Concept: Creating Udfs: User-Defined Features Module Overview
Concept: Creating Udfs: User-Defined Features Module Overview
Module Overview:
Creo Parametric enables you to reuse existing geometry when creating new design models.
You can create inheritance features that enable one-way associative propagation of geometry
and feature data from a reference part to a target part within an assembly. You can vary
dimensions and other data propagated from the reference part.
You can also reuse geometry in a design model by creating user-defined features (UDFs). A
UDF consists of selected features, all their associated dimensions, any relations between the
selected features, and a list of references for placing the UDF on various design models.
Objectives:
User-defined features (UDFs) are groups of features, references, and dimensions that can be
saved for use on future models. UDFs save time by helping you establish a library of
commonly used geometry.
To create a UDF, you must first create a "template" part containing the same base geometry
that is in the target model (new model). Then model the features that you wish to include in
the UDF on this part. An example is shown in Figure 1. When modeling the features, be sure
to consider the number of references being created. In most cases, minimizing the number of
references makes the most efficient UDFs.
Define the UDF (*.gph file) in the UDF library, and give it a recognizable name. The UDF
library location is most likely a location unique to your company, and is defined by your
administrator. The UDF library can be accessed from the Group Directory Common Folder,
which displays when appropriate.
Specify the storage option type. There are two types of storage options:
Subordinate – Creates a reference to the original template model and automatically uses
the template model as a reference part to guide the UDF placement in the future. The
original model must be present for the subordinate UDF to function. If you make any
dimensional changes to the original model, they are automatically reflected in the UDF.
Standalone – Does not reference the template model. It copies all the original model
information into the UDF file. If you make any changes to the original model, they are not
reflected in the UDF. When you create a standalone UDF, you have the option to create
a separate reference part. If created, the reference part has the same name as the UDF,
but with a “_GP” suffix.
Next, you must select the features to be placed in the UDF. The features must be sequential
in the model tree.
Defining Prompts
You must define a prompt for each reference created within the selected features. All
references from the features selected for the UDF require prompts. The prompts are
displayed for each original feature reference when placing a UDF to help you select a
corresponding reference in the target model. Therefore, the prompts you create for each
reference should be descriptive. Each reference is highlighted in the graphics window as you
define its prompt, as shown in Figure 2. If a reference was used to create more than one
feature, you are asked to create either Single or Multiple prompts for that reference.
Single – Specifies a single prompt for the reference used in several features. When the
UDF is placed, the prompt appears only once, but the reference you select for this
prompt applies to all features in the group that use the same reference.
Multiple – Specifies an individual prompt for each feature that uses this reference. If you
select Multiple, each feature using this reference is highlighted, so you can type a
different prompt for each feature.
You can also define any variable items to be stored in the UDF. This is an optional step in
UDF creation. Variable dimensions provide a prompt for a dimension value upon placement.
Variable elements enable the feature's dashboard to be accessed during placement, to
redefine the feature for the current application. A family table enables you to create different
instances of the feature, with each instance containing different combinations of features,
dimensions, and parameters.
Modifying a UDF
When the UDF is complete, a *.gph file is saved to the current directory. You can edit a
defined UDF by selecting the Modify option in the UDF menu.
Training Files:
Download the training files using the button below, if you have not done so already.
Download
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Feature-Tools\Create_udf folder and click OK
2. Right-click Extrude 2 in the model tree and select Info > Reference Viewer.
3. In the Reference Viewer dialog box, notice that Extrude 2 references datum plane RIGHT
and Extrude 1.
4. Click the down arrow next to Extrude 1 and cursor over each of the surface references.
5. Notice that the top, flat surface and the circular surface are the two references on the model.
Figure 1
11. In the menu manager, click Subordinate > Done > Add > Select.
13. Notice the top surface highlighted in red. This is the first required reference.
Figure 3
14. Notice the prompt for you to type the prompt for the surface.
16. Notice datum plane highlighted in red. This is the second required reference.
Figure 4
17. Notice the prompt for you to type the prompt for the surface.
19. Notice the cylindrical surface highlighted in red. This is the third required reference.
Figure 5
20. Notice the prompt for you to type the prompt for the surface.
23. In the UDF dialog box, select Var Dims and click Define.
24. Zoom in on Extrude 2 and select the left (width) and right (length) 2 dimensions.
27. Notice the prompt for you to type the prompt for the dimension.
Figure 7
30. Notice the prompt for you to type the prompt for the dimension.
32. Click OK in the UDF dialog box to complete the UDF creation.
Training Files:
Download the training files using the button below, if you have not done so already.
