Insert Part Studios, parts, surfaces, curves, sketches, planes, active sheet metal models, or mate connectors from one Part Studio into another in the same or a different document (thereby linking the documents), with an associative link. You can also insert these entities into a Part Studio from a different version of the same document.

The Derived feature is fundamental to the master model workflow. It allows inserting parts, sketches, surfaces, curves, planes, or Mate connectors from one Part Studio into another within the same document or a different document with an associative link. The derived instance is a one-way association in which modifying the original instance propagates changes to the derived instance. However, this relationship does not occur in reverse; the derived instance does not update its master.

Derived is located in the Feature toolbar. Start a new Derived feature, navigate to the sketch or part from the same document or another document. Select the sketch or part, and accept the dialog.

By default, Onshape inserts the Derived Part at the origin of the Part Studio. You can choose a different location by selecting implicit or explicit Mate connectors in the Locations field. Onshape aligns the origin of the Derived instance with the Mate connector.

You do not always need to use the source’s origin to locate the derived instance. The location of Derived parts can also be driven by aligning their explicit mate connectors. Change the Placement from Base origin to Base mate connector. Select one of the explicit Mate connectors of the derived instance to align it to the origin or a previously selected Mate connector.

Check Include mate connectors to add any explicit Mate connectors associated with the Derived instance. Once included, Onshape places them in the Feature list under the Derived feature.

To add multiple instances of the same Part, add them in the same Derived feature. The base Mate connector selection applies to all instances of the Derived Part. Edit each part’s location by clicking on the Mate connector icon.

When inserting from another document, a version is referenced. If it does not have a version, there is an option to create a version within the Derived dialog. When deriving a part or sketch that resides in the same document as the active Part Studio, reference the workspace or a version. When referencing a workspace, any updates to the master model update instantly. When referencing a version, updates to the master model must be versioned, and the reference must be updated to the new version. The version icon indicates when there is an out-of-date reference. Click the blue notification on the version icon to update to the newer version. Choosing to reference a version is recommended whenever possible because it can speed up the performance of the overall document and it allows you to decide when to rebuild the updates.

When creating Derived parts, it is best practice to use completed or mature parts that are less likely to be modified. For this reason, avoid deriving a part from a large Part Studio that will continue to be edited. It is also important not to create a chain of Derived instances, be sure to derive the original instance and not derive from an already Derived instance. This ensures a robust rebuild of data. For best performance consider deriving simple Part Studios or sketches instead of parts to reduce the amount of feature rebuild.

Derived is a fundamental feature of the master model workflow providing the capability to leverage layout sketches and space allocation parts.

  1. While in a Part Studio, click the Derive feature icon ( Derive Feature Icon).

    Derived dialog

  2. Click the Select Part Studio field to open the Select Part Studio dialog, with a list of Part Studios in this document and their features:

    Select Part Studio dialog

    3. 如果清單很長，請使用搜尋方塊來根據名稱找出 Part Studio 或特徵。

  3. 您可以選擇 [目前的文件] 並從一個不同的版本中衍生，或您可以選擇 [其他文件] 並從該文件中選擇特徵與零件 (請見下方)。

    Select Part Studio dialog

    4. You can select from other documents only if that document has one or more versions. A notice is displayed regarding the state of the document: if no version exists or if a newer version exists, with an option to create a version immediately if necessary. See Linking Documents for more information.

  4. Use the filters and search bar to find and select a document.
    1. 您可以根據零件/組合件名稱與其他屬性來搜尋，包括自訂屬性。
    2. 「搜尋」可接受多個字詞與非字母數字的字元，像是標點符號。
    3. The filter Filter search results button icon to the left of the Search bar shows common properties (or all properties) to search by. You are able to use more than one filter at a time.
    4. 每個搜尋結果會以名稱之前的圖示指明符合搜尋準則的項目類型，接下來會有項目名稱。項目名稱下方是工作區或版本圖示，文件名稱與工作區名稱 (若搜尋準則指定的話，也會有版本名稱)，零件編號與發行管理狀態 (請見下方)。

    「組合件插入」對話方塊中進階搜尋結果的螢幕擷取畫面

  5. Select any Part Studios, parts, surfaces, sketches. planes, curves, active sheet metal models, or mate connectors.
  6. (Optional) Preserve active sheet metal models - Check this option if you want to derive an active sheet metal model into the Part Studio. The Sheet metal model, flat pattern, and associated flat pattern sketches are derived and you can continue to work on the sheet metal model in this Part Studio (for example, add a joint, flange, or hem).

