Inventor R27 RC1 Testing Info

New items for RC1 (since Beta2) highlighted.

Contents

1. Sketch .................................................................................................................................................... 6
1.1. Ability to add dimension by directly selecting midpoint of a sketch line. .................................... 6
1.2. Provide ability to edit or share a 2Dsketch from a selected sketch dimension in
parts/assemblies. ...................................................................................................................................... 6
1.3. Provide ability to reorder Sketch Blocks within the Browser ....................................................... 8
1.4. Support to select all broken projected geometries in 2d sketch .................................................. 8
1.5. Support insertion of Model iProperties within model sketch text ............................................... 9
2. Part ........................................................................................................................................................ 9
2.1. Support multi-edge selections for two-distance chamfer creation .............................................. 9
2.2. Support window selection functions within the Sheetmetal Cut command .............................. 10
2.3. Provide asymmetric distance option for contour flange creation. ............................................. 10
2.4. Provide ability to replace the reference of a Derived Part or Assembly .................................... 10
2.5. Provide ability to toggle visibility of bodies, work features and sketches in part environment
with hot key ............................................................................................................................................ 11
2.6. Provide ability to select surface bodies during Make Components operation .......................... 12
2.7. Provide ability to select non-visible bodies during Make Components operation..................... 12
2.8. Improve punch tool preview ....................................................................................................... 13
2.9. Sheet Metal Features - Display extended info in browser (Face, Contour Flange, Flange) ........ 14
2.10. Support to rename the body name on feature creation within Extrude, Revolve, Sweep, Coil
& Thicken Property Panel ....................................................................................................................... 14
2.11. Improve performance on Punch tool compute placed on sketch patterned points .............. 15
2.12. Option to replace Splines with tangent arcs when exporting FP to DXF/DWG ...................... 15
2.13. Mark Feature........................................................................................................................... 16
2.14. Improved Derive UI for Part and added new “Link sketch format from source component”
option which controls the new behavior. ............................................................................................... 19
3. Assembly ............................................................................................................................................. 21
3.1. In the BOM, multi-select cells in a column and delete all values. .............................................. 21
3.2. In the BOM, multi-select cells in a column and insert a value to all selected cells. ................... 22
3.3. Improve the performance of changing invisible component into visible for Express mode. ..... 22
3.4. Open a Presentation (. IPN) from an Assembly (.IAM) ............................................................... 22
 3.5. Be able to specify columns and formatting of Assembly BOM to export ................................... 23
3.6. Show bounding box on browser mouse over of invisible components. ..................................... 24
3.7. Prompt to rename Design View Rep when initially created...................................................... 25
3.8. Provide a "Select All Invisible Components" selection command .............................................. 25
3.9. Provide a "Select All Suppressed Components" selection command ......................................... 25
3.10. Provide ability to move or relocate a work plane in an assembly .......................................... 26
3.11. Provide context option to Open Base Component of a derived part when it’s in an assembly
26
3.12. Show correct browser node icons for Suppressed Content Center Part, Sheet Metal &
Weldment within assemblies.................................................................................................................. 26
4. Drawing ............................................................................................................................................... 27
4.1. Double click anywhere on a 2D Leader of a Surface Texture Symbol /Leader Text / Welding
Symbol to edit it ...................................................................................................................................... 27
4.2. Provide ability to clone / move Drawing Scope Revision Table across drawing sheets within
same drawing file .................................................................................................................................... 27
4.3. Remember sketch symbol insert options across sessions per user ............................................ 28
4.4. Support window select edges to create center marks ............................................................... 29
4.5. Parent Properties in Leader Text ................................................................................................ 29
4.6. Support to change fence type of a detail view ........................................................................... 30
4.7. Provide option to have pre-existing sheets automatically deleted when a new drawing is
created with a sheet format ................................................................................................................... 31
4.8. Create Drawing View will not start base view command if sheet format has already created a
view 31
4.9. Improved User interface for Drawing view label and Style ........................................................ 31
4.10. Identify sheet source view or model to extract reference properties from instead of 1st view
32
4.11. Accurate representation of balloons in parts list.................................................................... 32
5. Presentation ........................................................................................................................................ 33
5.1. Provide ability to rename a storyboard in a presentation. ......................................................... 33
6. Application Options ............................................................................................................................ 34
6.1. Rename custom names in Color Scheme editor ......................................................................... 34
7. Graphics .............................................................................................................................................. 35
7.1. Improve the behavior of Constrained Orbit. .............................................................................. 35
7.2. Provide API to calculate the rendering Frame rate. ................................................................... 36
7.3. Enable Pan and Zoom while in the Rotate at Angle command .................................................. 37
 7.4. Improve graphics interaction performance with thread rendering ........................................... 38
7.5. GPU Ray Tracing .......................................................................................................................... 38
8. iLogic & API ......................................................................................................................................... 40
8.1. Provide right click and copy / paste one rule.............................................................................. 40
8.2. Provide new API to expose ApprenticeServerDocument.FilePropertySets ................................ 40
8.3. Consume latest code editor control component - Actipro SyntaxEditor.................................... 41
8.4. Provide ability to select multiple iLogic rules. ............................................................................ 42
8.5. Provide ability to select multiple iLogic Named Entities. ............................................................ 42
8.6. Provide Filter function for rule snippets. .................................................................................... 42
8.7. Provide Rule Editor to retain the outlining regions collapsed state from "last time". ............... 43
8.8. Provide Enter or ESC button from keyboard to finish or discard renaming internal rule. ......... 43
8.9. ESC button from keyboard to exit iLogic search function........................................................... 43
8.10. Provide undo / redo options within the iLogic Form Editor ................................................... 44
8.11. Provide line number to iLogic rule editor panel and error message ...................................... 44
8.12. Provide ability to add external rules or global forms into ribbon bar or panel ...................... 45
8.13. Provide ability to obtain more accurate values via new APIs from Measure ......................... 46
9. MBD/3DA ............................................................................................................................................ 46
9.1. Custom Datum Identifiers ........................................................................................................... 46
9.2. Shortened the list of available Datums ....................................................................................... 48
9.3. Dragging by Datum Target annotations ...................................................................................... 49
9.4. Datum Target placement and orientation (in command)........................................................... 50
9.5. Datum Target improvements ...................................................................................................... 51
9.5.1. Tolerance Feature Integration ................................................................................................ 51
9.5.2. Browser representations for Tolerance-Feature-generated Datum Targets.......................... 52
9.6. Window selection supported for Select Faces and Edges selection filter .................................. 52
9.7. Associated General Profile Note ................................................................................................. 54
9.7.1. Added ability to make General Profile Note associated to a Datum Reference Feature ....... 54
9.7.2. Adding DRF to General Note ................................................................................................... 55
9.7.3. Added highlighting for associated faces annotated by Hole Note 3DA for patterned holes . 57
9.8. General Surface Texture Symbol token ...................................................................................... 58
9.8.1. Modified a descriptive name for General Surface Texture Symbol token.............................. 58
9.9. Continuous Feature symbol within Dimension 3DA ................................................................... 59
9.9.1. Added a support for Continuous Feature symbol for Dimension 3DA ................................... 59
 9.10. Disabled an option for exporting of annotations, for assemblies, to JT and STEP_242 ......... 60
9.11. Multi-selection for 3D Leader Text ......................................................................................... 61
9.11.1. Associate multiple geometries with one 3D Leader Text ....................................................... 61
9.11.2. Window selection ................................................................................................................... 62
9.11.3. Known issues ........................................................................................................................... 62
9.12. Extended support for showing iProperties within 3DA .......................................................... 62
9.12.1. Enabled the iProperties text input for 3DA............................................................................. 62
9.12.2. Enabled the iProperties text input for Drawing dimensions .................................................. 65
10. Model States ....................................................................................................................................... 65
10.1. Keep existing link suppressed when opening legacy substitute parts. ................................... 65
10.2. Prompt message when open/edit model state files in factory scope. ................................... 67
10.3. The override of positional representation view work as higher priority when the parameter
is overridden in both model state and positional representation view. ................................................ 69
10.4. Rename ‘Master’ to ‘[Primary]’ .............................................................................................. 70
10.5. Capture tolerance settings in Model States............................................................................ 72
10.6. New options in BOM ............................................................................................................... 75
10.7. Support editing model state cases in design assistant ........................................................... 79
10.8. Display Model State Name within View Label in Drawings .................................................... 81
10.9. Model states supporting drawing Overlay view ..................................................................... 82
10.10. Text & Boolean User Parameters supported by Model States ............................................... 83
11. Standard .............................................................................................................................................. 84
11.1. Rename "abc" to "Closed Tail" within Weld Symbol .............................................................. 84
11.2. Edge Weld symbol................................................................................................................... 85
11.2.1. Edge Weld symbol has been updated to ISO 2553-2019........................................................ 85
11.3. Stake Weld symbol.................................................................................................................. 86
11.3.1. New Stake Weld symbol per EN ISO 2553:2017 ..................................................................... 86
11.4. Simplified Butt Weld symbol................................................................................................... 87
11.4.1. Simplified Butt Weld symbol standard ISO 2553-2019 ........................................................... 87
11.5. Provide ability to append prefix & suffix to per ISO 5458 & 5459 .......................................... 88
11.6. Update tooltips for Spot or Projection Weld and Spot Weld on Reference Line ................... 89
11.7. Update tooltips for Seam Weld and Seam Weld on Reference Line ...................................... 90
11.8. Option to add In-line notes and Auxiliary indicator to Feature Control Frames .................... 90
11.9. Option to add All over profile in Feature Control Frame ........................................................ 91
 11.10. Update Welding Symbol dialog to have Spacer and Identification line always available in 2D
& 3D. 92
11.11. Provide options to change direction of Flag in welding symbol ............................................. 92
12. Task Scheduler (Only testable in Run in browser or local install) ....................................................... 93
12.1. Provide option within Task Scheduler Settings->Options to append/remove file extension
within resultant file on import/export operations. ................................................................................ 93
12.2. Add .usdz, .gltf and .glb file types in Task Scheduler export task list. .................................... 94
13. Tube & Pipe ......................................................................................................................................... 94
13.1. Remember several last used settings in Route Property Panel .............................................. 94
14. Inventor Fusion Interop ...................................................................................................................... 95
14.1. Inventor to Fusion Workflow ...................................................................................................... 95
14.2. Fusion PCB Model Imported into Inventor ............................................................................... 104
15. General.............................................................................................................................................. 105
15.1. Will not flag content center or defined library files as red when they reside outside of the
project workspace................................................................................................................................. 105
15.2. Add .usdz, .gltf and .glb file types in Save Copy As list. ........................................................ 105
15.3. Provide ability to manage the order of the values in of the multi values parameters ......... 106
16. My Home Overview .......................................................................................................................... 106
16.1. Project Switch and Settings................................................................................................... 106
16.2. Open Files.............................................................................................................................. 107
16.3. Create Files ............................................................................................................................ 107
16.4. Recent Files ........................................................................................................................... 108
16.4.1. View Style .............................................................................................................................. 108
16.4.2. Columns ................................................................................................................................ 108
16.4.3. Pin ......................................................................................................................................... 109
16.4.4. Sort ........................................................................................................................................ 109
16.4.5. Recent Context Menu ........................................................................................................... 109
16.5. Tutorials ................................................................................................................................ 110
16.6. Hide Model browser when switching to Home .................................................................... 110
16.7. Show Team Web separately ................................................................................................. 110
17. Data Exchange Overview – Revit to Inventor ................................................................................... 111
17.1 Create an Exchange........................................................................................................................... 111
17.2 Import/ Download Data Exchange in Inventor ................................................................................. 112
17.3 Update an Exchange in Inventor ....................................................................................................... 114
1. Sketch
1.1. Ability to add dimension by directly selecting midpoint of a sketch line.
This function supports sketch lines/arc/part edge in 2D sketch in part/assembly/drawing, and the
Dimension types include Distance and 3 Point Angular.