Download
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Create_udf folder and click OK
Objectives
You are assigned to create a spline end on the connector ends of the front engine block
where it interfaces with the rear engine block. Due to the large number of connector ends in
future models, use a generic connector end part to create a UDF.
8. Press CTRL and select the features in the model tree, as shown in the figure, to be included
in the UDF.
Figure 1
All references from the features selected for the UDF require prompts.
Figure 2
11. Click Single > Done/Return from the menu manager.
The end surface was used for both the hole and the cut.
Figure 3
The axis was used for both the hole and the angled datum plane.
17. Type end edge as the next prompt and press ENTER.
20. Type reference plane as the next prompt and press ENTER.
Figure 6
22. Type cylindrical surface as the next prompt and press ENTER.
23. Click Next and Previous from the menu manager to review the prompts you have typed in
and correct any prompts, if necessary.
2. Select the 10.5 dimension (d15) that defines the length of the cuts.
Figure 7
4. Type spline length as the prompt for this dimension and press ENTER.
10. In the Family Table dialog box, click Add Columns to add a column to the table.
Select Feature.
Figure 8
Edit the values for the instance name and feature columns, as shown in the figure.
Click OK.
Figure 9
13. Click OK in the UDF dialog box to save the UDF to your working directory.
16. Click File > Manage Session > Erase Current > Yes to erase the model from memory.
If you recreate the same geometry regularly when creating your design models, it can be
more efficient to have the system create that geometry for you using UDFs. Creating
geometry by placing a pre-existing UDF can be much faster than creating it new each time.
When placing a UDF, first you must open the target model. You can insert a UDF by clicking
User-Defined Feature from the Get Data group in the ribbon, and selecting the
corresponding *.gph file. The original template model is required when placing a subordinate
UDF. Creo Parametric provides the User Defined Feature Placement dialog box to enable
you to easily place UDFs in multiple models.
When you place a UDF, the system copies the features into the target model. The copied
features become a group. The resulting group of features created from a UDF can be
dependent or independent of the UDF.
Next, you must select references in the target model for each prompt that was defined during
the creation of the UDF. When selecting the references, you can view the reference part in a
subwindow to help you select the correct references. As you select references, the UDF
preview placement dynamically updates in the graphics window.
Figure 1 – Viewing References on the Original UDF
You can edit any of the items defined as Variable Items during UDF creation. These include
Dimensions, Parameters, and any Annotation Element Items.
Specifying Options
Next, you can specify options, such as scaling dimensions upon placement. You can keep the
same dimension values or feature sizes, or specify a scaling factor for the features to be
placed. This enables you to scale the size of the UDF for different size models, or between
models of different units. Plus, you can specify whether you want to lock, unlock, or hide
dimensions of the elements that are not specified as variables in the UDF.
You also have the ability to redefine any features contained in the UDF on-the-fly. This
enables you to customize a UDF upon placement. After selecting features to redefine, you
must step the regeneration of the UDF back past the selected features, and then step forward
to regenerate them. After the selected UDF feature is regenerated, its dashboard appears,
enabling you to redefine it.
Certain portions of UDFs, depending on what they are, can be oriented in one of two ways.
These items are displayed as Orientation Items in the Adjustments tab. You can select each
available Orientation Item and flip its orientation, watching the preview dynamically update. If
the placement is successful, a local group is created in the model tree. Items hidden in the
UDF remain in their hidden status when placed into the model.
You can duplicate UDFs easily using the Copy and Paste tools.
If you make the placed group of features independent of the UDF, then it results in all the
UDF information being copied to the target model as a group without any associative ties to
the UDF. If the UDF is modified, the copied group is not updated. However, if you establish a
dependency to the original UDF, then changes to the fixed dimensions of the UDF cause a
change to the group. You must manually update the group to the UDF change by clicking
UDF Operations > Update All from the Operations group drop-down menu and then
regenerating the model.
