The top pane of PathFinder allows you to do the following:

• View components in collapsed or expanded form. For example, when you expand a subassembly, you can view all of its parts.

• Highlight, select and clear components for subsequent tasks.

• Determine the current status of the components within the assembly.

• Determine how the assembly was constructed.

• Reorder parts within an assembly.

• Rename reference planes, sketches, and coordinate systems.

When you pass your cursor over a component in the top pane of PathFinder, it is displayed in the graphics window using the Highlight color. When you click a component it is displayed using the Select color. This allows you to associate the component entry in PathFinder with the corresponding component in the graphics window.

Because the highlight and selection of components in large assemblies can impact performance, options are available on the Assembly tab on the Options dialog box that allow you to improve the performance when working with large assemblies. For example, options are available that allow you to simplify the display of highlighted and selected components in the graphics window and to disable the highlight of components in the graphics window when you pass your cursor over them in PathFinder.

For more information on improving performance in large assemblies, see the Working with large assemblies efficiently Help topic.

The symbols in PathFinder reflect the current status of the components in the assembly. The following table explains the symbols used in the top pane in PathFinder:

The components in the top pane of PathFinder are listed in the order in which they were placed in the assembly. This can be useful when evaluating design changes. For example, if you delete a single assembly relationship from a part, the symbols for other parts could also change to indicate that the parts are no longer fully positioned. This occurs because the positioning of the other parts depended upon the part from which you removed the relationship. In this example, reapplying the single relationship should cause the other parts to also become fully positioned again.

You can use the top pane of PathFinder to open or in-place activate a part or subassembly so you can make design modifications. For example, you can select a part in PathFinder, then use the Edit command on the shortcut menu to in-place activate a part. You can then add, remove, or modify features on the part while viewing the other assembly components. You can also use geometry on the other assembly components to help you construct or modify features on the part. When you use the Open command to open an assembly component, you cannot view the other assembly components.

When you in-place activate a subassembly, the display of PathFinder changes to make it easier to determine your current position within the assembly structure. For example, while in the top-level assembly A1.asm, if you in-place activate into subassembly S1.asm:1, subassembly S1.asm:1 is displayed using bold text and a contrasting background color is used for the subassembly and its components.

When you in-place activate a part for editing, you do not need to return to the assembly first to in-place activate another part or subassembly in the assembly.

You can select another part or subassembly in PathFinder and use the Edit command on the shortcut menu to in-place activate the component for editing. When you are finished making the design changes, you can use the Close and Return command on the Home tab to return to the original assembly.

When you in-place activate a part or subassembly for editing, you cannot collapse the assembly structure to which the part or subassembly belongs within PathFinder. For example, in the following illustration, part P2.par:1 has been in-place activated and it is in subassembly S1.asm. If you click the minus (-) symbol adjacent to S1.asm to collapse its structure, it will remain expanded.

You can use the top pane of PathFinder to control the display status of assembly components. For example, you can hide parts and subassemblies to make it easier to position a new part you are placing in an assembly. You can use the checkboxes adjacent to the assembly components in PathFinder to control component display or shortcut menu commands when one or more components are selected.

The color of the text in PathFinder also indicates whether a component is displayed or hidden.

PathFinder allows you to drag a part to a different position within an assembly.  As you drag the part, PathFinder displays a symbol to show where you can reposition the part in the assembly structure. The part will be positioned below the highlighted part occurrence in PathFinder.

PathFinder allows you to select a set of parts or subassemblies in the active assembly, then specify that the selected components are a group using the Group command on the shortcut menu. The set of components is then collected into a group entry in PathFinder. You can then expand, collapse, or rename the group to a more logical name. Defining a group of parts reduces the space requirements for a set of parts, and allows you to gather together a set of similar parts into a logical group. This can make it easier to select the parts for other operations, such as displaying and hiding a set of parts.  

You cannot select nested parts or nested subassemblies.

Grouping components is also useful when working with large assemblies that contain few or no subassemblies. You can select a set of parts, define them as a group with the Group command on the Pathfinder shortcut menu, then use the Rename command to rename the group to a more logical name.

You can ungroup a group using the Ungroup command on the shortcut menu when a group is selected in PathFinder.

The Select Components command , on the shortcut menu when you select a group entry in PathFinder, activates additional commands and options for manipulating groups that would otherwise be disabled. For example, after selecting a group with the Select Components command, you can then apply a face style to the group of parts, or transfer the group of parts to another assembly.

You can use PathFinder to rename an entry for an assembly reference plane, sketch, group, or coordinate system. To rename an entry, select it in PathFinder, right-click and then click Rename. In the name box, type the new name for the entry.

In a complex or unfamiliar assembly, it can sometimes be difficult to determine which subassembly a particular part is contained in. You can use the Scroll To Part command to quickly find a part in PathFinder. When you select a part in the assembly window, then click the Scroll To Part command on the shortcut menu, the display of PathFinder scrolls to the selected part. If the part is in a subassembly, the listing for the subassembly is expanded to display the part.

You can use the Document Name Formula dialog box to replace the file name displayed in PathFinder with a value composed of document properties. Refer to the Replace a file name with a property value help topic for instructions.

You can combine properties with additional characters to replace the file name. For example, you can separate two properties with dashes, such as Document Number–Revision Number.

