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Configurations + Release Management: Search, Revisions, and BOMs Don’t Reliably Match Released Data

Configurations + Release Management: Intended Workflow vs. Reality (Manufacturing-Critical Issue)

Hi everyone,

I want to document a real production workflow we use with configurations and Release Management in Onshape, explain where it currently breaks, and hopefully involve more people from the community who may be experiencing the same problems.

This post is not about blaming—it's about clarity, risk, and alignment between design intent and released data.

Intended Workflow (How It Should Work)

Use case:
A single configurable part (e.g. length-based extrusion) where each configuration represents a real manufactured SKU.

Expected process

Create a Part Studio

One part

Configuration variable (e.g. LENGTH)

Assign part numbers per configuration

Each configuration = unique part number

Insert into assemblies

Assemblies reference specific configurations

Release parts

Release management controls revision

Configuration → Part Number → Revision

Search & reuse

Search by part number

Open exactly what was searched

Export BOM

BOM CSV filename and content reflect correct part number

This is a very standard manufacturing workflow.

Where the Workflow Breaks (Observed Issues)

  1. Document Search Opens the Wrong Configuration

Searching Released only + Part Number correctly finds the item

Clicking it opens the last opened configuration, not the searched one

Mouse-wheel click opens the correct configuration (inconsistent behavior)

➡️ This alone is extremely dangerous.

  1. Release Management Can Enter an Unrecoverable State

We’ve repeatedly hit cases where:

A configuration ends up with:

Empty or locked part number

Uneditable revision property

Error shown:

“Item has an un-editable required property”

At this point:

The configuration cannot be released

Only workaround is:

Create a new version

Reinsert into all assemblies

Update references everywhere

➡️ This causes mass downstream breakage.

  1. Revision Logic Is Not Configuration-Safe

Observed behavior:

Revisions are tied to versions, not cleanly to configurations

Releasing from a newer version conflicts with earlier revision states

Error messages are technically correct—but misleading in practice

Even when:

A new part number is created

A new revision (Rev B) is intended

➡️ The system blocks valid manufacturing intent.

  1. BOM CSV Export Uses the Wrong Part Number

Exported BOM filenames often reflect:

Last opened configuration

Not the released / selected one

➡️ This has already caused near-miss manufacturing errors.

Why This Is a Serious Problem

This is not a UI inconvenience.

This is:

❌ Wrong parts opened

❌ Wrong BOMs exported

❌ Wrong files sent to manufacturing

❌ Real financial risk (scrap, rework, delays)

We have almost manufactured incorrect parts multiple times solely due to these inconsistencies.

Current Official Status (from Onshape Support)

This is acknowledged as a long-standing improvement

Not classified as a simple bug

Fix is in QA

No guaranteed release date (understandably, due to agile process)

That transparency is appreciated—but the impact is severe enough that community visibility matters.

What I’m Hoping to Learn From the Community

Are other teams:

Using configurations as SKUs?

Releasing configured parts?

Have you experienced:

Search opening wrong configurations?

Un-releasable configurations?

Have you found:

Safe workflows?

Hard rules to avoid corruption?

Do you avoid configurations entirely because of this?

Suggested Discussion Topics

Should configurations be first-class release objects?

Should search results open the exact configuration, always?

Should BOM exports be configuration-locked?

Should revisions be explicitly configuration-scoped?

Closing

Configurations are one of Onshape’s most powerful features—but only if released data is deterministic.

Right now, the mental model users are encouraged to follow does not reliably map to the system’s internal behavior.

I’m posting this to:

Make the failure modes visible

Share real manufacturing impact

Encourage discussion before more teams get burned

Looking forward to hearing how others are handling this—and hoping this helps prioritize a rock-solid solution.

Thanks for reading.

— Sergio

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