Training Files:
Download the training files using the button below, if you have not done so already.
Download
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Feature_Tools\Place_UDF folder and click OK
Accept the default selection of Advanced reference configuration and click OK.
3. Notice that a reference model has been created for this UDF, and displays in a subwindow.
Notice that the first required reference is highlighted in the subwindow, and placement
preview of the feature is shown in the main graphics window.
Notice that Reference 1 is highlighted in the User Defined Feature Placement dialog box
and the description prompt reads sketching plane.
Figure 3
6. In the User Defined Feature Placement dialog box, select the Variables tab.
8. In the User Defined Feature Placement dialog box, select the Adjustments tab.
9. In the User Defined Feature Placement dialog box, click Flip and then click Accept .
Figure 5
For a more complex UDF, there may be multiple reference directions that can be flipped.
The system lists each reference direction in the dialog box, enabling you to flip/preview
each reference.
The placement of a User-Defined Feature (UDF) gains some capabilities when the features
used to create the UDF reference is an on-surface coordinate system. Upon placement, the
UDF appears in a dynamic preview that can be dragged to locate the UDF. You can also
specify an additional rotation angle for the UDF.
Keep in mind the following regarding the on-surface Csys and UDFs:
The features comprising the UDF should reference ONLY the on-surface Csys. They
should not have any parents other than the on-surface Csys in the model from which the
UDF is created. To simplify this, create three orthogonal datum planes through the on-
surface Csys to act as a set of “default datum planes.”
If an on-surface Csys is included in the UDF features, the UDF setup requires prompt
creation only for the references of the Csys.
o When placing the UDF in this case, you can select references to place the on-
surface Csys in the destination model.
Figure 2 – Locating UDF On-Surface
If an on-surface Csys is NOT included in the UDF features, the UDF setup requires the
creation of one prompt for the selection of a coordinate system.
o When placing the UDF in this case, you have the option to create an on-surface
Csys on-the-fly.
Download the training files using the button below, if you have not done so already.
Download
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Feature_Tools\UDF folder and click OK
This in an on-surface Csys, and is the only parent to the geometry for the UDF.
6. Select CS0, press SHIFT, and select HOLE from the model tree.
Figure 2
13. Click User-Defined Feature from the Get Data group, select UDF1, and click Open.
Figure 3
Figure 4
Disable Counterbore .
Figure 5
20. Click User-Defined Feature from the Get Data group, select UDF1, and click Open.
22. Right-click and select Offset References. Press CTRL and select the top and right surfaces,
then position the UDF.
Figure 6
Training Files:
Download the training files using the button below, if you have not done so already.
Download
Procedure Setup:
1. To avoid naming conflicts, it is recommended you save your work, click File > Close until
no models display, then click File > Manage Session > Erase Not Displayed.
2. Click File > Manage Session > Set Working Directory and navigate to the
PTCU\CreoParametric3\Place_UDF_Ex folder and click OK
3. Click File > Open and double-click FINAL_GEAR_SHAFT_UDF.PRT.
Objectives
You are assigned to create a spline end on the connector ends of the front engine block
where it interfaces with the rear engine block. Due to the large number of connector ends in
future models, you have already created a UDF. Insert the UDF on the connector ends of the
front engine block.
4. In the Select Instance dialog box, select the NO_HOLE instance and click Open.
5. In the Insert User-Defined Feature dialog box, accept the default selection of Advanced
reference configuration and click OK.
Select the Options tab and select Keep dimension values for Scaling.
8. In the User Defined Feature Placement dialog box, select EDGE (Reference 1) from the list of
original feature references.
9. Select the edge shown in the figure as the corresponding reference for End Edge.
Figure 3
10. In the User Defined Feature Placement dialog box, select AXIS (Reference 2) from the list of
original feature references.
11. Select datum axis A_2, shown in the figure, as the corresponding reference for Axis.
Figure 4
12. In the User Defined Feature Placement dialog box, select SURFACE (Reference 3) from the
list of original feature references.
13. Select datum plane FRONT shown in the figure as the corresponding reference for Reference
Plane.
