僅為 提供

這些指示說明發行任何物件的基本流程,此處是以一個單一零件為範例。

僅能在瀏覽器版本上建立發行版本,但可以在任何的 Onshape 作業平台上執行其餘的步驟 (檢閱、核准、拒絕等等)。

有四種方式可以開始發行的流程,也就是為所選的圖元開啟「建立發行候選」對話方塊,在此處以單一零件來說明:

  • In a Part Studio, from the Parts list: Right-click the part you want to release and select Release:

    在按右鍵功能表中強調顯示了 [發行]

    這個方法會將分頁的內容先填入「建立發行候選」對話方塊中。

  • For any tab (Part Studio, Assembly, Drawing, Variable Studio, or imported file): Right-click on the tab and select Release:

    在按右鍵分頁功能表中強調顯示了 [發行]

    這個方法會將分頁的內容先填入「建立發行候選」對話方塊中。如果是工程圖,則會同時會填入工程圖的零件或組合件。

  • From any Properties dialog: Right-click on a part, Part Studio, Assembly, Drawing, Variable Studio, or File tab and select Properties. In the top-left corner of the dialog, click Release Create Icon. This method pre-populates the Create Release candidate dialog with the part selected or the contents of the tab selected.
  • From the open Versions and history panel: Click Release Create Icon. This method pre-populates the Create Release candidate dialog with objects from the currently active tab.

使用上方解釋的方法開始發行的過程時:

  1. 「建立發行候選」對話方塊開啟:

    「建立發行候選」對話方塊的螢幕擷取畫面

  2. You can resize this dialog and its sections by clicking and dragging an edge or corner.
    New or modified fields are marked with a yellow triangle in the upper left corner of the field. While in this dialog, you can use the Undo and Redo buttons or your operating system hot keys to undo or redo changes.

  3. The part you selected in the Parts list is already listed in this dialog. (You can use the plus sign Plus Sign to add more objects.) If you selected an Assembly, all of the parts in the Assembly are listed. You can select items from the Part Studios, Assemblies, Variable Studios, Drawings, or Files., as shown below:

    「新增項目至發行中」對話方塊

    在送交物件之前,您可以按一下清單中的物件名稱來查看物件的設計。會在另一個瀏覽器分頁中開啟適當的分頁。

    您可以按一下物件名稱旁的紅色 x 來移除發行中不需要的物件。

  4. The Revision is automatically supplied, based on the choices made during set up (alphabetic, numeric or custom) and any prior releases of this object.

    The Revision is incremented automatically for new releases. Note that revisions are applied only to objects in the release process, which are never objects in a workspace. As soon as a release candidate is created, a version is captured and all the objects in the release candidate are objects in that version. The objects in the workspace do not have Revision labels unless specifically manually assigned in the Part properties.

    在開啟發行管理之後隨即的初始修訂版管理中,Onshape 會嘗試維持零件、組合件與工程圖中的修訂版值。這在從像是 SOLIDWORKS 等外部來源匯入物件時是相當有用的,因為已在外部來源中將修訂版套用至物件上。 例如,如果匯入的物件有修訂版 3 的值,則第一個發行套件會將零件的修訂版維持為 3。如果相關的修訂版與發行管理方案不同,則會出現警告的訊息,並調整物件的修訂版值來與發行管理修訂方案相符。例如,下圖圖片中的 Part 3 被指定了 6 的修訂版數值,但發行管理方案是設定為字母式的,這時在第一個發行中會將 Part 3 的新修訂版值設定為 A,並同時顯示警告的訊息。

    當您沒有一個有效的修訂方案時出所出現警告訊息的範例

    您可以變更修訂版,但不能倒回到之前的順序中。例如,如果之前的修訂版是 B,則 Onshape 這次會建議 C。您也可以輸入任何 C 之後的字母,但不能變回 A。

  5. The object's current State is also automatically supplied:
    • In progress reflects objects being released for the first time.
    • Pending reflects objects whose release is pending approval.
    • Released reflects previously-released, linked objects.
  6. Supply a unique part number for the part:
    1. Onshape 會追蹤各個發行間的零件編號,以避免再次發行現有零件編號的較低修訂版。
    2. If you have Sequential part number generation turned on in Release management settings click the Part Number Icon icon to generate a part number. Clicking Part Number Icon at the top of the dialog generates part numbers for all of the objects in the Release candidate.
    3. If you have Drawing can reuse part number from an assembly or part in the release turned on in Release management settings, and you click Part Number Icon to Generate part numbers for all objects in the Release candidate, Onshape will generate a new part number for all Drawings which don't have a Part number assigned to both the Drawing and the object inserted in the drawing. If either the Drawing or object inserted in the drawing has an associated number, but the other does not, the associated part number is assigned to both. This only happens if a Drawing has only one object inserted. If multiple objects are inserted into the drawing, a new part number is generated. You can still generate individual part numbers by clicking the Part Number Icon icon to the right of each item in the parts list.

    Click the Properties icon Properties icon next to each object in the top half of the dialog to open the view displaying the properties in order to enter and record property information for the object. This allows you to begin editing properties of released objects .

    Click the Export icon Export icon next to the Properties icon to export that release or entities in that release.

  7. Based on how the administrator set up the rules, some fields may be mandatory and some may not be. Supply information, if required or desired, in each of the following fields:
    1. Release Name - This is required by Onshape and will be displayed as the version name in the Versions and history panel (where you can later view the release information).
    2. Release Notes - This may or may not be required by your company administrator and is a good place for specific information or instructions regarding the Release.
      1. Approvers - Enter the email addresses of users or the names of teams of users who must approve this Release candidate before the objects are released. (This may or may not be required by the company administrator; if this field remains empty then the objects are immediately released upon clicking Release.) If an email address or team is present, then a Release candidate is created, approvers are notified and the objects are not released until an approver indicates approval.

        When listing a team in the Approvers field, only one member of the team is required for approval, even if Require approval from all approvers is selected (in the release management work flow set up).

    3. Observers - Enter the email addresses of users or the names of teams of users to whom you want to give View only rights to the Release candidate (or Release). You may enter observers even if you do not require an approval. Observers receive notifications.
  8. Click one of the following based on the desired outcome:
    • Save draft to save the Release candidate you are currently working on as a draft and close the dialog. For more information, see Release drafts.
    • Submit (visible when approvers are listed) to create a version, and set the version icon, Release candidate, and its objects as Pending.

      A notification is sent to each approver and observer listed. A blue message bubble also appears at the top of the graphics area stating the release has been submitted (or other action) and contains a link to the Action items page where you can monitor and act on the release process.

      已送交發行的通知範例

      訊息說明您可以在「行動項目」頁面中檢視狀態

      「行動項目」頁面顯示發行的清單

      The Action items page

      To move from Pending to Released and complete the release workflow, the Release candidate must be approved.

    • Close to close the dialog without recording any changes or taking any actions.