Search and replace

In the CAD plugin, you can insert an item that is already registered in Upchain directly into your cBOM. You can also replace an item that's in your cBOM with another item that is already registered in Upchain. This makes changes to your cBOM quicker when you already have items ready to go in Upchain.

Requirements

You must have an assembly open in your CAD program and checked out to be able to use this funcitonality.

Search and replace using Advanced search

To use the Advanced Search to insert or replace items:

1. Ensure you have an assembly open and checked out in which you wish to insert or replace an item.

2. Click the Search button.

3. Click the Advanced Search button.

4. Configure a search for your desired item. Click the Search button.

   Your search results are displayed.

5. Click a search result to see its details on the right side. This can help you ensure you have the right item.

6. You now have three options:

   • Replace - This replaces the item that is currently selected in the cBOM using replace functionality of your CAD program. Be careful that you have selected the correct item to be replaced. If you are unsure, you can close the Advanced Search window to check, then re-open the Advanced Search window to continue because it maintains your search results.
   • Insert - This inserts the selected item into your cBOM in its saved configuration using the insert functionality of your CAD program.
   • Download - This opens the Download window to download the file to your home folder.

7. The result depends on which option you chose above:

   • If you chose Replace , the old item in your cBOM is removed and the item you selected from the search results is inserted into your assembly. Your cBOM highlights the inserted item red to indicate it has not been added to the eBOM yet.

   • If you chose Insert , the selected item from the search results is inserted. Your cBOM highlights the inserted item red to indicate it has not been added to the eBOM yet.

   • If you chose Download , the file downloads to your home folder in the background. You can then open it from there to work with it.

8. Update the placement, orientation, mates, etc of the inserted item as necessary.

9. Save or check in your assembly to commit the change to Upchain.

Search and replace from the cBOM/eBOM view

To use the right-click menu on the cBOM/eBOM to insert or replace items:

1. Ensure you have an assembly open and checked out in which you wish to insert or replace an item.

   

2. Right-click the item you wish to replace. Select Replace component.

3. Configure a search for your desired item. Click the Search button.

   Your search results are displayed.

4. Click a search result to see its details on the right side. This can help you ensure you have the right item.

5. You now have three options:

   • Replace - This replaces the item that is currently selected in the cBOM using replace functionality of your CAD program. Be careful that you have selected the correct item to be replaced. If you are unsure, you can close the Advanced Search window to check, then re-open the Advanced Search window to continue because it maintains your search results.
   • Insert - This inserts the selected item into your cBOM in its saved configuration using the insert functionality of your CAD program.
   • Download - This downloads the item to your home folder to decide what to do with it next.

6. The result depends on which option you chose above:

   • If you chose Replace , the old item in your cBOM is removed and the item you selected from the search results is inserted into your assembly. Your cBOM highlights the inserted item red to indicate it has not been added to the eBOM yet.
     
     
   • If you chose Insert , the selected item from the search results is inserted. Your cBOM highlights the inserted item red to indicate it has not been added to the eBOM yet.
     
     
   • If you chose Download , the file downloads to your home folder in the background. You can then open it from there to work with it.

7. Update the placement, orientation, mates, etc of the inserted item, as necessary.

8. Save or check in your assembly to commit the change to Upchain.