文件管理

• Version - A progress marker in the history of a document. Versions are immutable and capture the complete scope of a workspace at a particular point in time for future reuse or to revert a set of changes.
• Workspace - An active modeling/design space within a document.
• Branch - A branch is a named fork in the Version Manager graph of a document. Branches fork at a version, end with a workspace, and can have zero to N sequentially stored versions on the branch. The active branch is the branch of the document in which the currently open version or workspace is located.
• History entry - A record of a change made to a document workspace at a particular point in time. You can compare history entries and restore the document to a particular history entry (point in time) through the context menu in the Versions and history panel.
• In progress - The default release state for unreleased workspaces and versions. Objects in progress are either fully editable (in workspaces) or have editable metadata (in versions).
• Pending - The state of a Release candidate (and its revisionable objects) while awaiting approval by one or more approvers; indicated by this icon in the Version and history graph .
• Rejected - The state of a Release candidate (and its revisionable objects) that one or more approvers chose to reject; indicated by this icon in the Version and history graph .
• Released - The state of a Release candidate (and its revisionable objects) that was either successfully approved by one or more approvers or was immediately released by its creator, indicated by this icon in the Version and history graph. This icon also appears beside any released parts(in the Parts lists of a Part Studio) when viewing a released version of the document .
• Observer - Any member of a company who needs to be informed of the status of a release, but whose approval is not required in the release workflow. Any number of observers (or none) can be included on a Release candidate. An observer must have view permission on the document in order to observe the Release candidate.
• Approver - A company member whose approval is required in the release workflow. An approver has the ability to Approve or Reject a Release candidate. An approver must have permission to edit the document in order to approve or reject a Release candidate.
• Revisionable object - Any part, Assembly, Drawing, Variable Studio, or other file type in an Onshape document can be revisioned and released in Onshape.
• Release candidate - A user-selected group of revisionable objects that moves through the release workflow together. A Release candidate may contain a single part or an entire product including parts, Assemblies, Drawings, Variable Studios, and other files.
• Not revision-managed objects - Objects that may need to be included in a Release for reference purposes but whose revisions do not need to be tracked.

To learn more about how document history and versions work in Onshape, you can follow the self-paced course here: Document History and Versions (Onshape account required).

Onshape 文件包含您所有的專案資料，並會自動記錄您所有的工作。當在文件中工作時，您是在啟用的工作區中操作。當您建立一個 Onshape 文件時，會自動為您建立一個版本與一個工作區 ( Start 版本與 Main 工作區)。Main 工作區會是空的，直到您開始建構模型。

上方圖片中的圖示是文件功能表。粗體名稱是文件名稱，較細字體名稱則是工作區名稱。

Beneath the Document toolbar is the Document panel, which is vertically aligned along the left edge of the window. This panel provides access to the document's Versions and History.

會自動為您建立 Main 工作區與 Start 版本。您可以將其重新命名。

A version is the state of an entire document at a particular point in time. The geometric data (and the accompanying properties like Part names, etc.) of that version is unchangeable. You have the ability to, however, change the properties of a version (more on this later). You may create many versions of a document. You may also branch your work at a version through the context menu command Branch to create a new workspace:

上方圖片中所示的功能包括 (從上到下)：

• Create Release icon , which opens a dialog from which you can create a Release candidate
• Create version icon , which allows you to create a version from the currently open workspace
• Compare history entries icon , which allows you to select two entries to compare
• 目前開啟的工作區，會以深藍強調顯示 (在這個案例是分支 B1)
• 包括 V1、 V2、release asmb 與 re-release of part 的版本
• 版本包含淘汰版 Rel-01
• 在「參考管理員」中藉由使用「更新所有參考」而自動建立的版本 V2

To create a version behind the scenes and still work in the same workspace, use the Create version icon in the Document panel (next to the document name).

無需離開目前的工作區即可產生一個版本 (在「版本與歷程」面板中顯示)。預設的命名慣例是 Vx: V 代表的是版本，x 是遞增的編號，會從數字 1 開始。您隨時可以重新命名版本。

The top arrow in the image above points to V2, the second version saved through .
The bottom arrow in the image above points to V1, the first version saved through .

