16 SolidWorks Tips to Make the ‘S’ Key Work For You

by Josh on December 30, 2008 · Comments

solidworks-s-key-shortcutThe ‘S’ key. A single key on that clicky ol’ keyboard that can give you the POWER to HARNESS… tiny little icons… on a customizable pop-up toolbar. Power? Yes, faster access to commands and less time between them.

Everyone knows it’s easier to get away from going through the menus by setting up keyboard shortcuts. We’ll assume you’ll use some, but what we’re going to focus on is keeping your cursor on the work area and keyboard shortcuts to a minimum.

It’s all done through the ‘Shortcut Bar’. It may hurt the habits a bit, but it’s oh so much nicer when you use these tips.


The SolidWorks Shortcut Bar
The ‘ShortCut Bar’ (SB) showed up in SolidWorks 2008. It’s not new, but many users continue to use menus and keyboard shortcuts they’ve had ingrained by ancient company CAD standards. I’m was the same – every keyboard button used and perfectly sorted toolbars. “Sieg Heil!”

The SB is actually accessed via a keyboard shortcut (unless you set it up via a programmable mouse.) This is the ‘S’ key by default, but can be changed to another key in Tools, Customize, on the Keyboard Tab under ‘Other’.

An example of the 'S'-key Shorcut Bar for Parts

An example of the 'S'-key Shorcut Bar for Parts

It’s not perfect, but it does prevent much of the tedious menu-picking and keyboard punching. To get the most out of it though, it takes some fine-tuning, so first…

Two things you need to know

  • Customize the SB by right clicking on it and selecting customize.
  • Resize the SB by dragging the edges while customizing it.

16 tips to get you there
It’s simple to get started. After that you can take the same approach to sketches, parts, assemblies and drawings since they will display commands in context of each. Here we go.

  1. Hide all your toolbars – This will force you to customize the SB. It’s not so tough.
  2. Put common commands on top left – When you hit the ‘S’-key, the the upper-left corner appears under the mouse.
  3. Add View commands – Do this to get rid of the Heads-up-View (HUV) Toolbar at the top of each display (right-click, uncheck each checked box).
    The Heads-up-View (HUV) Tools

    The Heads-up-View (HUV) Tools

  4. Customize as you work – Don’t try to stuff all your usual commands in. Add them as you need them.
  5. Reduce keyboard shortcuts – Think about what you’re punching in on the keyboard. It may be faster to add a command to the SB instead of hitting ‘Ctrl-Home’ to do something.
  6. Hide the FeatureManager – Time for real pain. You won’t be able to do this all the time, but along with providing more workspace, it’s good insight into how you work. Try adding commands to the SB before going to the FeatureManager (FM).

    How to hide the SolidWorks FeatureManager

    How to hide the SolidWorks FeatureManager

  7. Delete relations on screen – A small relation icon appears on the screen when sketch entities are picked. Select and delete on screen instead of going to the FM to delete.
  8. Re-relate relations on screen – You can drag and drop sketch entities to re-relate them instead of going to the FM to delete and back to add a new relation.
  9. Use the Context Menus – A contextual auto-popup bar (not customizable) appears when you select certain items. Add new relations by using the pop-up toolbar after selecting entities. You can also use it to start sketches, open parts, add mates, change properties and more.

    Work with relations on-screen with context menus and relation icons

    Work with relations on-screen with context menus and relation icons

  10. Double-click to exit a sketch – A quicker way to exit a sketch without even using the SB. (sadly it does not work with 3D sketches. Try right-click, and pick exit sketch icon)
  11. Avoid right-click This is the hardest to overcome, because some commands are only available via right-clicking. Be aware of what commands you’re using and add them to the SB if possible.
  12. Right-click to confirm an action – Right after you perform many operations, an icon will appear next to the mouse allowing you to confirm (green-check) the action. Do this to avoid using the confirmation corner and FeatureManager.

    The right-click confirmation prompt and the right-click context menu option

    The right-click confirmation prompt and the right-click context menu option

  13. Rotate on the model – Instead of using the HUV or right-clicking to select view options, hover over the model and use the middle mouse button to rotate and Ctrl-middle mouse to pan.
  14. Edit sketch/feature on screen – Using the SB and context menus, move in and out of sketches and editing parts by left-clicking on geometry and using the Context menu, not the FM.
  15. Name Feature on Creation – I’d only use this for smaller models, but it is useful have a description when working on top of features instead of relying on picking in the FM to highlight them. Set this in Options, System Options, FeatureManager.
  16. Speed up mouse pointer – From your computers Start menu in the Control Panel you can change options for your mouse. It took less than a day to get use to speeding up the mouse pointer and having it snap-to default buttons.

Mouse performance options set via the Control Panel

Mouse performance options set via the Control Panel

Improvements?

  • Option for where the Shortcut Bar appears under mouse
  • Exit Sketch also exits 3D sketch
  • Double-click exits 3D sketch
  • Customizable auto-popup bar
  • Add more commands (what’s wrong, isolate, add to new folder, add sheet, etc.)
  • Improve ways to confirm actions (confirmation prompt doesn’t disappear so quick)
  • Improve ways to explore features on-screen
  • Any others??

The best advice
Think about where you’re moving around on the screen and how you can limit it. Our brains are programmed to work a certain way in SolidWorks. Look at how you are working. If you’re moving to the FeatureManager or menu a lot, explore how to avoid that. Most importantly, set the SB up for how you work. It’s nice to have the same settings company wide, but it hardly does anything for how efficient an individual is.

Have you used the ‘Shortcut Bar’? Has it changed yout habits or improved your workflow?

