版本與歷程

You can create a version from the Document panel; click to create a new version without leaving the workspace.

您也可以藉由在文件面板中的「版本與歷程」來建立版本：

1. With a document open, click to open Versions and history.
2. 按一下要從其中建立版本的工作區；這樣會使得工作區變為啟用的。
3. Click the Create version icon .
4. 在出現的對話方塊中輸入新版本的名稱與說明。
5. If any drawings in the document have updates pending, as indicated by a bright yellow Update icon , a message is included in the dialog:

   

   Click the icon in the message to update all drawings that are listed so the version will contain the most recent version of the drawings. Note that if you click the Update icon and then cancel the dialog, the drawings are still updated.

6. Click either:
   1. Create - Creates the new version and remain in the currently active workspace
   2. Create version and edit properties - Creates the new version and also open the Properties dialog for the new version. This Properties dialog includes names and descriptions for each tab and part of the new version.

新版本出現在「版本與歷程」圖表中：

Onshape may also create a version automatically when updating document references. In that case, you will see an automatic version icon in the graph, as shown below:

If the user is an Onshape employee, an Onshape logo icon is displayed to the left of the User's name under the Modified column in the graph:

For more information about automatic versioning, see Updating References.

建立文件的一個分支：

1. With a document open, click to open Versions and history.
2. 在要建立分支的版本項目上按右鍵來存取環境選單。
3. 選擇 [產生分支來建立工作區]：

   

4. 在出現的屬性對話方塊中，輸入分支的名稱與說明：

   

5. Click either:
   1. Create - Creates the branch and optionally open the new workspace (check box)
   2. Create version and edit properties - Creates the branch (optionally open it) and also open the Properties dialog for the new workspace. This Properties dialog includes names and descriptions for each tab and part of the new document workspace.

You can compare two workspaces, two versions, or a version and a workspace. You are also able to merge one or more branches.

To delete a document workspace:

1. With a document open, click to open Versions and history.
2. Right-click on the branch to delete.
3. 選擇 [刪除]。

   

4. Click Delete to confirm.

   

To restore a deleted workspace:

1. Open the document with the deleted workspace.
2. Expand the Document menu :

   

3. Select Restore deleted workspaces.
4. In the dialog, select the branch(es) you want to restore.
   
5. Click Restore selected.

假設有一個團隊正在設計自行車，而車體的設計已相當成熟穩定。現在此團隊想要嘗試不同的零組件設計，可以將基本的車體設計標示為一個版本來嘗試不同的設計。

1. Click the Versions and history icon to open Versions and history in the Document panel:

   

2. Click the Create Version icon .
3. Name the first version Base Frame; click Create:

   

   

   每個設計人員可以從 Base Frame 版本中建立自己的工作區，或許可以將這些工作區命名為 Seat、Brakes、Shocks。

4. Right-click the Base Frame version, then click Branch to create workspace:

   

5. Name the new workspace, Seat; click Create:

   

   Base Frame 版本以及原始的工作區 (Main) 仍然存在。此外，會有第二個工作區 Seat，所以設計人員對坐墊 (seat) 所做的變更不會影響 Base Frame 工作區。

6. The Shocks and Brakes designers each create their own workspaces, from the same Base Frame version:

   
   The workspace of each designer is, at this point, identical to the Base Frame version.

7. As they continue to design in their own branches, their designs evolve, independently of the Base Frame version and independently of each other. As they work, they are free to create versions of the workspaces.

   When the independent work is complete, each branch is merged back into the Main workspace, bringing all the independent work together.

   

圖例

典型的「版本與歷程」圖表會包含各種圖示以表明工作區、分支版本的類型，或每個節點的修訂版類型。若要全方位了解如何解讀圖表，請參考這個表格：

圖示	表示
	版本
	變更節點
	一個版本中包含已經核准的發行。
	一個版本中包含的發行內有已淘汰的項目。
	一個工作區。
	有待決修訂版的一個版本。
	在「版本與歷程」中由 Onshape 自動建立的一個版本；例如，當使用「更新至最新的」選項時 (在這個主題中稍後將說明)。

術語

• Version - A named and saved state of the document. Versions are immutable and separate from workspaces. Create a version to capture a workspace at a particular point in time. You can open and branch a version.

  Indicated by normal text and a solid dot on the version graph.

• Workspace - A modeling/design space.

  The active workspace is indicated by a blue box to the left of it in the version graph list, and an open dot at the end of the associated branch.