After invoking Dimension command, hover over the midpoint of Sketch lines/arc/part edge to place
dimension directly.

1.2. Provide ability to edit or share a 2Dsketch from a selected sketch dimension in
parts/assemblies.

• In part:
o Provide an "Edit Sketch" option (at 6'o clock) within the Marking Menu, and within the
Classic context menu, when a sketch dimension is selected within the graphics.
o Provide a "Share Sketch" option, within the overflow or Classic context menu, when a
sketch dimension is selected within the graphics.
o Moved “New Sketch” in the overflow menu, to be under “Share Sketch” (for consistency).
• In assembly:
o Provide an "Edit Sketch" option within the overflow or Classic context menu, when a
sketch dimension is selected within the graphics, under Dimension Properties.

• In Customize Marking menu tab, add sub environment type "2D Sketch Dimension Object" for
Part, Sheet Metal, Flat Pattern environment.
1.3. Provide ability to reorder Sketch Blocks within the Browser
Enable ability to reorder sketch block definitions in any position, support reorder the first level
children only (no consumed / embedded block references).

1.4. Support to select all broken projected geometries in 2d sketch

Right-click the graphic window in 2d sketch environment, and “Select Broken Projections”
command is available in context menu when the broken projecting geometries exist in the sketch. All
the broken projecting geometries will be selected using the command.
 1.5. Support insertion of Model iProperties within model sketch text
The part model iProperties including Standard & Custom iProperties can be inserted in 2d sketch text,
which is just like in drawing sketch text. Now it only works for part sketch but not assembly sketch.

2. Part
2.1. Support multi-edge selections for two-distance chamfer creation
Support multi-edge selections for two distance chamfer creation in part and assembly environment.
2.2. Support window selection functions within the Sheetmetal Cut command
Supported in both forward creation and edit workflows in both folded model and Flat pattern
environment:

2.3. Provide asymmetric distance option for contour flange creation.

When creating a Contour flange, there is a new Asymmetric option available under Distance type.
Then the Distance B option will become enabled:

2.4. Provide ability to replace the reference of a Derived Part or Assembly

• Add "Replace Base Component" in context menu of a derive feature. When multiple derived
nodes selected to replace, show those items in Replace Base Component dialog. The user can
select one item there and choose one file from Open file dialog to replace.
• In API, add DerivedPartComponent/DerivedAssemblyComponent.Replace method.

2.5. Provide ability to toggle visibility of bodies, work features and sketches in part
environment with hot key
We now support using Alt + V short key in part environment to toggle the visibility for below
items:

o Toggle visibility of solids or surfaces with Alt + V

o Toggle visibility of work planes, axis, points with Alt + V
o Toggle visibility of sketches with Alt + V

This also applies to the part environment under Assembly in place edit.
2.6. Provide ability to select surface bodies during Make Components operation
Allow selection of surface bodies during the Make Components command, the surface bodies
can be selected from browser and graphics window.

2.7. Provide ability to select non-visible bodies during Make Components operation
Allow selection of invisible bodies during the Make Components command.
2.8. Improve punch tool preview
o Preview updates when deselect points, value changes, etc.
o Add preview control (eyeglasses) to the punch tool dialog so user can control if preview
is computed or not.
2.9. Sheet Metal Features - Display extended info in browser (Face, Contour Flange,
Flange)
The extended info in browser will be supported for sheet metal Face, Contour Flange and Flange
when check on “Display Preferences -> Show Extended Names.”

2.10. Support to rename the body name on feature creation within Extrude,
Revolve, Sweep, Coil & Thicken Property Panel
when creating these features using “New Solid” option for solid body or surface as output, it supports
to input the body name in the panel.
2.11. Improve performance on Punch tool compute placed on sketch patterned
points
Punch tool performance is much improved by optimized compute method.

2.12. Option to replace Splines with tangent arcs when exporting FP to DXF/DWG
The option “Arc Approximation” is provided to replace splines with tangent arcs when exporting flat
pattern to DXF/DWG.
 Known issue: The typo “Approximation” for the option in the dialog.

2.13. Mark Feature

Use the Mark command to create data for laser marking, etching, or engraving.
Mark features are displayed in 3D and 2D and can be exported by Flat Pattern
DXF/DWG export.
Modeling and export behavior is controlled by predefined or custom mark styles.
You assign mark styles to mark selection sets, and mark geometry is then
exported to appropriate layers in a DXF or DWG file.

Mark Workflow for Sheet Metal Part

1. Create a sheet metal part with a flat pattern.
2. Open Style and Standard Editor, set the mark styles: Review or edit the pre-defined mark styles.
Create your mark styles and specify their properties.
Note: Mark Depth and Text settings are used in Inventor to create mark features. Settings in the
Export Layers area define properties used as layer settings in DXF/DWG export.
3. On a sheet metal face, create a model sketch that includes mark geometry and text.
 4. Start the mark command.
5. Select sketch objects to include in the first selection set.
6. Select the Mark Type (Style) to be assigned to the first selection set.
7. If appropriate, use the button to create more selection sets, and repeat steps 5 and 6 for the
second selection set.
8. In the mark panel, click OK to confirm mark feature creation.
Mark feature is added to the browser, the sketch is consumed and displayed as a child node in the
browser, 3D mark representation is displayed in the graphic window.
9. Go to flat pattern environment, and mark feature creation is also available in flat pattern
environment.
10. Create a drawing including views of the sheet metal part and flat pattern and review the mark
geometry in the drawing, and the drawing curves related to mark geometries are displayed as default.
11. In the sheet metal part, use the Save Copy As command from the Flat Pattern context menu to export
the Flat Pattern including mark geometry to DXF or DWG.
12. Open the exported file and confirm the mark geometry is included in the exported file and is placed in
layers according to mark definitions in Inventor.