    When unchecked, any imported active sheet metal model is treated as a derived part, not as a sheet metal model. You cannot work on it as an active sheet metal model after it is derived.

    7. If you derive an active sheet metal model using the Preserve active sheet metal models option, and then use the Finish sheet metal model feature in the Part Studio from which the sheet metal model was derived, the Derived active sheet metal model reverts to a part, its flat pattern and any associated flat pattern sketches are removed, and any subsequent sheet metal model features (for example, the addition of a joint, flange, or hem) fail. To avoid this either do not use the Finish sheet metal model feature or first create a version of the Document from which the active sheet metal model is derived before finishing the sheet metal model so that the Derived feature uses the version's active sheet metal model.

  7. Click the x button at the top right of the Select Part Studio dialog. The derived parts/Part Studios are inserted and placed relative to their base Part Studio's origin point.Derived default placement example

    8. Original Part Studio (left). The triangle part is brought into the current Part Studio as a Derived part (right) with placement relative to the original Part Studio's origin point (default placement).

  8. Click the Locations field and select a new location. In the example below, the Mate connector on top of the box part is used as the location. Explicit or implicit Mate connectors can be selected or created for the location (their coordinate system is used for the derived part/Part Studio orientation). The derived part uses this new location as the Base origin for placement (shown below right).

    Selecting a new location

    Default placement with no location (left). Location using the Mate connector at the top of the box (right).

  9. Additional locations can be created using explicit or implicit Mate connectors. This creates additional derived instances, for example, the additional triangle part that is oriented to the box' s right side Mate connector's z-axis.

    Selecting multiple locations to create multiple instances

    10. Even though additional locations can be selected to create additional derived instances, this workflow is not recommended as it can lead to decreased performance. Instead, it is recommended that an Assembly be created.

  10. Select a Placement method: 
    1. Base origin - The derived part/Part Studio placement follows the base Part Studio's origin.
    2. Base Mate connector - Selecting this option adds point selectors to the included Mate connectors on Derived part/Part Studios. Selecting one of these Mate connectors bases the placement of the derived part/Part Studio on this Mate connector's origin point.

      Placement: Base mate connector example

      Selecting Placement: Base Mate connector, the included Mate connectors on the derived part/Part Studio have point selectors enabled (left). Clicking a Mate connector point selector adjusts the derived part/Part Studio to use the Mate connector's coordinate system as the base (right).

      Using Location in conjunction with the Base Mate connector placement option allows you to precisely place derived parts and parts in the current Part Studio together:

      Placement example

      The box top Mate connector is used for the Location, and derived triangle's top Mate connector used as the Base Mate connector for the Placement.

  11. With Include Mate connectors checked, any Mate connectors associated with the Derived part/Part Studio are also included in the Derived feature (shown below left). Uncheck to include the part/Part Studio without any associated Mate connectors (shown below right).

    Include mate connectors example

  12. Click the checkmark (Green accept checkmark icon) to accept the Derived feature .

如果您衍生一個零件，該項目會列於零件清單 (特徵清單之下) 中，您可於該處切換眼睛圖示以隱藏/顯示零件。

如果您衍生一個草圖，可以切換衍生特徵 (在特徵清單中) 旁的眼睛圖示來隱藏/顯示該草圖。

If you have derived a part (or sketch) from another document, a linked icon appears next to the Derived feature in the Feature list to indicate that it is linked to another document.
Derived link icon
When a newer version of the document from which you derived the part is created, the link icon in the Feature list highlights in blue, and an identical icon appears on the Part Studio tab.
Derived link icon
See Linking Documents for more information on linked documents and how to update them.

當您使用「衍生」特徵時，下列的子特徵會列在「特徵」清單中「衍生」特徵的下方：

  • Mate connectors (if the part associated with the Mate connector is inserted or is the base Part Studio)
  • 草圖
  • 平面
  • 線性、環狀與曲線複製排列 (如果 Part Studio 包含了被插入的複製排列草圖)
  • 鏡射 (如果 Part Studio 包含了被插入的鏡射草圖)
  • 變換 (如果啟用了「複製零件」的選項，且已插入零件副本)

使用「衍生」的自訂特徵也會在「特徵」清單中看到這些子特徵。

使用「衍生」特徵左側的下拉箭頭來顯示或隱藏「衍生」的子特徵清單。

Use the eye icon () to the right of the feature to show/hide the feature.