• Branch - Where the document is split and a new workspace is created. A branch can have zero or more versions, and up to one workspace. You can open and delete a branch.

  Indicated by bold and italic text and a dot on the version graph. If the dot is open, the branch has one associated workspace. If the dot is closed, the workspace associated with that branch has been deleted.

Merge lines

All merges are displayed explicitly in the Versions and history graph, which updates automatically as changes are made to the document.

Showing and hiding merge lines

To make the Versions and history graph easier to visualize, toggle the Show/Hide merges and Show/Hide automatic versions buttons as needed:

A Versions and history graph with merge lines and automatic versions shown on the Onshape browser application (above).

A Versions and history graph with merges hidden on the Onshape browser application (above).

A Versions and history graph with automatic versions hidden on the Onshape browser application (above).

Merge lines example

The example below shows a complex Versions and history graph with several branches. Each branch was created from the Main workspace, and then individual work was done on each branch. As work on each branch was completed, the branches were merged back into Main. The flow of lines to and from the Main branch shows the merging workflow, making it easy to see which changes were merged when.

A Versions and history graph with several branches shown on the Onshape browser application (above).

To automatically scroll to the top or bottom of a branch, right-click on a branch to access the context menu and select either the Scroll to branch top or Scroll to branch bottom option.

如果文件版本中包含已發佈的自訂特徵，系統會在「版本與歷程」圖表的版本節點周圍顯示括弧指標 ({})：

詳細資訊請參考發佈自訂特徵。

搜尋歷程記錄可讓您搜尋所有版本與分支間的歷程記錄項目。根據您的搜尋字詞，出現的結果會是經篩選的項目清單。搜尋中不會包含版本名稱與版本說明。

搜尋歷程記錄：

1. 在「搜尋歷程記錄」欄位中輸入搜尋字詞。系統會在「版本與歷程」清單中顯示包括搜尋字詞的所有歷程記錄項目：

   

在搜尋時會出現來自所有分支的結果，即使您已在搜尋欄位上方選擇了「啟用中的分支」。

2. 您可以選擇性地進一步縮小搜尋範圍，按一下「搜尋歷程記錄」欄位中的下拉箭頭，這樣可讓您使用下列準則篩選搜尋結果：

   

• Tab - Narrow the search by selecting a specific document tab. Default is Any tab.

• Tab types - Narrow the search by selecting either Part Studio, Assembly, or Drawing. Default search uses all tab types. Click the Clear button to reset the tab type filter. Both tab types are included in the search.

• Modified by - Narrow the search by selecting the person who made the history change. Options are Only me, Not me, or Any (default).

• Date modified - Narrow the search by selecting the Start and End dates. Default searches all dates.

3. Once the criteria are selected, click the Search button. The search term is filtered according to the new criteria. At any point, you can click the Reset button to set all filter criteria to their default values.

「篩選分支」按鈕會改變顯示在您版本圖表中的分支為何。

篩選分支：

1. 開啟「版本與歷程」面板。
2. 按一下「篩選分支」按鈕。
3. 選擇一個篩選器選項：
   • Show all branches - Display all branches in the Version graph. Default view.

     

   • Show all branches with workspaces - Hide all branches that belong to deleted workspaces. In the image below, you'll see that the bottom green branch (in the image above) has been hidden. This option can be used to clean up large version graphs.

     

   • 顯示目前分支 - 僅顯示目前的分支。

     

   • Show current branch with parent branches - Display only the current branch and its parent branches.

     

You can open the Versions and history panel from the Documents page or from within the document:

• From the Documents page - Select the Information panel icon that corresponds with the document for which you want to open the Versions and history panel, then tap Versions.
• From within the document - Tap the Versions and history icon

• The Versions and history panel displays the default version graph for a document,
• A Main workspace and a Start version exist by default.
• Tap to switch between viewing All branches and the Active branch (workspace that is active, or open, in the graphics area).
• Tap Create version to create a version.
• Tap the X to close the Versions and history panel.

The graph displays all versions and workspaces of a document, in tree form. The graph is color-coded by branch. Each branch is one color, and every branch ends with a workspace, which are depicted as open dots. Branch names are shown with bold and italic text. Versions are depicted as solid dots, and normal text, and are View-only.

The active branch, which is the currently open workspace, is indicated by a blue highlight. In the image above, branch B1 is the active branch.

• Version - A named and saved state of the document. Versions are immutable and separate from workspaces. Create a version to capture a workspace at a particular point in time. You can open and branch a version.

