Advanced Document Search

This functionality is available on Onshape's browser, iOS, and Android platforms.

Use the search bar at the top of the Documents page to search for a document inside the active filter.

An advanced search allows you to search for a Document, Part, Part Studio, Assembly, or Drawing within the active filter.

To perform an advanced search, click on the drop-down arrow in the search bar and enter additional search criteria:

"Advanced Search" drop down menu

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 are able to search for a Document, Part, Part Studio, Assembly, or Drawing. Select All to search all types.
  • Name - Enter the name of the type of entity you are searching for (the name of the Document, Part, Part Studio, Assembly, or Drawing).
  • Description - Every type is able to have a description assigned to it. Enter some or all of the description of a document, tab, or part 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 - Users of Company and Enterprise accounts have the ability to specify criteria for custom properties when custom properties are active for their company.
  • Results from - Acquire results from Workspaces, Workspaces and Versions, or Versions; and just the latest versions and workspaces or all of them.

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 (*) in any field but only in a trailing position, as in: 05* to find a string beginning with '05' and followed by any characters. Using a wildcard in a prefix position returns more results than would be meaningful.

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 blue arrow indicates the wildcard in use):

Screenshot of document page advanced search dropdown criteria

The search results appear as:

Results for items with names including "too"

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:

Screenshot of an example of an Advanced search result

Part Icon - 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 Workspace icon, version Version icon, revision Revision icon, or latest revision Latest revision icon
  • The workspace or revision name, shown in parentheses (A) icon
  • The part number, highlighted in gray Example of part name 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 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:

Example of the tool tip appearing when hovering cursor over item

When the search result includes revision information or the searched for entity has a new property defined, the Detail flyout includes a Revision history icon and a Properties icon , respectively:

 


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Last Updated: May 06, 2021