「衍生」子特徵清單

當要插入從另一 Part Studio 衍生的零件時，您可以選擇從已發行的零件中搜尋。對話方塊中第二列 (在「其他文件」篩選器之下) 的圖示也可幫助您找出所需的零件：

「衍生」對話方塊

從左到右分別是已發行零件篩選器、建立新版本與檢視版本圖表

Use the icon to find parts that have been released (within the selected document):

「衍生」對話方塊

當您為衍生零件插入已發行的零件時，特徵圖示會表示這是一個衍生特徵，發行的圖示會指明這是一個已發行零件：

衍生零件的特徵功能表

  • You can select multiple parts from the same Part Studio, but you cannot select more than one Part Studio per Derived feature. You can, however, create multiple Derived features for as many parts/Part Studios as required.
  • You cannot derive the same Part Studio or Part Studio configuration twice in the same Part Studio. If you have configuration A and configuration B, and create a Derived feature for configuration A, you cannot create another Derived feature that inserts Configuration A again. You can, however, create 2 Derived features; one for configuration A and another for configuration B within the same Part Studio.
  • You can swap out one derived feature for another one, even if the second derived feature is in a different Part Studio:
    • In the target Part Studio, double-click the Derived feature to open the Derived dialog. (Or right-click on the feature in the Features list and select Edit.)
    • 如果需要，請選擇新的文件或 Part Studio，然後再選取要插入的特徵。
    • 按一下核取記號來接受選取的項目並關閉對話方塊。
    • 請注意，隨即產生的特徵可能會失敗 - 請檢查 Part Studio 並做出適當的調整。

  • After selecting a sketch you can use that sketch to perform an extrude in the target Part Studio. In the base Part Studio, when you make a change to the sketch, such as a dimension, the change is reflected in the target Part Studio. You are able to use the sketch in many Part Studios as a derived feature. Then in each Part Studio, continue with varied designs.

  • Derived features have a one-way correspondence: from the base Part Studio to the target Part Studio. When you change the feature in the base Part Studio, the change is reflected in the target Part Studio, but not vice versa.
  • 此功能不接受循環式的參考。例如，當將來自 Part Studio A 的特徵插入至 Part Studio B 時，您不能將任何來自 Part Studio B 中的特徵插入至 Part Studio A 中。由於嘗試使用從 Part Studio A 到 B 然後再回到 A 的循環參考，操作將會失敗。

    「衍生」特徵不接受循環參考的範例

  • 插入衍生零件時，零件的顯示設定並無任何作用 - 當插入衍生零件時，會永遠顯示零件而不論其在原始 Part Studio (工作區或版本) 中的設定為何。

Insert parts, sketches, surfaces, curves, planes, or Mate connectors from one Part Studio into another in the same or a different document (thereby linking the documents) with an associative link. You also have the ability to insert these entities into a Part Studio from a different version of the same document.

  1. While in a Part Studio, select the Derived tool icon (「衍生」特徵圖示).

    Derived dialog on iOS

  2. Optionally, toggle Preserve active sheet metal models on if you want to derive an active sheet metal model into the Part Studio. The Sheet metal model, flat pattern, and associated flat pattern sketches are derived and you can continue to work on the sheet metal model in this Part Studio (for example, add a joint, flange, or hem).

    When toggled off, any imported active sheet metal model is treated as a derived part, not as a sheet metal model. You cannot work on it as an active sheet metal model after it is derived.

    3. If you derive an active sheet metal model using the Preserve active sheet metal models option, and then use the Finish sheet metal model feature in the Part Studio from which the sheet metal model was derived, the Derived active sheet metal model reverts to a part, its flat pattern and any associated flat pattern sketches are removed, and any subsequent sheet metal model features (for example, the addition of a joint, flange, or hem) fail. To avoid this either do not use the Finish sheet metal model feature or first create a version of the Document from which the active sheet metal model is derived before finishing the sheet metal model so that the Derived feature uses the version's active sheet metal model.

  3. Tap the Select Part Studio field to open the Select Part Studio dialog, with a list of Part Studios in this document and their features.

    Use the search box to search for a Part Studio or feature by name.

