Engineering handbook for flexible and indented geometry in 3d cad, covering feature constraints & rules, core elements, trim planes.
13 min readHandbook guideReviewed 2026-08-14
Executive summary
This handbook section converts the supplied engineering material into a practical, source-controlled reference. It concentrates on the following learning outcomes.
Feature Constraints & Rules
Core Elements
Trim Planes
The Triad (Local Coordinate System)
Executing Specific Operations
Bending
Overview
The Flex feature is an advanced 3D modeling tool used to apply freeform deformations to solid bodies
It enables four types of complex shape modifications — bending, twisting, tapering, and stretching — that are difficult or impossible to achieve with standard sketch-based features (extrusions, sweeps, lofts)
It works on any solid body, whether natively modeled or imported from an external system
Key Concepts
Bending – deflects a model around a designated axis by a specified angle
Twisting – rotates geometry around a central longitudinal axis
Tapering – scales geometry outward or inward from a central point along a defined vector
Stretching – elongates or compresses a localized region over a specified distance
Trim Planes – two boundary planes that isolate the region of the model affected by the deformation
Triad – a local 3D coordinate system that controls the center, orientation, and direction of the deformation
Feature Constraints & Rules
Single Operation Rule – only one deformation type (bend, twist, taper, or stretch) can be applied per feature instance
Sequential Application – to combine multiple effects on a single part, apply the feature multiple times in sequence (e.g., taper first, then stretch)
Universal Compatibility – the feature works on any solid body regardless of origin (native or imported geometry)
Core Elements
Trim Planes
Two boundary planes (Plane 1 and Plane 2) that define the limits of deformation
Only the geometry between the two planes is affected; regions outside remain rigid and undeformed
Planes can be positioned by:
Dragging interactively
Entering exact distance values
Snapping to reference vertices on the model
The Triad (Local Coordinate System)
Acts as the center and pivot of the flex operation
Defines the orientation of trim planes and the operational axes
Blue Axis (Trim Plane Axis):
Always perpendicular to the trim planes
Serves as the longitudinal direction for twisting and tapering
Red Axis (Bend Axis):
The explicit pivot vector for bending operations
Center Point:
Defines the physical center of the deformation effect
Executing Specific Operations
Bending
Controlled by a Bend Angle parameter
Geometry folds around the Red Axis
To change bend direction, rotate the Triad so the Red Axis faces the desired pivot orientation
Twisting
Controlled by a Twist Angle parameter
Rotation is exclusively locked around the Blue Axis
Tapering
Controlled by a Taper Factor (scalar multiplier)
Positive factor → expands geometry outward along the Blue Axis
Disabled → geometry converts to smooth spline surfaces; original analytical faces permanently lose standard measurable properties (e.g., fixed diameter)
Disabling hard edges creates smooth freeform transitions but destroys geometric purity
Flex Operation Comparison
Operation
Primary Axis
Controlling Parameter
Effect
Bending
Red Axis (Bend Axis)
Bend Angle
Folds geometry around the red axis
Twisting
Blue Axis (Trim Plane Axis)
Twist Angle
Rotates geometry concentrically around the blue axis
Tapering
Blue Axis (Trim Plane Axis)
Taper Factor (+/−)
Scales geometry larger or smaller along the blue axis
Stretching
Defined in the supplied reference
Stretch Distance
Elongates the region between the trim plane boundaries
Triad Components
Component
Function
Center Point
Defines the physical center of the deformation
Trim Planes
Bounds the affected region; geometry outside remains rigid
Blue Axis
Perpendicular to Trim Planes; controls twist and taper direction
Red Axis
Specific pivot vector for bending operations
Hard Edges Toggle Comparison
Setting
Geometry Type
Surface Behaviour
Measurability
Enabled
Analytical
Retains standard shapes and constant radii
Fully measurable (e.g., fixed diameters)
Disabled
Spline-based
Smooth freeform surfaces
Loses standard measurable properties
Diagrams
Flex Feature Workflow
flowchart TD
A[Start Flex Feature] --> B[Select Target Solid Body]
B --> C{Choose Deformation Type}
C -->|Bend| D1[Set Bend Angle]
C -->|Twist| D2[Set Twist Angle]
C -->|Taper| D3[Set Taper Factor]
C -->|Stretch| D4[Set Stretch Distance]
D1 --> E[Position Trim Planes]
D2 --> E
D3 --> E
D4 --> E
E --> F[Align & Position Triad]
F --> G[Configure Hard Edges Toggle]
G --> H[Confirm & Generate Feature]