Must-see! Check out Ricky Jordan’s experiment to see his results that inspired this post! Part 1,Part 2, and Part 3.

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  • I would like to see an Auto-hide option for the feature manager, similar to the windows task bar.
  • Kyle,

    That is a great idea! You should submit this to the SolidWorks World Top Ten List if you haven't already.

    Ricky
  • Yep Kyle, mr. diverso is correct. Up on #6 in the image is tells about using F9 to do the FM auto-hide thang. rock ON.

    oh, you can go completely FULL-Screen by hitting F11.
  • Facebook User
    I've hidden all my menus and have been using heavily customised shortcut bars a lot recently and find its great, much faster and almost relaxing! Although, I did have to re-do a large customisation session after SolidWorks crashed! I've found it's well worth closing and restarting the software if you do any major menu mods.
  • diverso
    I recommend at least a 7 button mouse(Logitech Mx Series). I have all thouse buttons customized (Ctrl, Esc, Delete, Shift, and the ShortcutBar Function). That plus a SpaceNavigator has me working almost keyboardless.
  • Thanks for the link Josh :-)

    I still have the CommandManager and all the Toolbars turned off! I don't know why I didn't try it sooner.

    Ricky
  • no problem, thanks for the inspiration. It really takes an effort to go through with it, but I keep seeing the benefits daily.
  • I would say of all the 16 items listed, #4 is the most important tip of all. I still like HUV toolbar and have left it in place. Everything else has been turned off. Productivity has gone up. Would go up more it I could find a driver for the Dell 5 button mouse. The driver supplied with it wreaked havoc with my system when I installed it. With a good driver, I could reprogram one of the side buttons to the "S" key.
  • Great post Josh....

    The S-key Short Cut Toolbar is a big mouse mile saver for me. I am so used to hitting the S key, that I try to use it when I am working on legacy drawings in AutoCAD 2000.

    This is a great UI improvement that SolidWorks has implemented.

    Cheers,

    Anna
  • designer
    we have two or more part drawing , assem template.But SB are same in this template.we can't make its different
  • Hi. The SB for drawings will be the same whether it's a drawing for a part or an assembly. You can have a different SB setup for part, assembly or drawing documents (templates), but not for different drawings. I hope this makes sense! Let me know if I'm misunderstanding. Thanks!
  • designer
    for example there are two part template mold.prtdot and sheetmetal.prtdot.When I want to design in mold template , sb have to only mold commands.When I open the sheetmetal template , sb have to only sheetmetal commands.
    is this possible?
    thanks.
  • Nope, sorry, the SB is going to be specific to the part template (.sldprt, .prtdot) In this case I suggest using the flyout commands for sheet metal and mold. That way they take up less space. I use a flyout on the SB for sheet metal, because I use those features less than my other commands.
  • Thanks Anna. It's a great answer to the, in my opinion, poor usability of ribbon-style toolbars. To me it shows that SolidWorks development is really thinking about how/where the user works.
  • I recently started hiding my toolbars to force use of the 'S' command. Although simple, hiding the toolbars is a great method to train your brain. I have been thinking about getting a 3D mouse like a SpaceExplorer. How well do those products fit into the whole UI/navigation performance? Are they worth purchasing?
  • Hi. the 3d mouse is a bit more of an adjustment in improving interaction with the program, but it's worth it. The important thing is to stick with using it, like you did with the 'S' command. People that don't like them, from my experience, didn't stick with them long enough to really get the workflow down.
  • diverso
    Definitely worth it. Like Josh says, you have to stick to it and mess with the settings and configurations until you find what you like. If you do modeling all day long it would save atleast 1/2 an hour out of your day from zooming in and out and navigating thru parts and assemblies.
  • Matt
    Absolutely 100% worth it. Even the basic model without the extra buttons is a huge improvement in 3D navigation. It does take a little getting used to but within a week you will probably forget how you did things without it.
  • JJacob
    Great post; already seeing the benefits of using the SB after only a few weeks...

    Question: is there a way to import/export the SB settings?
  • Hi, you can save your SB settings by using the 'Copy Options Wizard' - located in the start menu, under SolidWorks, SolidWorks Tools usually - I make regular backups of my settings, just in case I loose it, need to give it to someone else or have roll back to some previous setting.
  • JJacob
    Excellent. Thanks Josh. This is going to help me out immensely as we regularly use conference room PCs and their settings are the crummy default ones.
  • JJacob
    Another Q: Anyone aware of a way to customize the SB with drop down boxes or grouping? My SB is getting pretty cluttered, and I'd like to make it pretty :)
  • you can use Flyout Toolbars that can be added via the customization option.
    It's the first in the list. I use these for sheet metal and surfacing
    commands - commands I don't use as often as the others.
  • John
    Thanks for the info. I am new to SWs and I hope to get a little better at it. Maybe you can answer a couple of questions:

    1) SW 2008, is there a way to remove duplicate items/entities?

    2) I just through with a radiator header and the file is really big. Is there a wap to decrease the file size?

    Thanks.
  • John, Hi. keep going at it. you'll get better asking questions for sure.

    1) There's currently not a function to recognize duplicate features.

    2)There's many ways to decrease file size. The best way is to limit the number of features/patterns/curves. Depending on what you're modeling and what your needs are, you can create models in such a way that will allow you to use configuration or create features to reduce filesize. If you have a specific example, let me know and I can address it.

    Thanks!
  • John
    Josh,

    Thanks for your comments. I design thermal products. Like radiators, charge air coolers.......
    I was using SW 2008 to draw a radiator header plate. The drawing just seams really big when compaired to others.

    John
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