Mark Styles
You can use predefined mark styles or create custom mark styles. Each mark style is mapped to one mark
layer exported to DXF/DWG.
Mark Depth specifies how mark feature is modeled.
Surface creates mark edges on a part face.
Through splits the part at mark sketch lines.
Text controls how mark geometry is created from sketch text.
Mark Outline uses character outlines as sketch geometry.
Mark Strokes converts characters to single stroke path based
on the selected font.
Export Layers specifies properties for DXF/DWG export.
Layer Name defines name of the export layer.
Color specifies color of the exported layer.
Note: Color is also applied to objects in mark selection sets.
Line Type, Line Weight define properties of the export layer.

Mark Panel
 Selection Sets includes selection sets of sketch objects
used for the mark feature.
Selection column displays number of sketch objects in
the set.
Mark Type column assigns a mark style to the selection
set. You can select from a lists of the existing mark styles.

adds a selection set to the mark feature.

removes a selection set from the mark feature.

Mark Layers in Flat Pattern Export

The Export dialog lists mark layers corresponding to

mark styles that are used by mark features added to
the model.
Layer properties (color, line type, and line weight) are
based on mark style settings.

Mark Feature Interop with Nesting

Sheet metal parts with mark features can be used in Nesting. The workflow below cannot be tested in
Beta 2, but it works when compatible Nesting build is available.

1. Create the mark features in folded model and flat pattern. Mark features can include both Mark
Surface and Mark Through styles.

2. Use the sheet metal part containing mark features as source in Nesting.
3. Manually map any custom Mark layers in the Nesting configuration file.
Note: The pre-defined mark layers – Mark Surface and Mark Through – will be mapped
automatically.
4. The Nesting result is generated based on the config file and the Nesting settings.

2.14. Improved Derive UI for Part and added new “Link sketch format from
source component” option which controls the new behavior.
A new option “Link sketch format from source component” is added in derive dialog. Same option is also
added to ‘Application options’.

When option is checked, the line formatting changed in source document will be synced to the derived
document. But local editing of derived sketch is blocked.

When option is unchecked, The line formatting changed in source document will NOT be synced to the
derived document But local editing of derived sketch is permittted.

New UI for Derived Part

New UI for Derived Assembly

New UI for Makre Part

 New UI for Make component for Sketch Blocks

3. Assembly
3.1. In the BOM, multi-select cells in a column and delete all values.
Select multiple cells in a column (any method), press Delete key, the contents in all selected cells will
be deleted, (does not delete Read-only values).
3.2. In the BOM, multi-select cells in a column and insert a value to all selected cells.
Select multiple cells in a column (any method), enter a value in Edit Expression and click
ENTER. All selected cells in the selected column are updated to include the new value.

3.3. Improve the performance of changing invisible component into visible for Express
mode.
In Express mode, it is much quicker to turn invisible components into visible compared to Inventor
2022RTM and previous releases.

Performance testing result of changing invisible components into visible under Express mode (Unit =
s):

Test Dataset 2022 RTM 2023 Improvement

Test dataset1 (13310, 1000) 69s 9s 6x

Test dataset2 (13354, 1342) 349s 12x 28x

Test dataset3 (30000, 4900) 502s 11s 44x

3.4. Open a Presentation (. IPN) from an Assembly (.IAM)

A new command “Open Presentation” is added under “Open Drawing” in assembly root node context
menu and assembly selection node context menu to open the .ipn file with same name as active
assembly (in same file path).

If no .ipn file found, it will launch Open File command with files of type set to .ipn.

Note: “Open Presentation” follow the same rules as “Open Drawing” when it’s applicable.
3.5. Be able to specify columns and formatting of Assembly BOM to export
Similar to Parts list Export Option, Export Options for BOM have been added; now it is possible to
select what column to be exported:
3.6. Show bounding box on browser mouse over of invisible components.
Now a bounding box will display in the canvas when mouse over a browser item of an invisible
component. This is supported in Full and Express mode.
3.7. Prompt to rename Design View Rep when initially created
Design view browser node name is highlighted and selected on initial creation.

3.8. Provide a "Select All Invisible Components" selection command

Provide a "Select All Invisible Components" option in the Selection tools (Right click, Shift Right
click, QAT), and all the component visibility can be toggled when all are selected.

3.9. Provide a "Select All Suppressed Components" selection command

Provide a "Select All Suppressed Components" option in the Selection tools (Right click, Shift
Right click, QAT), and the suppressed state of component can be toggled when all are selected
3.10. Provide ability to move or relocate a work plane in an assembly
You can select a work plane in an .iam after changing the selection filter from component to
feature or faces and edges, then be able to move / relocate the plane in space when the
boundary is selected.

3.11. Provide context option to Open Base Component of a derived part when
it’s in an assembly
Add a right click option to Open Base Component of a derived part in assembly browser just like
you can in the part browser.

3.12. Show correct browser node icons for Suppressed Content Center Part,
Sheet Metal & Weldment within assemblies
For the new data, the browser node icons for content center part, sheet metal & weldment
within assembly will be expected when suppressed. For the legacy data, users need to
unsuppress the component and suppress it, and the browser node icon will turn correct. This
enhancement will work for light/dark theme & light theme plus Amber.
4. Drawing
4.1. Double click anywhere on a 2D Leader of a Surface Texture Symbol /Leader Text /
Welding Symbol to edit it
Double click the arrowhead, or the area of the dimension leg of a surface texture symbol, a
welding symbol or a leader text, the command dialog will prompt to edit it.

4.2. Provide ability to clone / move Drawing Scope Revision Table across drawing
sheets within same drawing file
We now have the ability to clone/move drawing scope revision tables across drawing sheets
within the same drawing file, note, this only applies to drawing scope revision tables, but not
applicable for sheet scope revision tables.

o Support clipboard-copy of Drawing Scope revision tables via Right Click Menu ->Copy and
Ctrl + C, Right Click Menu -> Paste/ Ctrl + V.
o Support ability to drag-and-drop Drawing Scope Revision Table drawing browser node
from one sheet to another.
o Support
 o Paste of Drawing Scope Revision Table doesn’t support across drawings.

API Sample: <Prerequisite: Open a drawing with two sheets and a Drawing Scope Revision
Table in the 1st sheet>

Sub RevTableCopyTo()

Dim oDrawDoc As DrawingDocument

Set oDrawDoc = ThisApplication.ActiveDocument

Dim oSheet1 As Sheet

Set oSheet1 = oDrawDoc.Sheets(1)

Dim oSheet2 As Sheet

Set oSheet2 = oDrawDoc.Sheets(2)

oSheet1.RevisionTables(1).CopyTo oSheet2

End Sub
4.3. Remember sketch symbol insert options across sessions per user
The Insert Sketch Symbol options are preserved across Inventor sessions, on a per-user basis. The
settings include:
o Leader, Visible
o Static
 o Symbol Clipping
o Scale
o Rotate

4.4. Support window select edges to create center marks

Window select multiple arcs and circles to create center marks with Center Mark command running.

4.5. Parent Properties in Leader Text

3D and 2D leader text can now include standard iProperties, custom iProperties, and instance
properties belonging to parents of the attached part. Previously, only properties from the attached
part were available in the leader text.

Also, leader notes can combine instance properties from the attached component and its parents to
display occurrence-specific information, for example unique tags.
4.6. Support to change fence type of a detail view
Toggle a detail view to be either circular or rectangular in shape without having to recreate the view
or lose annotations / dimensions.
4.7. Provide option to have pre-existing sheets automatically deleted when a new
drawing is created with a sheet format

4.8. Create Drawing View will not start base view command if sheet format has
already created a view
when the sheet format has already created a drawing view, the base view command will not start
when creating drawing view using the template with sheet format.

4.9. Improved User interface for Drawing view label and Style
View lable opitons are unified and reordered to boost Inventor learnability.

With this enhancement, View property have been renamed to View Identifier in Foramt Text dialog .
4.10. Identify sheet source view or model to extract reference properties from
instead of 1st view
Provide the ability to specify which view model reference is used to populate iProperty reference in a
drawing sheet's drawing resources rather than using the first model reference placed on the sheet as
always.

4.11. Accurate representation of balloons in parts list

Improve representation with balloon badge in Parts List when balloon is suppressed by a break view.

When adding the part list filter “Ballooned Items Only” and creating break view, some balloons may be
removed after break view creation. The part list will only show the ballooned components in drawing view
in new behavior but not all ballooned items in legacy behavior.

Before Break View

 After Break View – Only the balloon items in drawings display in part list

5. Presentation
5.1. Provide ability to rename a storyboard in a presentation.
• Rename during new storyboard workflow:

The default storyboard name is pre-populated in the new edit box on the New Storyboard dialog; edit
it directly or accept the default name.
 • Rename by contextual menu or double click the storyboard:

A new “Rename” command is added below Delete on the active/inactive storyboards’ context menu.
(The name cannot be empty or contains only blank).

If blank, keep the previous default name. There will be warning message when trying to rename to
duplicated name.

Note: there is no Rename for the storyboard in the More list.

6. Application Options
6.1. Rename custom names in Color Scheme editor
A new “Rename” button is available on App Option->Colors->Color Scheme Editor dialog. Its available
for newly created color scheme and disabled for internal ones.
7. Graphics
7.1. Improve the behavior of Constrained Orbit.
Inventor 2023 provided a simpler way to dynamically set orbit center as wanted for frequent user to
avoid extra clicks.