If a property does not exist or does not have a value, the property name is displayed in place of the property value, and the file name is displayed in parentheses after the value.

When you select a part or subassembly in the top pane of PathFinder, you can use the bottom pane to view and modify the assembly relationships between the selected part and the other parts in the assembly. The document name is also displayed, as well as a symbol that represents the type of relationship. The following table explains the symbols used in the bottom pane in PathFinder:

When you select a relationship in the bottom pane you can do the following:

• View which elements were used to apply the relationship.

• Edit the fixed offset value of the relationship.

• Change the offset type of the relationship.

• Delete the relationship.

• Suppress the relationship

When you select a relationship in the bottom pane, the elements used to apply the relationship are highlighted in the assembly window. For example, if you select a planar align relationship, the planar faces or reference planes that were used to apply the relationship highlight in the assembly window. This can help you determine how design changes need to be applied.

When you select a relationship in the bottom pane, you can use the relationship command bar to edit the fixed offset value or change the offset type. For example, you may want to change a mate relationship from a fixed offset to a floating offset.

If you delete an assembly relationship, the symbol next to the part in the top pane changes to show that the part is no longer fully positioned. The part is also placed on the Error Assistant dialog box list. It is good practice to apply a new relationship to the affected parts as soon as possible. If you delete too many relationships without applying new ones, it could become difficult to fully position the affected parts. If this occurs, you may have to delete the affected parts from the assembly and place them again.

After you place a part in an assembly, you can replace any of its relationships. Select the part in PathFinder or in the graphics window, then click the Edit Definition button on the command bar. You can then select the relationship you want to replace from the Relationship List box on the command bar. Use the Relationship Types button to specify the new relationship you want to apply.

If you change the design of parts in an assembly, some assembly relationships may no longer be applicable. When this occurs, the symbol next to the part or subassembly in the top pane of PathFinder will change to indicate that there are conflicting relationships and the part will be placed on the Error Assistant dialog box list.

When you select the conflicted part or subassembly, the symbols for the affected relationships in the bottom pane of PathFinder are displayed in red. You can then evaluate the relationship scheme to determine how to repair the assembly. For example, you can delete the affected relationships and apply new relationships to fully position the part.

You can use the Suppress command on the shortcut menu to temporarily suppress an assembly relationship for a part. Suppressing an assembly relationship allows you to use the Drag Part command to evaluate how the part interacts with other parts in the assembly. When you suppress an assembly relationship, the symbol for the part in the top pane of PathFinder changes to indicate that the part is no longer fully positioned. Also, a symbol is added adjacent to the suppressed relationship in the bottom pane to indicate that the relationship is suppressed.

You can display the document status for components in PathFinder. For example, in an Insight-managed document, the status can be Available, In Work, In Review, Released, Baseline or Obsolete. The Status→Display Status command on the PathFinder shortcut menu turns on and off the display of symbols adjacent to the document names in PathFinder. For more information, see the Displaying and updating status for documents in assemblies Help topic.

Often a dashed line is displayed between sets of relationships in the bottom pane of PathFinder. The relationships above the dashed line were applied to parts that are above the selected part in the top pane of PathFinder. The relationships below the dashed line were applied to parts that are below the selected part in the top pane of PathFinder. You can edit the relationships above the dashed line and below the dashed line. For example, when you select Valve01.asm, the relationships above the dashed line were applied to Body01.par, which is above Valve01.asm in the top pane of PathFinder. The relationships below the dashed line were applied to Handle01.par and NutM15.par , which are below Valve01.asm in the top pane of PathFinder.

PathFinder does not display relationships applied outside the active assembly. Before you can view, modify, or delete an assembly relationship from a nested subassembly, you must first open or in-place activate the subassembly where the relationship was applied.

You can use the top pane of PathFinder to determine at which level in a multi-level assembly a particular part was placed. You can then select the subassembly in the top pane of PathFinder and use the Open or Edit commands on the shortcut menu to open or in-place activate the subassembly to modify or replace the relationship.

For example, assembly A1 in the next illustration was built using part P1 and subassemblies S1 and S2. Subassembly S1 was built using parts P2, P3, P4 and P5. Subassembly S2 was built using parts P6 and P7. If you want to change a relationship used to position part P5, you have to open or in-place activate subassembly S1.

You can find part P5 by viewing the assembly in the top pane of PathFinder, as shown in the next illustration. Since part P5 is indented under subassembly S1, you would have to open or in-place activate subassembly S1 in order to view, modify, or remove any relationships that control part P5.

• Reorder parts in an assembly

• Replace the file name with a property value

• Save a display configuration

• Scroll to a part

• Suppress an assembly relationship

• Move a part in an assembly

• Modify the fixed offset value for a mate relationship

• Delete an assembly relationship

• Apply a saved display configuration

• Create and edit assembly item numbers

• Assembly relationships

• Creating and publishing Virtual Components

• Displaying and updating status for documents in assemblies

• Displaying parts in assemblies

• Working with large assemblies efficiently

• Group Command (PathFinder)

• Delete Relationship command (Assembly Environment)

• Scroll to Part command

• Solid Edge Options dialog box

• Drag Component command

• Suppress command (Assembly Relationships)

• Ungroup Command (Assembly PathFinder)

• Item Numbers page (Solid Edge Options dialog box)