Axis–Operation Relationship Map
flowchart LR
T[Triad] --> R[Red Axis]
T --> B[Blue Axis]
T --> CP[Center Point]
R --> Bend[Bending Operation]
B --> Twist[Twisting Operation]
B --> Taper[Tapering Operation]
CP --> Pos[Deformation Origin Point]
Triad Positioning Methods
flowchart TD
TP[Triad Positioning] --> FD[Free Dragging]
TP --> SN[Snapping to Increments]
TP --> AS[Align to Selection]
TP --> MS[Move to Selection]
TP --> AP[Align to Principle Axes]
AS --> F1[Perpendicular to Face]
AS --> F2[Parallel to Edge]
MS --> V[Snap to Vertex/Reference Point]
AP --> GC[Auto-Centre at Geometric Centroid]
Key Terms
Flex Feature – an advanced deformation tool enabling bending, twisting, tapering, and stretching of solid bodies
Triad – a manipulatable 3D coordinate system used to position and orient the deformation centre and axes
Trim Planes – virtual boundary planes isolating a specific region of the model for localised modification
Bend Axis (Red Axis) – the explicit vector around which geometry is folded during bending
Trim Plane Axis (Blue Axis) – the axis perpendicular to trim planes; governs twist and taper direction
Taper Factor – a scalar multiplier dictating the intensity of expansion (positive) or contraction (negative)
Stretch Distance – the specified length by which a region is elongated or compressed
Analytical Geometry – mathematically pure standard shapes (planes, cylinders, cones) with measurable properties
Stretching is confined strictly to the region between trim planes
The Triad can be repositioned via free dragging, snapping, align-to-selection, move-to-selection, or align-to-principle
Disabling Hard Edges converts analytical geometry into smooth spline surfaces — creating freeform transitions but permanently losing measurable geometric properties
The feature is universally compatible with both natively modelled and imported solid bodies
Overview
The Indent Feature is a modeling tool that reshapes a solid body by pressing the geometry of a second intersecting body into it
It creates precise pockets, deformations, or cuts based on the exact contours of a secondary shape
Requires at least two distinct bodies in the workspace to function
Key Concepts
Target Body – the primary solid body that will be modified or reshaped
Tool Body – the secondary body (solid or surface) whose shape drives the indent or cut
Clearance – an offset distance added between the tool body and the resulting indented surface to allow tolerance
Thickness – the specified wall thickness of the indented geometry when forming a pocket
Keep Selections – creates the indent pocket around the region of the tool body that was clicked
Remove Selections – inverts the logic, forming the pocket on the opposite side of the clicked tool body region
Cut Option – changes the operation from a deformation into a material removal (boolean-style slice)
Basic Indent Operation
Prerequisites:
The workspace must contain at least two distinct bodies
When creating the Tool Body, the merge result (boolean add) option must be unchecked to keep bodies separate
Accessing the tool:
If not on the standard toolbar, it is typically found under the top menu path: Insert > Features > Indent
Selection logic:
Selecting a Tool Body Region defines two things simultaneously:
Which body acts as the tool
Which side/face of the tool body dictates the resulting shape
Keep vs. Remove:
Keep – wraps the indent around the face you clicked
Remove – applies the indent to the opposite side of the face you clicked
Direction control:
A reverse direction toggle determines whether the resulting geometry wraps larger than the tool body or offsets smaller
Handling Multiple Tool Bodies
The Indent feature cannot be directly patterned
Correct workflow:
Create a pattern of the Tool Bodies first
Apply the Indent feature to all patterned tool bodies at once
Performance optimisation:
Selecting multiple tool bodies triggers real-time preview generation, which can cause lag
Select Tool Body regions first, then select the Target Body last so the system only calculates the complex preview once
After completing the feature, hide the tool bodies to clearly inspect the resulting indents
Managing Multiple Tool Regions
When the Target and Tool bodies intersect in complex ways (e.g., passing through a grid of ribs), the software divides the tool into multiple distinct regions
Selective indenting: click specific regions individually to apply the indent only where needed
Efficiency shortcut for selecting all regions:
Select the single, unbroken face of the tool body from the opposite side (e.g., the top)
Switch the setting to Remove Selections
This inverts the logic, effectively keeping all regions on the other side with a single click