• The new enhancement is exposed for the orbit behaviors with Middle Mouse Button which can
be set from Application Options->Display Middle Mouse Button, including
Shift+MMB/MMB/Ctrl+MMB, but it doesn’t support the Orbit with F4 or Orbit commands yet.
• When user starts the orbit with Middle Mouse Button, there will be a green Pivot showing up to
indicate the orbit center.
• If the model is out of viewpoint during zoom in, the orbit center will be automatically snapped to
a point on the model within the canvas view, so user can easily adjust the orbit center based on
needs.
• If the whole model is within the canvas view, the orbit center is the geometry center.

7.2. Provide API to calculate the rendering Frame rate.

Inventor API provides a way of getting the frame rate from graphics navigation, the new API’s are
View.StartRenderingRateRecord & View.StopRenderingRateRecord. Here’s the sample code that can
be used to get the frame rate for Rotate operation, you may copy and paste the code into VBA editor,
then run the code after opening a part/assembly with entities.
Sub GetRenderingRate()
Dim lFrames As Long
Dim dTime As Double

Dim oView As View

Set oView = ThisApplication.ActiveView

Dim oFromPt As Point2d

Dim oToPt As Point2d

Set oFromPt = ThisApplication.TransientGeometry.CreatePoint2d(0, 0)

 Set oToPt = ThisApplication.TransientGeometry.CreatePoint2d(50, 50)

If ThisApplication.DisplayOptions.MinimumFrameRate > 0 Then

ThisApplication.ActiveView.Camera.Animating = True
Else
ThisApplication.ActiveView.Camera.Animating = False
End If

oView.StartRenderingRateRecord
Rotate oView, oFromPt, oToPt, 100
oView.StopRenderingRateRecord lFrames, dTime

Debug.Print (1# * lFrames) / dTime

End Sub
'Rotate
Public Function Rotate(oView As View, oFromPt As Point2d, oToPt As Point2d, lCount As Long)
Dim lTemp As Long
lTemp = lCount
Do
SetViewOperationWithPoint oView.Camera, kRotateViewOperation, oFromPt, oToPt
oView.Update
lTemp = lTemp - 1
If lTemp < 0 Then
Exit Do
End If
Loop
End Function
' Set view operation
Public Sub SetViewOperationWithPoint(oCamera As Camera, eViewOperation As ViewOperationTypeEnum, oFromPt As
Point2d, oToPt As Point2d)

oCamera.ComputeWithMouseInput oFromPt, oToPt, 0, eViewOperation

oCamera.ApplyWithoutTransition
DoEvents

End Sub

7.3. Enable Pan and Zoom while in the Rotate at Angle command
• Enable the Viewing commands (view cube, pan, zoom, look at, etc.) controls while the Rotate at
Angle command is active
• The reset button should revert to the original location before invoking the Rotate at Angle
command
7.4. Improve graphics interaction performance with thread rendering
• Enable multi-threading for thread rendering, this would improve the graphics interaction
performance.
Note, unit, FPS (Hz).

7.5. GPU Ray Tracing

This document contains the testing info about how to experience with the new GPU Ray tracing.
Please follow below instructions to test around and let us know if you have any questions or
suggestions.

Note, to experience GPU Ray Tracing, the OS and graphics card need to meet the documented
requirements under below:

• OS Requirement
o 64-bit Microsoft Windows 10 1809 or above

• GPU Devices that support GPU Ray tracing

o NVIDIA Quadro RTX Series
o NVIDIA GeForce RTX series
o NVIDIA GeForce 10 series with 6GB or more GPU memory
o NVIDIA Quadro P3000 Series with 6GB or more GPU memory
o NVIDIA Quadro P4000 Series with 6GB or more GPU memory
o NVIDIA Quadro P4200 Series with 6GB or more GPU memory
o NVIDIA Quadro P5200 Series with 6GB or more GPU memory
o NVIDIA Quadro P6000 Series with 6GB or more GPU memory
o AMD Radeon RX 6000 Series
o AMD Radeon RX 7000 Series
o AMD Radeon Pro W6800
o AMD Radeon Pro W6600

• Validation workflows
o Launch Inventor
o Go to Application Options->Hardware, there’s a new Alpha Option under the bottom of
the dialog, and by default the Enable viewport GPU Ray Tracing is enabled on the
machine with capable GPU device.
o Open the provided sample dataset _Jet Engine Model.iam
o Switch to an expected lighting style <Please try to use Image Based Lighting lighting styles
for testing with GPU Ray Tracing, Standard Lights lighting styles are not supported well
yet>
o Switch to Realistic visual style, then enable Ray Tracing
o Also notice the Ray Tracing dialog which indicates the GPU ray tracing is working with
GPU text and Noise reduction options, and by default the Noise reduction is set to Off
and High (render quality).
o Navigate the model in the viewport with Pan, Zoom and Rotate
o Switch lighting styles to some different ones and see the rendering result
o Change some appearances on the model and see the rendering result
o You can also save an image by clicking on the Save button under Ray Tracing dialog or
from Inventor File-> Export Image
o Change the Noise reduction option into On and experience the new rendering result
 • Known limitations/issues
o Standard lights lighting style, eg. One Light, Two Lights don’t produce the same lighting
effect as under CPU ray tracing or non-ray tracing.
o Some IBL backgrounds don’t work as expected under Orthographic camera.
o Ground shadows, Reflections, Decal, Threads, Section view, Monochrome visual style,
Texture off are not supported yet.
o There are some appearances with rendering issues, which are still being worked in
progress.

8. iLogic & API

8.1. Provide right click and copy / paste one rule
In iLogic browser, provide right click and copy/paste one rule at a time for document or global iLogic.

8.2. Provide new API to expose ApprenticeServerDocument.FilePropertySets

Here is the code sample which can be used to try the part and assembly document:
Sub Test ()
Dim oApp As ApprenticeServerComponent
Set oApp = New ApprenticeServerComponent

Dim oDoc As ApprenticeServerDocument

Set oDoc = oApp.Open("c:\temp\new\part1.ipt")

Debug.Print oDoc.FilePropertySets.Type
Debug.Print oDoc.FilePropertySets.Parent

Debug.Print oDoc.FilePropertySets.Count

oDoc.FilePropertySets.RefreshFromFile

Debug.Print oDoc.FilePropertySets.Dirty
Debug.Print oDoc.FilePropertySets.Item("Design Tracking Properties").Item("Part Number").Value
oDoc.FilePropertySets.Item("Design Tracking Properties").Item("Part Number").Value = "test_new"
Debug.Print oDoc.FilePropertySets.Item("Design Tracking Properties").Item("Part Number").Value
Debug.Print oDoc.FilePropertySets.Dirty
oDoc.FilePropertySets.FlushToFile

oDoc.Close

'Open document again to make sure the change takes effect

Set oDoc = oApp.Open("c:\temp\new\part1.ipt")
Debug.Print oDoc.FilePropertySets.Item("Design Tracking Properties").Item("Part Number").Value

'Expect to raise error to add property

On Error Resume Next
Call oDoc.FilePropertySets.Add("PS1", "PS1_Value")
If Err.Number <> 0 Then
Debug.Print "Expected error"
Else
MsgBox "Should show error"
End If
End Sub

8.3. Consume latest code editor control component - Actipro SyntaxEditor.

Behavior change, Ctrl+F brings up the new search pane in the upper right corner of the text
area. Ctrl+Shift+F can be used to activate the legacy Search and Replace tab. Search pane
from Ctrl+F,
8.4. Provide ability to select multiple iLogic rules.
Provide ability to multi-select multiple rules in the iLogic rule browser, then can set suppress
state, drag\ drop or run\ regenerate\ delete these rules.

8.5. Provide ability to select multiple iLogic Named Entities.

Provide ability to multi-select multiple rules in the iLogic geometry browser, then can set
visibility state or delete these.

8.6. Provide Filter function for rule snippets.

Provide ability to Filter function for rules snippets in the rule editor dialog.
8.7. Provide Rule Editor to retain the outlining regions collapsed state from "last
time".
Edit a rule and close the Rule Editor, it should remember the collapsed outlining regions.
When re-open that rule, it should collapse those regions again. For now, it only works in
current Inventor session.

8.8. Provide Enter or ESC button from keyboard to finish or discard renaming internal
rule.
Rename the internal rule, press Enter button to finish. Or press ESC button to discard the
change.

8.9. ESC button from keyboard to exit iLogic search function

Press Ctrl + F button on iLogic browser, input text in search textbox, press ESC button to clear
/ quit the search results.
8.10. Provide undo / redo options within the iLogic Form Editor
On Form Editor dialog, provide undo / redo options on the left corner of the dialog. Shortcut
keys of (Ctrl-Z and Ctrl-Y) are support as well.

