An advanced search allows you to search for a Document, Part, Part Studio, Assembly, or Drawing within the active folder.
To learn more about advanced search, see the technical briefing article here: Where Are My Parts? (Onshape account required).
Use the search bar at the top of the Documents page to search for specific Onshape entities inside the active folder.
To search all folders in your company, click the company name in the folder breadcrumbs, then click in the search bar.
To perform an advanced search, click on the drop-down arrow in the search bar and enter additional search criteria:
Search accepts multiple words as well as non-alphanumeric characters, such as punctuation characters, for example "universal handle" and "universal-handle."
- Type - Select a type to search for. You can search for a Document, Part, Part Studio, Assembly, Drawing, Feature Studio, Variable Studio, Project, and Publication. Select All to search all types.
- Category - Select a category to search for. You can search for an Assembly, Drawing, Feature Studio, In-house manufacturing, Part, Part Studio, or Variable Studio. You can select more than one option in this field.
- Name - Enter the name of the type of entity you are searching for (the name of the Document, Part, Part Studio, Assembly, Publication, or Drawing).
- Description - Every type is able to have a description assigned to it. Enter some or all of the description of a Onshape entity you are searching for.
- Part number - If you are searching for a Part, Assembly, or Drawing, you can enter a Part number to search for.
- State - If you are searching for a Part, Assembly, or Drawing, you can enter a state to search for such as in progress, pending, released, or obsolete.
- Revision - If you are searching for a Part, Assembly, or Drawing, you can enter a revision number to search for.
- Add criteria
- Free, Standard, and Education account users can use this field to search for default fields including Owner and Creator. Users of Company and Enterprise accounts have the ability to specify criteria for custom properties when custom properties are active.
If a criteria is selected, an additional Add criteria selection field is exposed on the next line in the dialog so you can select multiple criteria in your search.
Some criteria require additional input. For example, selecting a date criteria exposes a calendar from which a date is selected, and selecting Not revision managed exposes a True or False option.
- Results from - Acquire results from Workspaces, Workspaces and Versions, or Versions; and just the latest versions and workspaces or all of them. Search in the current folder and all subfolders, or search in the current folder with subfolders excluded.
As you enter additional search criteria, the search bar auto-populates with the complete query.
Click Reset to clear the search bar and fields.
Use a wildcard (*) indicator in the search bar and any advanced search field to surround a segment of a string that narrows the search. For example, enter *600* in the Part number field to produce search results for only parts that have 600 anywhere in their string (useful for searching a series of parts).
Understanding search results
The search result list indicates where the found identifier (part name, part number, document name, etc) has been found. For example, with the search criteria as (the red arrow indicates the wildcard in use):
The search results appear as:
To sort the search results, click on Name or Modified column header to sort by that column. After clicking a column header, an arrow appears beside the column name to indicate the results are sorted by that column.
Each search result indicates which type of entity fulfills the search criteria by the icon preceding the name, followed by the name of the entity. Below that, the workspace or version icon, the document name and workspace name (or version name, when part of the search criteria), the part number, and the release management state.
For example, the first search result in the image above:
- A Part with the name Part 1, in the Untitled document, in Part Studio 1 (as seen in the details pane, on the right side of the Documents page).
The following information is displayed below the item name (shown above, outlined in blue) in this order:
- An icon indicating whether or not that item is a workspace , version , revision , or latest revision
- The workspace or revision name, shown in parentheses
- The part number, highlighted in gray (note that this only appears when an item is in the Release management workflow)
- The state of the item (Released, Pending, In progress, Rejected, Obsolete, or Discarded)
Select a search result, then click the Details icon to open the Details pane, where you will find a more detailed description of that item.
Labels on documents are only available in the Details pane.
When hovering your cursor over a search result that is not a document (for example, a part) the tab name will be in the tool tip that appears:
When the search result includes revision information or the searched for entity has a new property defined, the Detail includes a Revision history icon and a Properties icon , respectively:
Search result context menu
Once a search is performed, right-clicking on a search result provides the following options:
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Open - Opens the current document in the current browser tab.
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Open in new browser tab - Opens the current document in a new browser tab.
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Export - Opens the current document's export dialog, where the current document can be exported. See Exporting files for more information.
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Details - Opens the current document's Details panel on the left side of the screen.