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Vendor/Customer Sharing

brucebartlettbrucebartlett Member, OS Professional, Mentor Posts: 1,834 PRO
edited May 2018 in Product Feedback
Once again I am saving files out to dropbox and every time I ask myself why am I doing this, isn't the whole point of cloud CAD to alleviate this? Why can't I just store file's in my Onshape doc and give folk a list of links? or why can't I share an openBOM with links to Onshape drawings and parts?

But every time I come to the conclusion for a number of reasons it's better to just save it out share or link to the files or folders in Dropbox or Google drive. Some of the Onshape issue's include:

  • I don't want to share my whole document with the vendor just parts of it. I know I can break it into small docs and share but that's just too much work.
  • It comes up in an unfamiliar format which vendors don't get, Dropbox or google drive comes with no questions. (I am sure this will change over time as vendor become trained familiar) 
  • I don't want multiple vendors seeing who the other vendors are.
  • Drawings are slow to load in Onshape where as a pdf in google drive opens 8x quicker. (I know Onshape are actively working on Improving speed here.)
  • No way to view in 3d or download a part independently of the part studio. 
  • I am not real keen on sharing my whole document by "anyone with link". 
I'd love to hear other experiences and workflows. Also what Vendors want to see shared for a bid.



Engineer ı Product Designer ı Onshape Consulting Partner
Twitter: @onshapetricks  & @babart1977   
Tagged:

Comments

  • emagdalenaC2iemagdalenaC2i Member, Developers Posts: 528 ✭✭✭✭✭
    edited May 2018
    I totally agree with you
    • I don't want to share my whole document with the vendor just parts of it. I know I can break it into small docs and share but that's just too much work.
    Actually I don't break a document in small docs. I just prefer to create a single new document and duplicate & move tabs or create derived parts from the original document.
    So I can create a new document only with the information I want to share with a kind of vendor (like CNC, sheet metal parts, etc.)
    • It comes up in an unfamiliar format which vendors don't get, Dropbox or google drive comes with no questions. (I am sure this will change over time as vendor become trained familiar) 
    You can share that document with a vendor and include a personal message to explain the tabs of the document, how to export the files, etc.
    • I don't want multiple vendors seeing who the other vendors are.
    I will love to create a team that let me keep other team members invisible, but right now the best way is to share the document with several Individuals instead of a team
    • Drawings are slow to load in Onshape where as a pdf in google drive opens 8x quicker. (I know Onshape are actively working on Improving speed here.)
    You can add the PDF as tabs as well
    • No way to view in 3d or download a part independently of the part studio. 
    You can create a new Part Studio with a derived part from the original document.
    Even if you change the original part the derived part will update properly.
    • I am not real keen on sharing my whole document by "anyone with link". 
    As I mentioned before, rigth now the best way is to share the document with several Individuals instead of a team
    Un saludo,

    Eduardo Magdalena                           C2i Change 2 improve                           ☑ ¿Por qué no organizamos una reunión online?   
                                                                 Consulting Partner de Onshape                                      Averigua a quién conocemos en común
  • philip_thomasphilip_thomas Member, Moderator, Onshape Employees, Developers Posts: 1,245
    Bruce / Eduardo - this is great feedback and yes, we absolutely will be supporting these workflows.
    I am sitting next to the chap that is scoping this functionality and he has asked that all interested parties please submit Feedback tickets so that we can keep an accurate tally and know whom to notify when we complete the work.
    Thank you both for your input.
    Philip Thomas - Onshape
  • brucebartlettbrucebartlett Member, OS Professional, Mentor Posts: 1,834 PRO
    edited May 2018
    Thanks, @emagdalenaC2C, you have some good points here to solve these problems but we shouldn't have to go to so much effort to share with a vendor. If we are going to have to move tabs breaking up document structure, copy or derive our documents, it becomes easier just to save out to Dropbox, however, to share by a method other than Onshape just seems wrong when this is what the platform is designed to do. 

    One solution may be the ability to tag tabs or folders within a document for a specific share.  

    When in dropbox if I share a file the user can not see the rest of my folder, I want a share like this in Onshape which allows only a specific tab and version. 