8.11. Provide line number to iLogic rule editor panel and error message
Show line number for the code line in rule editor dialog by default. Add the line number in
the error message when it breaks.
8.12. Provide ability to add external rules or global forms into ribbon bar or panel
Start Inventor, go to Tools tab, click Customize button, Customize dialog, Ribbon, All
Commands, select iLogic Rules or iLogic Forms, add these into right panel (Choose tab to add
custom panel to), click OK to apply change. Go to ribbon, notice the iLogic rules or forms
have been added.

How to customize the icons for rules or forms? Note, the icons of rules or forms must keep in
same folder.
Rule named:
RuleX.iLogicVb
icon files:
RuleX.light.small.png
RuleX.light.large.png
 RuleX.dark.small.png
RuleX.dark.large.png

Form anmed:
FormA.xml
icon files:
FormA.light.small.png
FormA.light.large.png
FormA.dark.small.png
FormA.dark.large.png

8.13. Provide ability to obtain more accurate values via new APIs from Measure
Provide new iLogic Measure APIs to obtain more accurate values.
• Measure.PreciseExtentsLength
• Measure.PreciseExtentsWidth
• Measure.PreciseExtentsHeight

9. MBD/3DA
9.1. Custom Datum Identifiers
• Added support for creating custom Datum Identifiers. “Custom” has been added to the bottom of
dropdown menu for Datum ID, in the selectable preview:
• The “Custom…” command will take you to Datum Identifier edit box:
• After entering unsupported characters like numbers, or symbols, or excluded characters, the
whole text will become red:

• All entered letters are automatically capital letters.

• For now, there are 3 excluded characters I, O, Q.
• Maximum letters for Datum Identifier are 3, e.g., ABC.
• Preview and scene are updated immediately since we do validation of entered text.
• Copy>Paste workflow is also supported.

9.2. Shortened the list of available Datums

• The list of available Datums, in the dropdown menu, has been significantly
shortened.
 • We have provided a tooltip for case, when entered Datum already exists

9.3. Dragging by Datum Target annotations

• We have added a support for dragging Datum Target annotations
• Datum Target annotations can be dragged only by its hot point

• We can drag Datum Target annotation individually or together, if Datum Target

annotations lie in the parallel annotation plane
9.4. Datum Target placement and orientation (in command)
• When placing Datum Targets user can drag each annotation by 'Hot point'

• When Datum Target is placed user can change orientation of annotation:

o Toggle Alignment
o Change Annotation Plane
o Change to Next Candidate Plane
9.5. Datum Target improvements
9.5.1. Tolerance Feature Integration
NOTE: Only forward-create, edit not implemented yet.

Tolerance Feature MTB was updated to include Datum Target options.

List of options (depending on Tolerance Feature):

• None
• Datum identifier
• 3-Point Target Plane
• 2-Point Target Plane
• 1-Point Target Plane
• 2-Center Point Axis
• 1-Center Point Axis
• User-Defined Target Plane
• User-Defined Target Axis

When Datum Target option is selected Tolerance Feature MTB updates to show required
controls.
 9.5.2. Browser representations for Tolerance-Feature-generated Datum Targets
Datum Targets are nested under Tolerance Feature browser node to better understand
their relationship to other annotations and features.

9.6. Window selection supported for Select Faces and Edges selection filter
Assembly environment
 • We have added a support for selecting annotation by Window Selection, for Select
Faces and Edges selection filter

• By window selection can be selected annotations from assembly level, also

annotations from component level.
• If only annotations are selected, then RMC may contain also commands Change
Annotation Plane, Toggle Alignment, Align To Geometry, Delete and Visibility
• IF by windows selection are highlighted also some geometry from assembly, like
face, edges, then we support just Delete command, in the RMC, for annotations
• We do not support selection of General Note by Windows Selection

Known issues:

• If Tolerance Annotation from the component level, are included in window selection
(in the assembly environment), then it may block functionality of Delete key, or
Delete command from the RMC, so annotations from assembly level, cannot be by
deleted.

Part environment/Sheet Metal environment

Windows selection is also supported in the Part/Sheet Metal environment.

9.7. Associated General Profile Note
9.7.1. Added ability to make General Profile Note associated to a Datum
Reference Feature
• We have added Edit Profile Tolerance command into the RMC menu, for editing
Profile Tolerance value

• Existing tolerance value input control, from General Profile Note (GPN), has been
exchanged with a new secondary dialog accessed from the General Profile note Text
editor.

• A default value is “.01”, but after changing value within Profile Tolerance dialog, and
closing dialog by OK button, default value will be changed to entered value.
• A new dialog allows only numeric input, units are not supported.
 • After entering non supported characters/symbols, whole text is red, Ok button is
disabled.

• A new dialog contains also DRF - Dropdown-control, with default value test to "none"

• A new look of the associative GPN

• If DRF associated with a GPN, is removed/deleted, GPN is updated.

9.7.2. Adding DRF to General Note

• Data set can contain only one General Note/General Profile Note with profile
tolerance
• If data set already contains Profile Tolerance, then button for adding Profile
Tolerance is disabled
• If this condition is met, then we can add Profile Tolerance to newly created or to
existing General Note, by Insert General Surface Profile Tolerance button

• After selecting Profile tolerance within Format Text dialog, we can use this button for
edit
9.7.3. Added highlighting for associated faces annotated by Hole Note 3DA for
patterned holes
• We have added support for highlighting associated geometry after selecting Hole
Note annotation also for patterned holes

• Cross-highlight is also supported for multi-solid body

• This associated geometry is highlighted also in exported files to JT/QIF, after
selecting exported Hole Note annotation
• QIF

• JT
9.8. General Surface Texture Symbol token
9.8.1. Modified a descriptive name for General Surface Texture Symbol token
• We have modified a descriptive name for General Surface Texture Symbol token, to
make it consistent with a token for General Profile Tolerance
9.9. Continuous Feature symbol within Dimension 3DA
9.9.1. Added a support for Continuous Feature symbol for Dimension 3DA
• We have added a support for Continuous Feature symbol Á for Dimension 3DA
• Available within Edit Dimension dialog
 • Available also within Format Text dialog

9.10. Disabled an option for exporting of annotations, for assemblies, to JT and

STEP_242
• We have disabled an option Product Manufacturing Information (PMI) for exporting
of annotations to JT (only from the assembly environment).

• It has been also disabled for export to STEP, by disabling an option Managed Model
Based 3D Engineering for exporting of annotations to STEP 242 (only from the
assembly environment).
9.11. Multi-selection for 3D Leader Text
9.11.1.Associate multiple geometries with one 3D Leader Text
• We have added a support for adding a multi-selection for a Leader Text 3DA by
Add/Remove Associated Geometry command from the Right Mouse Context menu
(RMC)
o Forward Create mode

o Edit Mode
 • Only the same geometry type is supported as for the leader text anchor point
• The original geometry, where is attached an anchor point, cannot be removed

9.11.2.Window selection
• Window selection is supported only for faces or edges
• By Window Selection can be added or removed addition associative geometry

9.11.3.Known issues
▪ Window selection is not supported for vertices

9.12. Extended support for showing iProperties within 3DA

9.12.1.Enabled the iProperties text input for 3DA
• We have extended a support for adding iProperties to 3DA for Standard Properties
and for Physical Properties – Model types as it is already supported for Leader Text
3DA
• We have extended this support for:
o Linear/Angle Dimension 3DA
o Diamater/Radius Dimension 3DA
o Hole Note/Thread Note 3DA
• For annotations, which support more than one selection, we show multiple sources
• For Standard Properties within a dropdown menu for source, mayb be displayed
also an assembly and sub assemblies

• Annotations should be updated, after updating iProperties

• Retrieved 3DA with iProperties, should be updated, after updating iProperties in the
model
 9.12.2.Enabled the iProperties text input for Drawing dimensions
• We have extended a support also for Drawing Dimensions as it is already supported
for Leader Text annotation

• Newly supported types:

o Standard iProperties
o Drawing Properties
▪ Number of Sheets
o Sheet Properties
▪ Initial View Scale
▪ Sheet Number
▪ Sheet Revision
▪ Sheet Size
o Physical Properties – Model
▪ Area
▪ Density
▪ Mass
▪ Volume

10. Model States

10.1. Keep existing link suppressed when opening legacy substitute parts.
This is a requirement from direct customer feedback. In Inventor 2022, the link of substitute parts is
enabled by default, whereas the link was suppressed in previous releases. When opening legacy
substitute part in Inventor 2022, the substitute will be updated automatically. For large assembly
cases, the update could be time-consuming.

• In Inventor 2023, the link will still be suppressed when open legacy substitutes, and you will need
to un-suppress the link to realize the updates.

• If creating a new substitute in Inventor 2023, the link will be enabled which is the same behavior
as Inventor 2022.
10.2. Prompt message when open/edit model state files in factory scope.
When working on model state files in factory scope, the editing will wipe out the configured values in
all members. Based on customer feedback, to avoid the unintended operation to wipe out the
configured values, it is better to prompt the message when working on factory scope.