Surfaces and the Cut Option
Valid body combinations:
Solid Target + Solid Tool → Allowed
Solid Target + Surface Tool → Allowed
Surface Target + Surface Tool → Not Allowed (at least one solid body is required)
Cut option behaviour:
Changes the operation from deformation to material removal
When enabled, the Keep/Remove selections toggle disappears
Select a surface as the tool body, then choose which side of the solid target body to cut away
The surface acts as the slicing boundary
Clearance offsets can still be applied in Cut mode
Feature Options Reference
Feature Option
Function
Primary Use Case
Keep Selections
Wraps the indent around the selected face
Standard pocket creation
Remove Selections
Inverts the selection, applying the indent to unselected regions
Quickly selecting many disjointed regions
Cut Option
Uses the tool body to slice and remove material from the target
Trimming a solid using a complex surface
Clearance
Adds a gap between the tool shape and the new target surface
Designing packaging or mating parts requiring tolerance
Valid Body Combinations
Target Body
Tool Body
Supported
Solid
Solid
Yes
Solid
Surface
Yes
Surface
Surface
No
Indent Feature Workflow
flowchart TD
A[Start Indent Feature] --> B[Ensure two separate bodies exist]
B --> C[Select Target Body]
C --> D[Select Tool Body Region]
D --> E{Choose Selection Mode}
E -->|Keep| F[Indent wraps around clicked face]
E -->|Remove| G[Indent applied to opposite side]
F --> H[Set Thickness and Clearance]
G --> H
H --> I[Toggle Direction if needed]
I --> J[Confirm Feature]
J --> K[Hide Tool Body to inspect result]
Multiple Tool Bodies Workflow
flowchart TD
A[Need to repeat an indent pattern] --> B[Create Tool Body geometry]
B --> C[Pattern the Tool Bodies first]
C --> D[Select all Tool Body regions]
D --> E[Select Target Body last]
E --> F[Apply Indent Feature]
F --> G[Hide Tool Bodies]
Cut Option Decision Flow
flowchart TD
A[Enable Cut Option] --> B{Tool Body Type?}
B -->|Surface| C[Select surface as slicing boundary]
B -->|Solid| D[Select solid tool body]
C --> E[Choose which side of target to remove]
D --> E
E --> F[Apply Clearance offset if needed]
F --> G[Confirm Cut]
Key Terms
Multi-body Part – a single file containing more than one contiguous solid or surface volume
Feature Manager / Tree – the UI panel listing the chronological history of operations and bodies in a part
Section View – a temporary visual slice of the model used to inspect internal geometries and clearances
Boolean Operation – a set operation (add, subtract, intersect) combining two or more bodies
Merge Result – a toggle that, when enabled, automatically combines a new body with an existing one into a single volume
Patterning – duplicating a feature or body in a linear or circular array
Quick Revision
The Indent feature reshapes a Target Body using the geometry of a Tool Body
Always uncheck "merge results" when creating the tool body to maintain separate bodies
The Indent feature cannot be patterned directly — pattern the tool bodies first, then apply Indent to all at once
Keep selections forms the indent around the clicked face; Remove selections forms it on the opposite side
To quickly select many intersecting sub-regions, select the opposite face and choose Remove
Select Tool Body regions first and the Target Body last to minimise preview lag
Valid combinations: Solid + Solid or Solid + Surface — never Surface + Surface
The Cut option converts the indent into a boolean-style slice that removes material
Clearance adds a tolerance gap between the tool shape and the resulting surface
After completing the indent, hide tool bodies to clearly view results
Engineering use and verification
Treat the model and drawing as controlled engineering information. Define the design intent before adding detail, use stable references, and keep feature, assembly and drawing dependencies visible. Separate geometry creation from release verification: a model that rebuilds is not automatically manufacturable, inspectable or correctly documented. Before release, rebuild from the earliest feature, inspect warnings, test the intended configurations, confirm units and projection, and review every exported drawing or neutral file independently.
Confirm scope, assumptions, interfaces and required outcome.
Rebuild the model and check references, configurations and drawing views.
Identify current project, customer and regulatory requirements.
Separate source examples from mandatory acceptance criteria.
Check calculations, tables and selections by an independent method.
Verify safety, maintainability and credible failure modes.
Record evidence, revisions, approvals and unresolved limitations.
Validate the result under representative operating conditions.