Figure 5
14. In the User Defined Feature Placement dialog box, select SURFACE (Reference 4) from the
list of original feature references.
15. Select the surface shown in the figure as the corresponding reference for End Surface.
Figure 6
16. In the User Defined Feature Placement dialog box, select SURFACE (Reference 5) from the
list of original feature references.
17. Select the surface shown in the figure as the corresponding reference for Cylindrical Surface.
Figure 7
18. In the User Defined Feature Placement dialog box, select the Variables tab and type 15 as
the value for the d15 cut dimension.
Click Accept .
Figure 8
5. In the Select Instance dialog box, select the NO_HOLE instance and click Open.
6. In the Insert User-Defined Feature dialog box, accept the default selection of Advanced
reference configuration and click OK.
Select the Options tab and select Keep dimension values for Scaling.
9. In the User Defined Feature Placement dialog box, select EDGE (Reference 1) from the list of
original feature references.
10. Select the edge shown in the figure as the corresponding reference for End Edge.
Figure 12
11. In the User Defined Feature Placement dialog box, select AXIS (Reference 2) from the list of
original feature references.
12. Select datum axis A_2, shown in the figure, as the corresponding reference for Axis.
Figure 13
13. In the User Defined Feature Placement dialog box, select SURFACE (Reference 3) from the
list of original feature references.
14. Select datum plane RIGHT shown in the figure as the corresponding reference for Reference
Plane.
Figure 14
15. In the User Defined Feature Placement dialog box, select SURFACE (Reference 4) from the
list of original feature references.
16. Select the surface shown in the figure as the corresponding reference for End Surface.
Figure 15
17. In the User Defined Feature Placement dialog box, select SURFACE (Reference 5) from the
list of original feature references.
18. Select the surface shown in the figure as the corresponding reference for Cylindrical Surface.
Figure 16
19. In the User Defined Feature Placement dialog box, select the Variables tab and type 20 as
the value for the d15 cut dimension.
Click Accept .
Figure 17
In both cases, the UDF is removing material. However, it is possible to have a UDF that
uses various features to add and remove material at the same time. Also, since a feature
tool such as Extrude can be used to create cuts or protrusions, it is possible to create a
UDF that can be toggled between Cut and Protrusion upon placement.
Figure 18
21. Click OK in the Save Object dialog box.
Figure 19
5. In the Select Instance dialog box, select the HOLE instance and click Open.
6. In the Insert User-Defined Feature dialog box, accept the default selection of Advanced
reference configuration and click OK.
Select Scale by value for Scaling and type 0.33 as the Scaling factor.
Figure 20
9. In the User Defined Feature Placement dialog box, select SURFACE (Reference 1) from the
list of original feature references.
10. Zoom in and select the surface shown in the figure as the corresponding reference for End
Surface.
Figure 21
11. In the User Defined Feature Placement dialog box, select AXIS (Reference 2) from the list of
original feature references.
12. Select datum axis A_1, shown in the figure, as the corresponding reference for Axis.
Figure 22
13. In the User Defined Feature Placement dialog box, select EDGE (Reference 3) from the list of
original feature references.
14. Select the edge shown in the figure as the corresponding reference for End Edge.
Figure 23
15. In the User Defined Feature Placement dialog box, select SURFACE (Reference 4) from the
list of original feature references.
16. Select datum plane DTM1, shown in the figure, as the corresponding reference for Reference
Plane.
Figure 24
17. In the User Defined Feature Placement dialog box, select SURFACE (Reference 5) from the
list of original feature references.
18. Select the surface shown in the figure as the corresponding reference for Cylindrical Surface.
Figure 25
19. In the User Defined Feature Placement dialog box, select the Variables tab and type 4 as the
value for the d15 cut dimension.
Figure 26
20. In the User Defined Feature Placement dialog box, clear the Auto Regeneration check box.
Click First Feature .
21. Notice that you are now redefining the chamfer feature within the UDF.
Type 0.75 as the chamfer distance (D) value, as shown in the figure.
Figure 27
23. Click Accept in the User Defined Feature Placement dialog box.
27. Click File > Manage Session > Erase Not Displayed and click OK to erase all files from
memory.