Sort columns

     
  • Right-click a revision table and select Edit.
  • In the Edit Revision Table dialog box, click Sort.
  • In the Sort dialog box, specify primary, secondary, and tertiary sort criteria.
  • Click OK to close the dialog box.

    • Export data to an external file

     
  • Right-click a revision table and select Edit.
  • Click Export and specify a file name to save the table to an external file. If appropriate, specify the Save As Type format as .xls, .csv, .mdb, .dbf, or .txt.
  • On the Export Table dialog box, click Options.
  • In the Excel Export Options dialog box, specify the information to export:
    • Select the columns to export.
    • Select Excel formatting options to apply to the data.

    For more information, see Microsoft Excel Export Options.

    • Change the table layout

     
  • Right-click a revision table and select Edit.
  • In the Edit Revision Table dialog box, click Table Layout.
  • In the Revision Table Layout dialog box:
    • Add, modify, or delete the title text.
    • Change the text styles.
    • Click Direction to change the order of the rows.
    • Click Heading to specify top, bottom, or no heading.
    • Click Line Spacing to set single, double, or triple spacing.
    • Specify the table wrapping to the right or left, or automatic wrapping.
  • Click OK to close the dialog box.

    • Insert or remove row

     

    NoteUse Insert Row to insert a custom (blank) row to the revision table.

     
  • Right-click a revision table and select Edit.
  • In the Edit Revision Table dialog box, select a row and click Insert Row to insert the row or click Remove Row to remove the row.

    Optionally, select multiple rows and then click Insert or Remove Row.

  • Click OK to close the dialog box.

    • Change a column format

     
  • Right-click a table and select Edit.
  • In the Edit Table dialog box, right-click a column header and select Format Column.
  • In the Format Column dialog box:
    • Enter or change heading text. If appropriate, select Name From Data Source to enter a heading name automatically.
    • Click to specify Default Formatting or Apply Units Formatting. If you choose units formatting, set the unit type, format, and units.
    • Specify the column width and if you want to show a leading zero for numeric data.
    • Specify text justification for the heading and data cells.
  • Click OK to close the dialog box.

    • Change a row format

     
  • Right-click a table and select Edit.
  • In the Edit Revision Table dialog box, right-click a row to access menu options.
    • Visible: Clear the check mark to hide the row or select Visibility to restore visibility. Turn off visibility of rows unneeded to include in the table.
    • Wrap Table at Row: Select to activate table wrapping at the selected row or clear the check mark to turn off.
    • Static Value: Sets a fixed value that does not update with changes to the item in a part factory or other edits. Not available in general tables or custom rows because they are always static.

    • Rotate a revision table

  • Select the revision table and right-click.
  • Select Rotate from the menu, and then select the direction of the rotation from the submenu (clockwise or counter-clockwise).

    • References

    Revision Table

    Use the Revision Table dialog box to set general options of the created revision table.

    Table Scope:

    Entire Drawing

    Creates a revision table for the entire drawing. Select the check box, Update property on revision number edit, to save the revision number in drawing iProperties.

    Active Sheet

    Creates a revision table for active sheet. Select the check box, Update property on revision number edit, to save the revision number in sheet properties.

    Revision Index:

    Auto-Index

    Selects automatic indexing for revisions. If not selected, the revision cell in new revision rows (including the initial row) remains blank.

    Alpha

    Selects alphanumeric indexing for revisions.

    NoteThe following characters are excluded from the indexing sequence by default: I, O, Q, S, X, and Z. You can customize the list of excluded characters on the General tab of the Standard Style panel.

    Numeric

    Selects numeric indexing for revisions.

    Start Value

    Sets the initial revision letter or number.

    Update property on revision number edit

    If selected, the revision number in the active row of the revision table is connected with the revision number property saved in drawing iProperties or sheet properties.

    Edit Revision Table

    Changes the format and layout of the revision table, and edits the data in the table.

    NoteEdits made to revision tables saved in a template are available to new drawings based on the template, but do not affect existing drawings.

    Access:

    Right-click an existing revision table, and then select Edit from the menu.

    Toolbar Options

     

    Column Chooser opens the Revision Table Column Chooser dialog box. You can add, remove, or change the order of the columns.

     

    Sort opens the Sort Columns dialog box. Specify columns to use and the sort order for primary, secondary, and tertiary sorting.

     

    Export saves the revision table to an external file. Click the command and then specify the file name and format.

     

    Table Layout opens the Table Layout dialog box. You can change the title, row insertion direction, heading position, line spacing, and preferences for table wrapping.

     

    Insert Row inserts an empty row at the position next to the selected position in the table. The data in this row have no association to the revision table data source. You can select more rows in the table to be inserted at the same time.