• The message will pop up when creating the first model state:

• The message will pop up when turning on factory scope in either browser or Ribbon UI:
• When the file is saved and the open the factory scope, the message will pop up:

• When opening multiple files at the same time, any file opened in factory scope will be listed in
the prompted message:
10.3. The override of positional representation view work as higher priority when
the parameter is overridden in both model state and positional representation
view.
In model state and Pos Reps, users can override the parameters. When the parameter is both
overridden in model state and Pos Reps, the overrides could be in conflict between model state and
Pos Rep. In this case, the override in Pos Rep will work as higher priority.

Below is a sample case, and users can try other override settings.

1. Create an assembly,
2. Place two parts and add a mate between the two parts,
3. Create a model state and suppress the mate constraint,
Now, Mate 1 is computed in Master model state and suppressed in Model State1:

4. Create a new Pos Reps and un-suppress mate 1,

Now, Mate 1 is computed in Master Pos Reps and suppressed in Position1:
In this case, suppress status of Mate1 are both captured in the tables of model state and Pos Rep, and the
setting in Pos Reps will work as higher priority.
5. Switch model states during Master or Position1,
Result: The suppress status respect the setting in Pos Reps, and the setting in model state
does not take effect
6. Delete position1 and then switch model states (Delete the override in Pos Rep),
Result: The suppress status respect the setting in Model states

10.4. Rename ‘Master’ to ‘[Primary]’

This is a UI change in Inventor 2023 to rename the word of ‘Master’ to ‘[Primary]’. By this UI change,
‘Master’ should not display in Inventor 2023 UI and options, and the legacy cases should work well after
migrating in Inventor 2023.

1. Create a new part or assembly file.

The name of default Model States/Design View/Pos Rep is updated as [Primary]
2. Users can’t rename Model States/Design View/Pos Rep as ‘Master’
 3. ‘Master’ is update as ‘[Primary]’ in other UI and dialogs, such as
a. Options in Open dialog
b. Options in Derive dialog
c. Options in Drawing view dialog
4. ‘Master’ settings defined in legacy cases should work as the setting of ‘[Primary]’
In Inventor 2023, such as API and iLogic cases
5. ‘Master’ is update as ‘[Primary]’ automatically when open legacy files in Inventor 2023

10.5. Capture tolerance settings in Model States

This is a customer requirement to support capture tolerance settings in model states, and now it is
supported in Inventor 2023.
1. Create a part file in Inventor
2. Create a sketch and add a rectangle with 10cm x 10 cm
3. Finish sketch and create a model state
4. In Model State1, invoke parameter dialog and set all dimension as Upper in tolerance
5. Switch model states between Master and Model State1, and check the tolerance in
parameter dialog
a. Tolerance of dimensions are normal in Master

b. Tolerance of dimensions are Upper in Model State1

6. Right the Model states and select ‘Edit via Spreadsheet.’ The tolerance settings are captured
in Table
7. Change ‘Nominal’ to ‘Lower,’ then save and close excel
8. Switch to Master Model States and invoke Parameter dialog.
The tolerance is updated as what’s change in Excel

9. Switch to Master Model States and invoke Parameter dialog.

The tolerance is updated as what’s the change in Excel

10. Edit the sketch, then edit the dimension and select ‘Tolerance…’
 11. Edit the sketch, then edit the dimension and select ‘Tolerance…’. Change the settings below
and they will be captured in Model States
• Evaluated Size
• Precision
• Type

10.6. New options in BOM

This is a requirement from customer feedback to hide the BOM item whose QTY is 0, and update BOM
items number sequentially after hiding the BOM item.

1) Open or create an assembly with some components.

2) Invoke BOM and click BOM setting button. There are two new options in this dialog.
a. Hide suppressed components in BOM
b. Automatically number items sequentially

The options are checked off by default for legacy dataset, and checked on by default for new
created files in Inventor 2023

3) Suppress some components and Invoke BOM. Then Item 15 and 16 are 0 in QTY
4) Invoke BOM setting and check on ‘Hide suppressed components in BOM’
Item 15 and 16 won’t be displayed in BOM, and part list will be updated in drawing
accordingly
5) Invoke BOM setting and check on ‘Automatically number items sequentially’
Items number will be updated sequentially, and part list will be updated in drawing
accordingly
6) Locked an item number and customize another item

7) Suppress a component and then invoke BOM

 The item number of locked and customized items won’t be renumber

10.7. Support editing model state cases in design assistant

This is a requirement from customer feedback that they can’t edit or copy Inventor
component and assembly in design assistant, which includes model state. Now the workflows
of Design Assistant have been supported in Inventor 2023.
Workflows:
1. Open any model state case in Design Assistant
2. Right hit the top assembly note and edit the part number

3. Right hit the action of top assembly and select Copy

4. Rename and save the copy file
5. Reopen the new file in Inventor and verify that:
a. The assembly of model state has been copied and the same as original
b. Part number of the assembly has been updated in iProperties

6. Open original assembly again

7. Execute rename and copy actions for the part component
 8. Save the file in Design Assistant
9. Open the updated file in Inventor and verify that the component name and part number
have been updated as expected.

10.8. Display Model State Name within View Label in Drawings

Provide the ability to insert the model state name in view label and make it associative with model
state used in drawing view.

• Insert the model state name in Format Text dialog from pencil button when creating drawing
view
• Insert the model state name in Format Text dialog from pencil button when defining view
label display in drawing style.
10.9. Model states supporting drawing Overlay view
Provide the ability to create overlay view with model state selected for both part & assembly
document.
10.10. Text & Boolean User Parameters supported by Model States
Provide the ability to capture the text & Boolean user parameters in model state, and it also supports
in iPart/iAssembly.
11. Standard
11.1. Rename "abc" to "Closed Tail" within Weld Symbol
Rename "abc" to "Closed note tail" within Weld Symbol in 2D and 3D environments and applies to All
weld symbols & all standards.
11.2. Edge Weld symbol
11.2.1.Edge Weld symbol has been updated to ISO 2553-2019
Edge Weld symbol is checked on by default

• We have added a new Edge Weld symbol per ISO 2553-2019

• New updated version is checked on as default for ISO, DIN, ANSI, BSI, GB, JIS

• Old version of style is still available, but is checked off

• New symbol is supported for Drawing and Weldment environment
 • Definitions for a new Weld symbol

11.3. Stake Weld symbol

11.3.1.New Stake Weld symbol per EN ISO 2553:2017

• We have added a support for a New Stake Weld symbol per EN ISO 2553:2017
• New symbol is supported for Drawing and Weldment Environment
• New Weld symbol is checked on as default for ISO, BSI, DIN, GOST (only in
weldment)
 • Definitions for a new Weld symbol

11.4. Simplified Butt Weld symbol

11.4.1.Simplified Butt Weld symbol standard ISO 2553-2019
• We have added a support for a New Simplified Butt Weld symbol
• New symbol is supported for Drawing and Weldment Environment
• New Weld symbol is checked on as default for ISO, BSI, DIN, GOST (only in weldment)
 • Definitions for a new Weld symbol

11.5. Provide ability to append prefix & suffix to per ISO 5458 & 5459
Append a prefix & suffix which called "In-line Notes".
11.6. Update tooltips for Spot or Projection Weld and Spot Weld on Reference
Line
For the symbols below, update the tooltip of input field from the "Size or Strength" to the
"Diameter". Affects 2D drawing and 3D weldment.

o Spot or Projection Weld (ISO/BSI/DIN/GB)

o Spot and Projection Weld (JIS)
o Spot Weld on Reference Line (ISO/BSI/DIN/GB)
11.7. Update tooltips for Seam Weld and Seam Weld on Reference Line
For the symbols below, update the tooltip of input field from the "Size" to the "Width". Affects 2D
drawing and 3D weldment.

o Seam Weld (ISO/BSI/DIN/GB)

o Seam Weld (JIS)
o Seam Weld on Reference Line (ISO/BSI/DIN/GB)

11.8. Option to add In-line notes and Auxiliary indicator to Feature Control
Frames
In Feature Control Frame Styles two new options are provided to enable In-line notes and
Auxiliary indicator. If these options are checked, they can be added in Feature Control Frames.
11.9. Option to add All over profile in Feature Control Frame
Feature Control frame have new options to add Profile – All over. Additionally, profile controls
are drop-down list now. By Default, None is selected.
11.10. Update Welding Symbol dialog to have Spacer and Identification line always
available in 2D & 3D.

Previously in some cases, Spacer and Identification line were not available in dialog when
standard do not support it. Now, both options are always visible in dialog and will be grayed out if
standard do not support it. Spacer also have new icon

11.11. Provide options to change direction of Flag in welding symbol

Weld symbol style have option to control Field flag direction. For all standards except JIS, default
value will be Automatic. For JIS Standard it will be set to Fixed Right.
12. Task Scheduler (Only testable in Run in browser or local install)
12.1. Provide option within Task Scheduler Settings->Options to append/remove
file extension within resultant file on import/export operations.
 12.2. Add .usdz, .gltf and .glb file types in Task Scheduler export task list.

