Issue:

When inserting a custom part that is similar to a bolt structure into an assembly, using the Auto hole match command does not achieve a satisfactory result in terms of inserting the bolt into the hole (coaxial) with coincident contact surfaces.

Additionally, it is not possible to adjust the assembly face. However, inserting standard parts has a good result.

This is because, during the creation of custom parts, assembly constraint faces are not defined. As a result, the assembly process cannot recognize which faces should be constrained. Instead, it relies on the coordinate origin.

Figure 1 shows the situation without adding assembly constraint faces, while Figure 2 shows the insertion effect of standard parts.

Solution:

The solution is to add Assembly Handles during the creation of custom parts.

  1. In the modeling environment for the locating pin part, select Tools Attributes Assembly Handle.

  2. Open Assembly Handle, add a Concentric constraint, and in the 1st entity option, select the face, edge, axis, sketch, etc., that you want to constrain. Choose the constraint type as needed; for example, select the concentric constraint. In the Prompt option, enter the content that will be displayed in the lower-left corner prompt bar during the assembly process.

  3. Again, use Assembly Handle and add a constraint type of Coincident. In 1st entity, select the mating face on the part, and for the constraint type, choose Coincident and check Opposite. Once defined, the part's history tree will show two defined assembly handles.


  4. Save the part to the Reuse Library, then insert this locating pin part. Choose Auto hole match, select the Constraint after Insertion option, and after confirming, the insertion effect should be as shown in the figure below.

  5. If you use the Point type insertion method with the Constraint after Insertion option, as shown in the figure below, and the prompt indicates an assembly coincident constraint, the default option in the 1st entity should already be defined. After completing the coincident constraint, it will automatically move on to define the next concentric constraint.

  6. After clicking OK, the result should look like the figure below.

Special Note: For custom parts containing concentric types, if you need to use the concentric constraint, the axis of the constrained cylindrical face in the custom part should align or be parallel with the coordinate system Z-axis (be cautious when selecting the datum during modeling).


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