     

    Remove Row removes selected rows from the table. You can select several rows to be removed in one step.

     

    iProperties opens the iProperties dialog box.

     

    Add Revision Row(s) adds a revision row at the end of the table. Select some existing rows first to add the specified number of revision rows at the end of the table.

     

    Update property to revision number If selected, any edits made to the revision number (REV) cell in the active row are written back to either the Revision Number iProperty or sheet revision property (depending on the revision table scope). If not selected, edits made to the revision number in the active row are treated as data source overrides.

    Column editing options

    Right-click a column heading (the name of the column) to access menu options.

    Table Layout

    Modifies the title, location of the heading, row spacing, table wrap preferences, and sort order. For more information, see Table Layout.

    Column Chooser

    Selects columns to include in the table. For more information, see Table Column Chooser.

    Format Column

    Formats table data for columns. For more information, see Format Column - Tables.

    Column Width

    Specifies a fixed column width.

    Row editing options

    Right-click a row to access menu options.

    Visible

    Clear the check mark to hide the row. Hidden rows are gray in the Edit Table dialog box. To restore visibility, select Visibility on the menu.

    In configuration tables, all members are included in the table by default. To simplify the table, turn off visibility of member rows you do not want to include in the table.

     

    Wrap Table at Row

    Select Wrap Table at Row to activate table wrapping at the selected row or clear the check mark to turn off.

    Insert Row

    Inserts a row at the position next to the selected position in the table. You can select more rows in the table to be inserted at the same time.

    Remove Row

    Removes selected rows from the table. You can select several rows to be removed in one step.

    Static Value

    Sets a fixed value that does not update with changes to the item in a part factory or other edits.

    Edit Revision Tag

    Use the Edit Revision Tag dialog box to edit the revision and change the appearance of a revision tag.

    Access:

    Select a revision tag, right-click, and then select Edit Revision Tag, or double-click a revision tag.

    Revision Tag Type

    Sets the revision tag type for the selected revision tag.

    Override Shape (by Style) sets the revision tag shape to a style in the active drafting standard. Check the box to override the default revision tag type. Clear the check box to use the default revision tag type.

    User-defined Symbol selects a sketched symbol to use as a revision tag. Click the arrow, and then select from the list. Available only if you have added sketched symbols to the drawing resources.

    Sketched revision tags display values of all properties selected in the associated revision tag style. By default, item and quantity values are displayed.

    Revision Tag Value

    Overrides the value displayed in the selected revision tag.

    NoteRevision tags display values saved in the revision table. When you override the revision tag value, the overridden value is also displayed in the revision table.

    Format Column - Tables

    Sets the formatting and alignment properties for a column in the table.

    Access:

    To define columns in a Table style: Click. In the Style and Standard Editor dialog box, click Table. On the Default Column Settings tab, right-click a column name cell to open the Format Column dialog box.

    To edit a table column: Right-click a table and select Edit. In the Edit Table dialog box, click the Format Column command.

    Property

    Displays the name of the property displayed in the selected column.

    Heading

    Sets the name of the selected column. To change, enter a different name.

    Column Width

    Specifies the width of the column.

    Leading/Trailing Zeros

    		Controls the display of leading and trailing zeros.

    Justification

    Sets the alignment for the column heading and respective cells.

     

    Heading Sets the alignment for the column heading. Click a button to select left, center, or right alignment.

     

    Value Sets the alignment for the data in the column. Click a button to select left, center, or right alignment.

    Stacked Fractional Text

    		Enables stacking of numeric fractions. All fractional numerical strings (in 1/2 format) in the selected column are replaced with a stacked numeric fraction in the drawing. Available only when editing a parts list in the drawing and Use Default Formatting is selected.
    Stack PropertiesOpens the Stack Properties dialog box and sets the format and text scale for stacked fractions. Available only when editing a parts list in the drawing and Use Default Formatting is selected.

    Use Default Formatting

    		Uses the default settings specified in the standard.

    Apply Units Formatting

    Enables the formatting and units settings for the selected column. Changes made to these settings only apply to the selected column.

     

    Unit Type selects the type of measurement units.

     

    Format selects a fractional or decimal format. Fractional formats are available only if Length is selected as Unit Type and inches or feet are selected as Units.

     

    Precision selects the precision of values displayed in the selected column.

     

     

    Fractional Text Scale selects the text scale of numbers in stacked fractions. Available only if a fractional format is selected.

     

     

    Units selects the measurement units. If inches or feet are selected, fractional format is available in the Format option.

     

     

    Decimal Marker selects the marker for the decimal format. Click the arrow to specify either a period or comma as the decimal character.

     

    Unit String displays the name of the units next to the value.

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