13. Tube & Pipe

13.1. Remember several last used settings in Route Property Panel
• Remember values of [Auto Route, Convert Auto Route to Sketch, Auto Dimensions, & all 9 Auto
Constraints]
• These values should re-populate with last used across sessions, across routes per user
• Editing an existing route should still populate with the values for that route
• Anytime you USE the settings (i.e., add a segment to a route) the new values become the last
used (even during an edit)
14. Inventor Fusion Interop

14.1. Inventor to Fusion Workflow

We hope this next phase of Inventor Fusion Interop (IFI) will help you, as an Inventor user, to get
benefits from workflows in Fusion. These workflows include generative design, manufacturing
processes, and simulations. We want you to get more value from your Inventor designs.
We are improving the interface between the Inventor and Fusion, making it easier for you to utilize
existing Fusion extension workflows with your Inventor datasets. IFI is not intended to force you
convert from using Inventor or Vault, nor to migrate your Inventor designs for designing in Fusion,
nor to change anything else about your current workflows.
In Beta2, we are hoping to get feedback from you about the big picture and the overall workflow.
What's New in Inventor to Fusion Workflow

• Now supports both parts and assemblies.

• For assemblies, the bodies from all selected parts are derived into a single part, and then
uploaded and associatively linked by Fusion.
• Sends an Inventor design to Fusion 360 and, in addition, begins a specific Fusion workflow in its
workspace, e.g., Generative Design
• Associative update: Make it easy to update the "sent" Fusion model with changes from Inventor
• Easy access to the Fusion model from Inventor (view in web browser, edit in Fusion)
• What it's not trying to do:
• Migrate your Inventor data (files) to Fusion. Your Inventor model remains as the "source
of truth". In this context, Fusion is simply providing additional downstream value.
 Please try the steps described under “Testing the Inventor to Fusion Workflow” (Section 4) below
and post your comments in the “Cloud-Connected Inventor” forum in the Autodesk Feedback
(aka Beta) Community.

Basic UI
o Fusion 360 Ribbon
There is a new “Fusion 360” ribbon which contains “Send to Fusion” commands that initiate
different Fusion workflows.

• NOTE: In this version, there are simplistic icons for each workflow-command. In the
future there will be unique icons for each.
• The ribbon is enabled in Part and Assembly environment.
o Not enabled for Drawing and Presentation environments
o In Assembly document, Ribbon commands are disabled when a Substitute
model state is active.

Appearance:

o Fusion 360 Interoperability Panel

• This panel is seen when you execute any of the “Send to Fusion” commands.
• It is a three-page “wizard”. In the future, the first page will show some introductory
information about the selected workflow. The second page is the “real” interface. The
third page shows the success message.
• Create new folder under chosen project is allowed in this panel.

• Upload New File button –this button performs the upload as a brand-new file.
 o Other details
• Both Dark and Light theme are supported.

Browser Nodes
• Each Send-To-Fusion action creates a Fusion Export browser node.

• Browser Node stores Inventor-Fusion connection information and can be used to “Open in Fusion
360”, “Upload New Version”, “Edit” and “View details on web”.

• A Fusion Export Browser Node can be deleted, which only deletes the node and does not delete
the files on Fusion Team, which may/must be deleted independently. The Browser Folder
containing the nodes cannot be manually deleted; it is created and deleted automatically.

About the Inventor to Fusion Workflow

• Basic Functions
Fundamentally, all the Send to Fusion commands do the same thing:

1. A derived part (IPT file) is created from the active document. For assemblies, you can
select a subset of parts to use. You choose the name of this file.
 a. Note: If you use multiple Send to Fusion commands from the same file, be
sure to choose a different (non-default) name for each one.
2. The derived part file is moved to the selected Team/Project/Folder in Fusion Teams.
The file is not saved locally.
3. Fusion is directed to create and open a Fusion model (F3D file) derived from the
derived IPT. This model is also saved on Fusion Team … so you will see both files,
with the same name. The Fusion model does not show any “extension”. The IPT is
clearly named with the IPT extension: “myModel.IPT”.
a. Note: At this point, the Fusion file is saved, but the study is not created yet.
4. Fusion is directed to start the specified workflow, which creates the “study”. Now
you are ready to use the selected workflow (which may be complicated!).
a. Note: The Fusion file has NOT been saved at this point. If you don’t save it,
you lose the setup of the “study”, and you’re left with a generic Fusion
model.
5. Meanwhile, back in Inventor, a “Fusion Exports” node is created in the browser. This
keeps track of the relationship between the Inventor document and the generated
file on Fusion Team.
6. You can use this browser node to push updates from Inventor to Fusion, edit
components selection, open in fusion and Open in web browser.

• Notes and Advice

In addition to the points below, some specific known issues are listed in the very last section
of this document.

1. You will need to sign in with your own Autodesk ID in order to use Fusion 360, under
your own entitlement/subscription.
2. If you are a member of multiple teams on Fusion Team, be sure that you save the IPT
under Fusion’s “active” Team. If you save to one team, and Fusion opens in another
team, you won’t be able to save the Fusion file and so will lose the “study”. This will
be fixed in the future.
3. It takes quite a few seconds from clicking the “Upload” button, through starting
Fusion and creating the “study”. Allow at least 90 seconds for a simple single part.
4. Fusion cannot handle large assemblies as well as Inventor. Use the selection
mechanism to only send the parts that are necessary. Best to keep this under 100
parts; and you will be required to keep it under 500 parts. The selection UI and
corresponding messages are a little quirky at this time; (we have a better UI already
prototyped).
5. You cannot send an assembly to Fusion under any of the following conditions:
a. Contains unresolved files.
b. Read only access on assembly file or folder
c. Assembly referenced files are missing from disk
6. In Fusion, you can use the Open command and select an IPT file stored in Fusion
Team. This will create a new Fusion model that is derived from the IPT. You can do
this multiple times and get multiple Fusion models derived from the same IPT. That’s
great … if it’s what you intended. However, if you meant to open the Fusion file
 created by the Send-to-Fusion command, but instead you accidentally open the
derived IPT file (because they have the same name), then you’ll get a new (unnamed)
Fusion file derived from that same IPT.
7. You cannot delete the derived IPT (on Fusion Team) until you have deleted all files
that reference it. So you have to delete the Fusion file first, and then the IPT.

Testing the Inventor to Fusion Workflow

• Send Part to Fusion workflow
1. Start Inventor IFI Alpha (icon on desktop). Note this is a special build of Inventor 2022.
2. Open TestPart.ipt from the Documents\Inventor\IFI Sample Datasets\Model folder.
3. Invoke Structural Component command in Fusion tab->Generative Design panel.
4. If necessary, click “Continue” button at bottom of “Fusion 360 Interoperability” panel.
5. If necessary, sign in with your Autodesk ID.
6. If you belong to more than one Fusion Team, select the desired one. (Be sure that this is
the “active” one in Fusion 360 – start Fusion, show the data panel, and if necessary,
change the Team to match).
7. Choose project folder or sub folder, or even file. You will notice the FIleName is changed
with indexing if there is already a file of the same name existing.
8. Choose whether or not you want fusion 360 to be launched just after upload completes.

9. Upload new File. Save dialog shows up because upload process will create browser node
in this document. Click on OK to save
a. If “Launch Fusion 360…” option is checked in above step, fusion 360 will be
opened automatically just after upload.
 b. Otherwise, you will see the success message after sent finishes.

10. Click on “Open in Fusion 360”: If Fusion 360 is not already running, it launches Fusion 360
(takes about 90 seconds); otherwise, it opens the file in existing Fusion 360 session.
11. If you have enabled the Generative/Fluids Tech Preview, then you are prompted about
which type of study to create. Select “Structural”. Otherwise, a structural study is
automatically created.
12. Best practice: Save the Fusion file now. It will go from “v1” to “v2”.
13. Check in Fusion 360 in the data panel (use “grid” icon if necessary): ModelStatePart.f3d is
generated along with navigating to Generative design workspace. You can now fill in the
necessary data for a Generative Design study. But the details of that is outside the scope
of this little test.
14. Save the Fusion file (pretending that you entered the data for the study).
15. Navigate to inventor, Fusion export browser node is generated after send to fusion. RMC
on the browser node and update, open in fusion or view from website are provided in
context menu commands.

End of typical “part” workflow.

• Send Assembly to Fusion workflow

Workflow: Send to Fusion, selecting a subset of components

The “front end loader” model shown here is also used in a pair of tutorials that lead you
through the process of creating a generative study for a particular part in this model. Using
this workflow, as enumerated here, would require changes to the steps in the tutorials.

1. In Inventor (IFI Alpha), open, Front End Loader.iam from Documents\Inventor\IFI Sample
Datasets\FrontEndLoader\0 .
2. On the Fusion 360 ribbon-tab, invoke Mechanical from Generative panel.
3. If necessary, click “Continue” button at bottom of “Fusion 360 Interoperability” panel.
4. If necessary, sign in with your Autodesk ID.
You will see a warning message because the assembly has more than the maximum allowable
number of components.