    Dropbox also has these setting you can add when sharing an individually file. 
    Engineer ı Product Designer ı Onshape Consulting Partner
    Twitter: @onshapetricks  & @babart1977   
  • brucebartlettbrucebartlett Member, OS Professional, Mentor Posts: 1,834 PRO
    edited May 2018
    Bruce / Eduardo - this is great feedback and yes, we absolutely will be supporting these workflows.
    I am sitting next to the chap that is scoping this functionality and he has asked that all interested parties please submit Feedback tickets so that we can keep an accurate tally and know whom to notify when we complete the work.
    Thank you both for your input.
    Thanks, Philip.  I think I have some ticket running on this already but hope others also get involved in this discussion and add their own tickets so we can get you as much info and use cases as we can, so all bases are covered.   
    Engineer ı Product Designer ı Onshape Consulting Partner
    Twitter: @onshapetricks  & @babart1977   
  • owen_sparksowen_sparks Member, Developers Posts: 2,225 PRO
    ...the chap that is scoping this functionality and he has asked that all interested parties please submit Feedback tickets...
    Donedefied.  Cheers folks :)

    Owen S.
    Production Engineer
    HWM-Water Ltd
  • bruce_williamsbruce_williams Member, Developers Posts: 315 PRO

    So I would like to tag on for knowing how/when this resolves.  My issue is not so much Vendor as Customer sharing and yet I think that is same.

    @philip_thomas   You suggested "all interested parties please submit Feedback tickets".  Could you explain when Feedback should be used vs. Improvement Request on the forum?   If we should use Feedback in this case how should it be referenced?  Give a link to this thread?  or something else?
  • philip_thomasphilip_thomas Member, Moderator, Onshape Employees, Developers Posts: 1,245
    @bruce_williams - Good Questions.

    An improvement request is a poll of all interested parties. We aggregate this number and use it to help rank the functionality requests.
    No specific individual is recorded and we do not reach out to individuals that vote on the IR.
    A feedback ticket is available to Pro Users only and we tally these separately - it helps us understand what Pro users are saying they need and helps us filter out those needs from the 'noise'. We also individually tag those accounts - 'THIS person is looking for . . . '. If we have further questions, we may reach out to individuals that submitted like tickets. When we do something that addresses a ticketed issue, we send an email to all Pro users that submitted a like ticket.

    As a Pro user, i would def submit tickets for anything you 'need' - feel free to vote on IR's as well.

    I hope this helps.
    Philip Thomas - Onshape
  • brucebartlettbrucebartlett Member, OS Professional, Mentor Posts: 1,834 PRO
    My issue is not so much Vendor as Customer sharing and yet I think that is same.

     Bruce, Let me update the title.
    Engineer ı Product Designer ı Onshape Consulting Partner
    Twitter: @onshapetricks  & @babart1977   
  • bruce_williamsbruce_williams Member, Developers Posts: 315 PRO
    @philip_thomas - Thanks, nice explanation.
    @brucebartlett - Perfect.   :)
  • brucebartlettbrucebartlett Member, OS Professional, Mentor Posts: 1,834 PRO
    I wonder if with the release of Onshape Enterprise we will see some improvements to the Vendor and Customer sharing issues I highlighted in the original post. Like I said I hate saving out to other cloud platforms but it's what I have to do atm to get the job done. 
    Engineer ı Product Designer ı Onshape Consulting Partner
    Twitter: @onshapetricks  & @babart1977   
  • emagdalenaC2iemagdalenaC2i Member, Developers Posts: 528 ✭✭✭✭✭
    There is a Guest User Access in Onshape Enterprise so a company can add other users (external users) to their projects, folders and documents...
    But I think that the sharing options are the same
    Un saludo,

    Eduardo Magdalena                           C2i Change 2 improve                           ☑ ¿Por qué no organizamos una reunión online?   
                                                                 Consulting Partner de Onshape                                      Averigua a quién conocemos en común
  • philip_thomasphilip_thomas Member, Moderator, Onshape Employees, Developers Posts: 1,245
    Gentlemens - yes, Enterprise has some neat capabilities ('Guest' users is just one such example).
    That said, we are looking at very specific solutions to this issue - we hear you :)
    Philip Thomas - Onshape
  • brucebartlettbrucebartlett Member, OS Professional, Mentor Posts: 1,834 PRO
    Thanks @philip_thomas much appreciated, sorry to be that squeaking door. 
    Engineer ı Product Designer ı Onshape Consulting Partner
    Twitter: @onshapetricks  & @babart1977   
  • philip_thomasphilip_thomas Member, Moderator, Onshape Employees, Developers Posts: 1,245
    Bruce - I am sure that 'door' is far from the worst thing you have been called! ;)
    Philip Thomas - Onshape
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