僅為 提供

當您建立「發行候選」時，可以在「核准者」欄位中輸入某一特定使用者或團隊使用者的電子郵件地址，要求需要經過這些使用者的檢閱與核准才能發行 (請注意，企業的使用者在管理員尚未設定這些項目的情況下，也可以在「核准者」欄位中輸入「角色」)。這些使用者會收到電子郵件的通知，在 Onshape 中的通知會包含可檢視發行的連結。

您也可以在「觀察人員」欄位中輸入電子郵件地址來通知發行的其他使用者。不過這些觀察人員僅能檢視「發行候選」，並不能發行、拒絕、核准或捨棄候選版本。分享文件時必須至少給予列為核准者的使用者「檢視」的權限才能夠核准發行。

通知的範例

In the notification, the link to view release is the first of the light blue links at the bottom of the specific notification and opens the Review Release dialog. You can also use the view action items link to navigate directly to the Action items page for a list of release tasks.

每個發行僅會送出一個通知，之後在發行上的動作會導致通知的更新，以反映新的狀態。不過，系統會送出每個動作的電子郵件通知，包括發行候選中的新增評論。

Users with permissions to the document may also view release status through the Versions and history panel. Status is indicated by icons. The flags shown are visible in the context sub-menu:

Released icon = 已發Released in Green

Drawing update icon = 待決中Pending in Blue

Drawing update icon = 已拒絕Rejected in Red

Discarded release icon = 捨棄的發行會成為一般的 Onshape 版本

文件中「版本與歷程」飛出視窗的螢幕擷取畫面

有多種方式可檢視「發行候選」：

  • 使用通知中的連結
  • 使用電子郵件中的連結
  • 開啟「發行草稿」面板並在一個發行候選草稿上連按兩下
  • Open the Versions and history panel (use the Version Menu Icon icon), use the context menu to select Releases, then click the name of the release.

A Release candidate that is submitted for review and approval is marked as Pending in the Versions and history panel's context sub-menu, and the State of any unreleased objects in the Release candidate will also be Pending.

「檢閱發行」面板

當檢閱時：

  • 請確定對話方塊中的所有資訊都是正確的。
  • Check the Revision label to make sure the appropriate revision of the object is listed. Objects receive an automatic revision label, but you are able to override it and supply a label that has not been used yet (you also cannot use revision labels that have been skipped).
  • 若要直接檢閱模型、工程圖或其他物件類型，請按一下名稱 (就是一個連結)，來在另一個瀏覽器分頁中開啟 Part Studio、組合件或其他適當的 Onshape 分頁。
  • Use the Properties Icon to open the Properties view for that object in order to review or edit the properties.
  • Use the appropriate button to Approve (Release) or Reject an entire Release:
    • Release marks the objects as released (in the Versions and history panel, all subsequent Release dialogs, and in the Revision history dialog).
    • Reject marks the Release candidate, previously listed as Pending in the Versions and history panel (with an open triangle icon), as Rejected (still with an open triangle icon).

    • Discard removes the Revision and discards the Release; the Release is marked as a normal Onshape version in the Versions and history panel. This option is available only to the user who created the Release candidate.

    When discarding an obsolete release, the release is still marked as Released in the Versions and history panel.

  • 使用發行對話方塊中每個項目旁的紅色 X 來從發行中移除不需要的項目。只有最上層項目的旁邊會有 X ；例如，組合件旁會有 X 但其零組件零件則不會有。
  • 請注意，在「檢閱發行」對話方塊中「零件編號」欄指的是特定物件：零件、組合件、工程圖等的零件編號。此處的 "零件" 是用在公司環境中的泛稱。
  • If Require a note in the Release dialog is selected in the Release management settings, then the reviewer must enter text in the Release notes box.
  • Anyone can enter a comment to be associated with the release candidate, and other users listed on the candidate are notified of the comment via email and also in the Notifications area in the document. Click the comment history link to view all comments entered by all reviewers. Comments can be entered at any time in the release cycle, even after a release has been approved, rejected, or obsoleted.
  • In the Approvers field, an approver's action is reflected by the color of their email address:
    • 綠色表示核准與發行
    • 紅色表示拒絕
    • 灰色表示待決中的狀態
    • 因為只有發行的建立者可以捨棄發行，所以顏色不會因此變更

When a release candidate is approved, automatic notifications are sent to users listed in the Release dialog as approvers and observers. Click Release to mark the object as released in the Version and history panel, all subsequent Release dialogs, and in the Revision history dialog.

  • In the Approvers field, an approver's action is reflected by the color of their email address:
    • 綠色表示核准與發行
    • 紅色表示拒絕
    • 灰色表示待決中的狀態
    • 因為只有發行的建立者可以捨棄發行，所以顏色不會因此變更；只有建立者會在對話方塊中有 [捨棄] 的按鈕。

When you mark a release as Approved, drawings properties are also updated with the name of the approver as well with the date of approval. To learn more about using properties in drawings, see Custom Drawing Templates

When a release candidate is rejected, it is flagged as Rejected in the Versions and history context sub-menu and has an open Release icon Release candidate icon. Rejected release candidates may be used just as any other version in Onshape.

The named Approver of a Release candidate is able to discard the Release candidate when it is a Pending Release candidate, through the Review Release dialog. Discarding a Release candidate deletes the Release candidate but keeps a history of it, marking it as a version in the Versions and history panel. Keep in mind that only the user who created the Release candidate has the ability to discard it. This option is not visible to other users (non-creators of the Release candidate).

Inactive release candidate drafts are automatically deleted after 60 days.

You are able to branch from a Release, using the Versions and history panel as you normally would.

在「版本與歷程」飛出視窗中建立分支的範例

Released, Pending, and Rejected Releases are marked as such in the Versions and history panel context sub-menu. Discarded Release candidates are not marked as discarded; the Release candidate is removed and a history is kept, marked as a version. Note that only the creator of the Release candidate has the option of discarding it.

當工作區是在版本上建立分支所產生時，與該特定發行相關的中繼資料並不會延伸至分支中，例如：修訂版、核准日期與發行日期在新工作區中會是空白的。