5. Select components from the graphics window (part by part). If you click on the parts
shown below, then a total of 12 components are selected. The exact set only matters if
you are going to do a Generative study. Although not shown here, you can also select
components from the model browser.
6. Choose Fusion Team, project, click Refresh to make sure files in projects are up to date,
then enter a filename (Note: make sure it’s a new file, not a pre-existing file).
7. Click “Upload New File” to send to Fusion. (Note: It should not say “Upload New
Version”)
8. When prompted, save the IAM file.
9. If you have enabled the Generative/Fluids Tech Preview, then you are prompted as to
which kind of study to create.
10. Check that Fusion file is created and saved with respect to the selections.
 11. Save the Fusion file.
12. Navigate to inventor, Fusion export browser node is generated after send to fusion. RMC
on the browser node and check the context menu commands: “Upload new version”,
“Open in Fusion 360”, “Edit” and “View details in Web Browser”

End of typical “assembly” workflow.

At this point you would continue to use Fusion to enter data for the study. For Generative
studies, you pick bodies in Fusion to be the “Preserve” geometry and/or “Obstacle”
geometry, and the Starting Shape, as well as entering non-geometric information such as
loads and manufacturing processes.

You can also use this imported geometry to create new geometry in Fusion and use the new
geometry as inputs to the Generative study.

This example (the 12 parts shown above) would leave you in a good state to attempt a
modified version of the workflow shown in the Inventor & Fusion Generative Design tutorials.
The key difference is that the geometric modeling would be done in Fusion. It is also possible
to modify the steps shown here, and stay closer to the steps in the tutorials, keeping the
geometric modeling in Inventor.

Additional Resources:
 • Inventor tutorial can be found, in Inventor, by going to the “Tutorial Gallery” command on
the “Get Started” ribbon, and then searching for “generative”.
• Fusion tutorial is here: https://help.autodesk.com/view/fusion360/ENU/?guid=INV-
FUSION_TUT

Known Issues:
• Feature Flag need be enabled to try OpenInFusion from Inventor 2023.
• Text on Fusion 360 Interoperability panel doesn’t show nicely on local Inventor. Please use
English Inventor.
• Ribbon:
o Shortcut key for Fusion 360 tab is not supported.
o IFI commands are disabled in base component of substitute model state
o Fusion 360 commands disabled for iAssembly
• Fusion 360 Interoperability panel:
o Fusion Projects tree view load is slow if there are multiple fusion teams and big
projects.
• Function:
o Disabled and excluded components still show in send to fusion preview
• In Fusion:
o Feature Flag enable only enabled “Open” inventor 2023 model in fusion, while
“Insert Into Current Design” and “Create Fusion Design” are not enabled to open
inventor 2023 models.

14.2. Fusion PCB Model Imported into Inventor

This is only testable from Run in browser or in a local install. Pre-requirement, please install
Autodesk Desktop Connector

Import Fusion PCB model into Inventor, the canvas objects will be shown correctly in Inventor
viewport. Then export the Inventor file to dwf file or use Shared View, the canvas can be shown
correctly on Autodesk Design Review or Shared View.
15. General
15.1. Will not flag content center or defined library files as red when they reside
outside of the project workspace
• Ignore content center or library files that reside within a library search path (per the project)
• Continue to flag the file as red if it is not located under the workspace or within a designated
library location

15.2. Add .usdz, .gltf and .glb file types in Save Copy As list.
 15.3. Provide ability to manage the order of the values in of the multi values
parameters
Open Parameter dialog, select Edit Multi-Value List. Value List Editor dialog open, then change the
order of these value items via Up or Down button. Custom order checkbox would be checked as well.
If uncheck Custom order, these values would be sorted by Alpha-numeric.

16. My Home Overview

In Inventor 2023, we plan to replace the existing Get Started ribbon with the new Inventor Home
experience. It aims to streamline how you start and resume work in Inventor. Both dark and light
themes are supported.

16.1. Project Switch and Settings

Use the switcher at the top left of the Home to view the active project details. Click to open the project
list dropdown to view and activate projects.

Mouse hover the project item text will show two-lines tooltip, the second line indicates the project
type, it can be Inventor project and Inventor project in Vault.
Click Projects and Settings button and click Settings… button will invoke the Projects dialog where you
can change project settings.

Note: The Projects dialog can also be launched from QAT Projects command.

16.2. Open Files

When active project is a single user project type, Open… Invokes the Open dialog to open native
Inventor files.

When active project is a Vault project type, Open from Vault… is shown by default. It invokes the Select
File from Vault dialog Vault Log-in requested).

Click dropdown button will show Open… button.

16.3. Create Files

New… Invokes the Create New File dialog. You can also press the Shift + Ctrl keys and click New… to
create a file without using a template.

Click the dropdown to choose the file type to create with the default template.
Browse templates… The same as New… Invokes the Create New File dialog. Browse to select the
template to create the new file.

Note: To change the Default Template settings, go to the Tools tab, Options panel and select
Application Options - File tab, and click Configure Default Template.
To change Default Drawing File Type, go to the Drawing tab of the Application Options dialog.
16.4. Recent Files
Use this panel to manage your recently opened and modified documents in the active project.

16.4.1. View Style

There are two styles to view recent files: List or Grid view. Click button can switch view directly.

16.4.2.Columns
There are four general columns: Name, Location, Date Modified, Pined for recent files;
Status column is specified for Vault project when it’s active.
16.4.3. Pin
Pin a file to keep it on top and make it easy to access.

16.4.4. Sort
Default sorting recent files via Date Modified ascending order.

List View: Sort recent files by clicking the Name, Location, Date Modified or Status column title
bar. Click again to reverse the order.

Grid View: Select Sort by from dropdown list and click Up or Down button to adjust the sort
order.

Note: The default number of recent files to display is 50, and the maximum is 199. To change this
display setting, go to the Tools tab, Options panel and select Application Options - General tab -
Home.

16.4.5. Recent Context Menu

Right-click a file row in Recent or click the More button at the end of a file row to invoke the
menu:

Open: Open the file.

Express Open: Open assembly with Express mode. Only available for assembly which support
Express open.

Open with options: Invoke File Open Options dialog. You can select additional open options then
click OK to open file. It’s available for part, assembly and drawing files.

Remove from list: Remove a file from the Recent list (does not remove the file on disk).
16.5. Tutorials
Click Help on Home to invoke Welcome to Inventor help page.

Click Tutorials on Home to open the Tutorials gallery with learning content.

16.6. Hide Model browser when switching to Home

Empty Model browser will be hidden when switching from an Inventor file to Home. When switching
back to Inventor file, previous browser(s) should be shown as before.

Other empty browsers: Publisher snapshot views, Storyboard panel and iLogic browsers are not
supported yet.

16.7. Show Team Web separately

In previous release, Team Web depends on Home page.
 In Inventor 2023, Home and Team Web are two separate tabs, and Home will always display as the
first tab.

17. Data Exchange Overview – Revit to Inventor

A data package that can be shared is called an exchange. With data exchanges you can:

1. View and further filter data that customers need to work with, regardless of their role or tool
2. Consume and make changes to the data in a tool of customer choice - Autodesk or third-party
software
3. Get notified of key changes to the data
4. Understand the origin and different versions of the data
5. Visually understand changes to the data

17.1 Create an Exchange

Exchanges can be created in the authoring application, such as Autodesk Docs website.

After upload 2023 Revit file into Autodesk Docs, single click the Revit file, under the 3D model list,
select to Create Exchange for single one.
17.2 Import/ Download Data Exchange in Inventor
1. On the Collaborate tab, in the Load panel, click Data Exchange. Alternatively, in the File menu,
click Open > Load Data Exchange.
2. In the Data Exchange window, click the Project dropdown and select the project. The list of
available exchanges for that project displays.
3. Select the data exchange you want to retrieve. The search box can be used to filter the data
exchange by name.

4. Click Preview or double-click the item can preview the exchange content before loading it.
5. Click Load to open the exchange in a new Inventor assembly document. A progress bar displays.
When loaded the Assembly browser updates to show the exchange data as a subassembly in a
new Inventor assembly. A cloud icon helps to easily identify exchange data in the model browser.
17.3 Update an Exchange in Inventor
When you open an assembly that contains exchange data, a check is performed to see if an exchange
update is available. The check occurs once, when opening the assembly. If an update is available, the
state icon (cloud) next to the browser node updates displaying a lightning bolt with the cloud. Right-
click the exchange node in the browser and click Update. Only the changes are used to update the
exchange.

You can use Check for Updates at any time to query for changes. If changes have occurred, the
browser node displays a state icon with a lightning bolt. Then, you use Update to consume those
changes in your design. Alternatively, you can wait until you next open the assembly for the changes
to be incorporated in the design.

You can defer updates by using the Suppress Link option in the top-level reference node context
menu. Automatic checking for updates is turned off and Check for Updates (context menu) is
disabled. Unselect Suppress Link to restore automatic updates and Check for Updates.