  4. 輕觸來從清單中選擇。
  5. Optionally, select Other documents to view Part Studios of other documents. Use the filters to find and select a document, and then select one or many features of that document.

    6. 僅在文件有一或多個版本的情況下，您才可以從該文件中選擇。如果沒有版本存在或有較新的版本存在，會顯示關於文件狀態的一個通知。如果沒有版本存在，您可以輕觸來在該文件中建立一個版本。

  6. The derived parts/Part Studios are inserted and placed relative to their base Part Studio's origin point.
  7. Tap the Locations field and select a new location. Explicit or implicit Mate connectors can be selected or created for the location (their coordinate system is used for the derived part/Part Studio orientation). The derived part uses this new location as the Base origin for placement.

    8. Additional locations can be created using explicit or implicit Mate connectors. This creates additional derived instances.

    Even though additional locations can be selected to create additional derived instances, this workflow is not recommended as it can lead to decreased performance. Instead, it is recommended that an Assembly be created.

  8. Select a Placement method: 
    1. Base origin - The derived part/Part Studio placement follows the base Part Studio's origin.
    2. Base Mate connector - Selecting this option adds point selectors to the included Mate connectors on Derived part/Part Studios. Selecting one of these Mate connectors bases the placement of the derived part/Part Studio on this Mate connector's origin point.

      Using Location in conjunction with the Base Mate connector placement option allows you to precisely place derived parts and parts in the current Part Studio together

  9. With Include Mate connectors toggled on, any Mate connectors associated with the Derived part/Part Studio are also included in the Derived feature. Toggle this option off to include the part/Part Studio without any associated Mate connectors.
  10. 輕觸核取記號。

如果您衍生一個零件，該項目會列於零件清單 (特徵清單之下) 中，您可於該處切換眼睛圖示以隱藏/顯示零件。

如果您衍生一個草圖，可以切換衍生特徵 (在特徵清單中) 旁的眼睛圖示來隱藏/顯示該草圖。

If you have derived a part (or sketch) from another document, a linked icon appears next to the Derived feature in the Feature list to indicate that it is linked to another document.
Derived link icon
When a newer version of the document from which you derived the part is created, the link icon in the Feature list highlights in blue, and an identical icon appears on the Part Studio tab.
Derived link icon
See Linking Documents for more information on linked documents and how to update them.

When inserting a part derived from another Part Studio, you can insert parts that have been released. The Released part icon (Release icon) to the right of the part indicates that the part is released:

Derived release parts

當您為衍生零件插入已發行的零件時，特徵圖示會表示這是一個衍生特徵，發行的圖示會指明這是一個已發行零件：

iOS 上衍生零件的特徵功能表

  • You can select multiple parts from the same Part Studio, but you cannot select more than one Part Studio per Derived feature. You can, however, create multiple Derived features for as many parts/Part Studios as required.
  • You cannot derive the same Part Studio or Part Studio configuration twice in the same Part Studio. If you have configuration A and configuration B, and create a Derived feature for configuration A, you cannot create another Derived feature that inserts Configuration A again. You can, however, create 2 Derived features; one for configuration A and another for configuration B within the same Part Studio.
  • Derived features have a one-way correspondence: from the base Part Studio to the target Part Studio. When you change the feature in the base Part Studio, the change is reflected in the target Part Studio, but not vice versa.
  • 此功能不接受循環式的參考。例如，您不能將來自 Part Studio A 的特徵插入至 Part Studio B，然後又再插入到 Part Studio A 中，這樣操作會失敗。

  • The visibility setting of a part is irrelevant when inserting a derived part - derived parts are always visible when they are inserted, regardless of what their setting is in the base Part Studio(workspace or version).

Insert parts, sketches, surfaces, curves, planes, or Mate connectors from one Part Studio into another in the same or a different document (thereby linking the documents) with an associative link. You also have the ability to insert these entities into a Part Studio from a different version of the same document.

  1. While in a Part Studio, select the Derived tool icon (「衍生」圖示).

    Derived Sketch tool diaog box

  2. Tap the Select Part Studio field to open the Select Part Studio dialog, with a list of Part Studios in this document and their features.

    Use the search box to search for a Part Studio or feature by name.

  3. 輕觸來從清單中選擇。
  4. Optionally, toggle Preserve active sheet metal models on if you want to derive an active sheet metal model into the Part Studio. The Sheet metal model, flat pattern, and associated flat pattern sketches are derived and you can continue to work on the sheet metal model in this Part Studio (for example, add a joint, flange, or hem).

