Inventor Tips and Tricks

Inventor Assembly Constraints, Colors and Animation (Lesson 7)

To constrain parts in an Inventor assembly, place them with Place, then click Constrain on the Assemble tab, pick a type (Mate, Angle, Tangent, Insert), click a face or edge on each part and click OK. Add constraints until each part sits where it should. In this lesson we’ll do that with five parts, then edit, color and animate them.

Lesson 7 of my Autodesk Inventor series. In lesson 6 we made five parts, A through E. Now we put them together. You’ll bring the parts into an assembly, lock them to each other with constraints, change part sizes without leaving the assembly, give them colors, and finally make the assembly move and record a video of it.

Lesson 7: assembly view procedures in Autodesk Inventor

Start a new Standard assembly and click Create.

New standard assembly in the New File dialog

How do I bring parts into an assembly?

  1. Go to Assemble tab > Component panel > Place.
Place tool on the Assemble tab
  1. In the Place Component dialog, find Part C from lesson 6 and click Open.
Locating Part C in the project folder
  1. Click anywhere to place it, then right-click and choose OK.
Right-click and OK to finish placing the part
  1. Place parts A, B, D and E the same way.
Parts A, B, D and E placed in the assembly
  1. Right-click Part C and choose Grounded. Inventor locks it in place, and the other parts will be positioned relative to it.
Grounded option in the right-click menu

How do I add assembly constraints in Inventor?

Part A into Part C

  1. Start Constrain: Assemble tab > Relationships panel > Constrain.
Constrain tool on the ribbon
  1. Click the centerline of Part A.
Selecting the centerline of Part A
  1. Click the centerline of Part C.
Selecting the centerline of Part C

The two centerlines line up:

Centerlines of Part A and Part C aligned

If the part is facing the wrong way:

Part inserted in the wrong direction

…flip it with the reverse direction option and click OK.

Reversing the direction of the part

Now you can drag the inner part in and out along the centerline. Your screen should look like this:

Part A sliding inside Part C

Part B into Part A

Do the same to put Part B into Part A:

Constraining Part B into Part A
Part B inserted and aligned

The model should look like this now:

Assembly with parts A, B, C and E

Hold Part E 0.25″ from Part A

Part E needs to sit 0.25″ from the inside face of Part A.

Part E to be held 0.25 inch from the inside face of Part A
  1. Start Constrain, select the first face and enter 0.25 as the offset.
Selecting a face and entering the 0.25 offset
  1. Select the second face, choose the Mate solution, and click OK.
Selecting the second face with the Mate solution

Part E is now exactly 0.25″ from the face of Part A.

Center the pin (Part B) in Part A

  1. Press F6 for the home view, and set the visual style to Shaded with Edges on the View tab.
Home view in Shaded with Edges style
  1. Drag the pin so you can see its end sticking out of Part A.
Pin moved so its end is visible outside Part A
  1. Start Constrain. Click the first face, then the second, set the offset to -0.7825 with the Flush solution, and click OK.
Flush constraint between the pin end and Part A

Part D

  1. Start Constrain, align the two centerlines, and click OK.
Aligning the centerlines
  1. Start Constrain again and click the first face…
Selecting the first face
  1. …then the second face. Make sure Flush is selected, and click OK.
Selecting the second face with the Flush solution

The assembly so far:

Assembly with all five parts
  1. Align the centerline of Part D with the centerline of the hole in Part C: start Constrain and select both centerlines.
Selecting the centerlines of Part C and Part D

The holes are now aligned:

Holes aligned

How do I edit a part inside the assembly?

Make Part E longer

  1. Double-click Part E. Everything else turns gray, so you know which part you’re editing.
Other parts grayed out while editing Part E

The browser shows the same thing:

Browser with only Part E active
  1. Click the “+” next to Extrusion1.
Extrusion1 expanded to show Sketch1
  1. Right-click Sketch1 and choose Edit Sketch. Double-click the 2.250 dimension and change it to 4.75.
Changing the dimension from 2.250 to 4.75
  1. Click OK. The part gets longer.
Part E length changed
  1. Click Update, then Return.
Update and Return buttons on the ribbon

Inventor updates the assembly:

Assembly updated with the longer Part E

Change the length of Part D

  1. Double-click Part D.
Part D selected for editing
  1. Right-click Extrusion3 and choose Edit Feature.
Edit Feature on Extrusion3
  1. Enter 2 and click OK.
Entering 2 inches in the Extrude dialog

The length updates:

Part D with the updated length
  1. Click Update, then Return.
Updated assembly

How do I change part colors?

  1. Click Part C, and from the appearance drop-down on the ribbon choose Polycarbonate, Clear.
Polycarbonate Clear appearance on Part C
  1. Give Part A Stainless Brushed.
Choosing an appearance for Part A
Stainless Brushed appearance applied to Part A
  1. Give parts D and E Clear Yellow.
Clear Yellow applied to parts D and E

How do I animate an assembly?

  1. On the Assemble tab, click Constrain in the Relationships panel.
Place Constraint dialog
  1. Choose the Angle constraint with the Directed Angle option.
  2. Click face 1, then face 2.
Selecting two faces for the angle constraint

Inventor rotates Part D so it’s at 0° to the side of Part C:

Part D rotated parallel to Part C
  1. In the browser, expand Part D, right-click Angle1 and choose Drive.
Drive option on the angle constraint
  1. The Drive dialog opens. Use Play and Stop to run the animation.
Drive constraint dialog box

Which constraint should I use?

Constraint Use it for
Mate Face to face, or lining up axes
Flush Faces side by side, pointing the same way
Insert A pin or bolt into a hole in one step
Angle Holding an angle between two faces
Tangent A round face touching a flat or round face

Why won’t my parts constrain?

  • The part is grounded. The first part placed is grounded and won’t move. That’s usually what you want.
  • Conflicting constraints. Inventor warns you. Delete the last constraint and try a different one.
  • Wrong face picked. Use the selection filter or zoom in before you pick.

Record a video

  1. In the Drive dialog, click Record, and choose where to save the WMV file.
Record button in the Drive dialog
  1. The WMV Export Properties dialog opens. Click OK.
WMV Export Properties dialog
  1. Click Play. Inventor runs the animation and records it at the same time. After about 30 seconds, stop it in the Drive dialog. You’ll find the dialog in the lower left corner of the screen.
Drive dialog in the lower left corner of the screen

The video is saved to your drive:

Recorded video file saved to the drive

It plays in regular Windows Media Player. Don’t forget to save the assembly.

Next up: Lesson 8: The presentation panel.

All the Inventor lessons

  1. Getting started
  2. More basic stuff
  3. Creating a detail drawing
  4. Advanced detail drawing procedures
  5. Editing existing solid models
  6. Making parts for the assembly
  7. Assembly view procedures
  8. The presentation panel
  9. Advanced tools
  10. Introduction to creating threads
  11. Advanced work plane procedures