  Indicated by normal text and a solid dot on the version graph.

• Workspace - A modeling/design space.

  The active workspace is indicated by a blue box to the left of it in the version graph list, and an open dot at the end of the associated branch.

• Branch - Where the document is split and a new workspace is created. A branch can have zero or more versions, and up to one workspace. You can open and delete a branch.

  Indicated by bold and italic text and a dot on the version graph. If the dot is open, the branch has one associated workspace. If the dot is closed, the workspace associated with that branch has been deleted.

建立文件的一個版本：

1. Open the Versions and history panel .
2. Tap the workspace or branch from which to create a version to select it.

工作區 (分支) 會以空心圓點來表示。

3. 輕觸 。
4. Add a name and description for the version, then select Create version.

   

5. The newly created version appears in the Versions and history panel.
   

建立文件的一個分支：

1. Open the Versions and history panel .
2. Tap the three-dot menu icon next to the version (other than Main) you want to branch from (Start, in the image below), then tap Branch to create workspace.

   

3. Add a name and description for the branch, and then select Create workspace.
4. The newly created branch appears in the Versions and history panel.
   

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。

將版本還原至目前啟用的工作區中：

1. Open the Versions and history panel .
2. Tap the version you wish to restore to.
3. Tap the three-dot menu icon next to the version you want to restore, then tap Restore to [Target].

   

For more information about restoring versions, see Document Management.

You can open the Versions and history panel from the Documents page or from within the document:

• From the Documents page:

  Select the Information panel icon that corresponds with the document for which you want to open the Versions and history panel. From here tap Versions.

• From within the document:

  Tap the Versions icon in the upper left:

  

• The Versions and history panel displays the default version graph for a document, notice there is a Main workspace, and a "Start" version by default.
• There are two icons in the upper right of the Versions and history panel:

- 建立一個版本

- Close Versions and history panel

• Tap to switch between viewing All branches and the Active branch (workspace that is active, or open, in the graphics area):

The graph displays all versions and workspaces of a document, in tree form. The graph is color-coded by branch. Each branch is one color, and branch names are shown with bold and italic text. The workspace associated with a branch is displayed as an open dot. Versions are depicted as solid dots, and normal text, and are View only.

The active branch, which is the currently open workspace, is indicated by a blue box around the title. In the image above, the branch titled b2 is the active branch as is indicated by the blue box around it and to its left.

• Version - A named and saved state of the document. Versions are immutable and separate from workspaces. Create a version to capture a workspace at a particular point in time. You can open and branch a version.

  Indicated by normal text and a solid dot on the version graph.

• Workspace - A modeling/design space.

  The active workspace is indicated by a blue box to the left of it in the version graph list, and an open dot at the end of the associated branch.

• Branch - Where the document is split and a new workspace is created. A branch can have zero or more versions, and up to one workspace. You can open and delete a branch.

  Indicated by bold and italic text and a dot on the version graph. If the dot is open, the branch has one associated workspace. If the dot is closed, the workspace associated with that branch has been deleted.

建立文件的一個版本：

1. Access the Versions and history panel.
2. 開啟要從其中建立版本的工作區 (或分支)。

工作區 (分支) 會以空心圓點來表示。

要開啟工作區，請輕觸來選擇所要的工作區，然後輕觸開啟的圖示。

3. 輕觸 。

4. Add a name and description for the version, then select Create.
5. The newly created version appears in the Versions and history panel:

   Tap on a version to see details and options such as Open and Branch.

   

建立文件的一個分支：

1. Access the Versions and history panel.
2. 輕觸來選擇要從其中建立分支的版本：

   

3. 輕觸分支的圖示：

   

4. Add a name and description for the branch, and then select Create.
5. The newly created branch appears in the Versions and history panel.

   Note that both b2 and Main are branches and are indicated as such by the bold and italic text as well as the open dots in the version graph.

   同時注意到 "v1" 與 "Start" 都是已儲存的版本，在版本圖表中以正常文字與實心圓點來指明。

   The branch titled Main has two versions, "v1" and "Start", as is indicated by the blue color of the line. Branch titled b2 does not yet have any saved versions, it is the only item on the yellow line.

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。

將版本還原至目前啟用的工作區中：

1. Open the Versions panel.
2. 輕觸您要還原的版本。
3. Tap the restore icon at the top of the panel.

For more information about restoring versions, see Document Management.