Otherwise, open the Manage versions and history panel ( ) and create versions from the current workspace (using the Create version icon ).

Managing the workflow around versions and workspaces is performed through the Versions and history panel, accessed by clicking .

Onshape 自動記錄每個分頁 (Part Studio、組合件等) 的狀態，包括在每個工作區中每個使用者對所有分頁做出的經保存變更。這些修改的歷程會列在飛出視窗中。您可以在任何時候按一下 [還原] (在環境選單中) 來將分支/工作區還原至變更歷程中的某個特別點上，按一下 [回到 <分支-名稱>] 來回到歷程中目前時間點上啟用的分支，按一下某個歷程點來顯示在該點的設計。

這個圖表以樹狀結構顯示所有的版本、工作區及文件的發行。圖表中根據分支有不同的色彩標示。每個分支是以工作區來結束，用空心圓點來代表。版本則是以實心圓點來表示，且是唯檢視的。發行會以三角形來代表 (實心是已發行、空心是待決中，帶一點的實心則是已淘汰)。

要簡化版本圖表的檢視，您可以按一下「版本與歷程」面板頂端的 [啟用中的分支] 來摺疊視圖以只顯示目前啟用工作區所在的分支。

歷程清單中記錄的說明格式是「分頁-名稱::動作:特徵-名稱」。除此之外，您可以：

• 將游標在歷程中的任何項目上暫留來查看是誰於何時做出了修改。
• 在暫留後按一下來顯示在該歷程點的文件 (包括列出的特徵)。
• Compare two history entries of the document.

Onshape 會保持所有文件上每個使用者做出變更的完整歷程記錄。這樣可讓您在文件歷程中的一個清單上檢視這些變更，並隨時可將文件還原至歷程中的特定時間點上。

當還原時，系統還原的是您所在的工作區。如果您要還原另一個工作區，請先開啟該工作區。

表列變更

To see all the changes made by every user who has worked on the document, since the creation of the document, click the Versions and history icon in the Document panel. Look for the Show changes entries and click the arrow to display the changes:

系統會自動儲存與列出每個動作，並用做為完整的稽核線索。不論是使用者或分頁，會記錄自文件建立之時，每個動作做出的變更。當變更清單中有超出 25 項目時，會顯示前 25 個。按一下 [顯示較多] 來顯示更多的項目。

還原至歷程記錄中的某一時間點

您可以隨時選擇要還原至文件歷程上的某個時間點。請記住，僅在工作區中才能使用 [還原] 的指令。您無法還原一個版本，因為版本是不可變。不過您當然可以還原一個工作區，然後建立經還原工作區的版本。

若要還原：

1. Click to open the Versions and history panel.
2. 按一下清單中「變更」旁的 > 箭頭。
3. Right-click the change entry and select Restore to, to restore the workspace to that moment in the document's history.

   

4. To view the document at that moment in time before deciding whether to restore or not, click the entry.
   1. If you wish to restore after viewing the change, click the Restore to link to the right of the Versions and history panel:

   

Restoring is different from undo because you are able to restore all changes made to the document up to that point in the history, by any user on any tab. Undo, by contrast, reverts just the changes you made on the current tab. Right-click on the Undo icon to see a short list of changes you have made and select one to undo to that point without having to click the Undo button several times.

您可以建立及編輯零件、Part Studios、組合件、及外部資料的屬性以支援您偏好使用的設計過程。

可經由在環境選單中的「屬性」對話方塊來定義與編輯屬性：

• Parts - In a Part Studio, from the context menu on the part listed in the Feature list; in the Versions and history panel, in the menu of a version or workspace
• Part Studios and Assemblies - Through the context menu on the tab; in the Versions and history panel, in the menu of a version or workspace
• Foreign data files - Through the context menu on the tab; in the Versions and history panel, in the menu of a version or workspace
• Releases - Through the context menu on the release in the Versions and history panel.