    When toggled off, any imported active sheet metal model is treated as a derived part, not as a sheet metal model. You cannot work on it as an active sheet metal model after it is derived.

    If you derive an active sheet metal model using the Preserve active sheet metal models option, and then use the Finish sheet metal model feature in the Part Studio from which the sheet metal model was derived, the Derived active sheet metal model reverts to a part, its flat pattern and any associated flat pattern sketches are removed, and any subsequent sheet metal model features (for example, the addition of a joint, flange, or hem) fail. To avoid this either do not use the Finish sheet metal model feature or first create a version of the Document from which the active sheet metal model is derived before finishing the sheet metal model so that the Derived feature uses the version's active sheet metal model.

  5. Optionally, select Other documents to view Part Studios of other documents. Use the filters to find and select a document, and then select one or many features of that document.

    6. 僅在文件有一或多個版本的情況下，您才可以從該文件中選擇。如果沒有版本存在或有較新的版本存在，會顯示關於文件狀態的一個通知。如果沒有版本存在，您可以輕觸來在該文件中建立一個版本。

  6. The derived parts/Part Studios are inserted and placed relative to their base Part Studio's origin point.
  7. Tap the Locations field and select a new location. Explicit or implicit Mate connectors can be selected or created for the location (their coordinate system is used for the derived part/Part Studio orientation). The derived part uses this new location as the Base origin for placement.

    Additional locations can be created using explicit or implicit Mate connectors. This creates additional derived instances.

    8. Even though additional locations can be selected to create additional derived instances, this workflow is not recommended as it can lead to decreased performance. Instead, it is recommended that an Assembly be created.

  8. Select a Placement method: 
    1. Base origin - The derived part/Part Studio placement follows the base Part Studio's origin.
    2. Base Mate connector - Selecting this option adds point selectors to the included Mate connectors on Derived part/Part Studios. Selecting one of these Mate connectors bases the placement of the derived part/Part Studio on this Mate connector's origin point.

      Using Location in conjunction with the Base Mate connector placement option allows you to precisely place derived parts and parts in the current Part Studio together

  9. With Include Mate connectors toggled on, any Mate connectors associated with the Derived part/Part Studio are also included in the Derived feature. Toggle this option off to include the part/Part Studio without any associated Mate connectors.
  10. 輕觸核取記號。

如果您衍生一個零件，該項目會列於零件清單 (特徵清單之下) 中，您可於該處切換眼睛圖示以隱藏/顯示零件。

如果您衍生一個草圖，可以切換衍生特徵 (在特徵清單中) 旁的眼睛圖示來隱藏/顯示該草圖。

If you have derived a part (or sketch) from another document, a linked icon appears next to the Derived feature in the Feature list to indicate that it is linked to another document.
[連結] 圖示
When a newer version of the document from which you derived the part is created, the link icon in the Feature list highlights in blue, and an identical icon appears on the Part Studio tab.
[連結] 圖示
See Linking Documents for more information on linked documents and how to update them.

When inserting a part derived from another Part Studio, you can insert parts that have been released. The Released part icon (Release icon) to the right of the part indicates that the part is released.

當您為衍生零件插入已發行的零件時，特徵圖示會表示這是一個衍生特徵，發行的圖示會指明這是一個已發行零件：

Android 上衍生零件的特徵功能表

  • You can select multiple parts from the same Part Studio, but you cannot select more than one Part Studio per Derived feature. You can, however, create multiple Derived features for as many parts/Part Studios as required.
  • You cannot derive the same Part Studio or Part Studio configuration twice in the same Part Studio. If you have configuration A and configuration B, and create a Derived feature for configuration A, you cannot create another Derived feature that inserts Configuration A again. You can, however, create 2 Derived features; one for configuration A and another for configuration B within the same Part Studio.
  • Derived features have a one-way correspondence: from the base Part Studio to the target Part Studio. When you change the feature in the base Part Studio, the change is reflected in the target Part Studio, but not vice versa.
  • 此功能不接受循環式的參考。例如，您不能將來自 Part Studio A 的特徵插入至 Part Studio B，然後又再插入到 Part Studio A 中，這樣操作會失敗。

  • The visibility setting of a part is irrelevant when inserting a derived part - derived parts are always visible when they are inserted, regardless of what their setting is in the base Part Studio(workspace or version).