Release Management, Finding Released Items

brucebartlett · April 2019

I am using release management on a project at the moment and wondering if anyone has tips on finding released parts within a document. I just want to be able to select the document and surface all the latest releases without having to navigate to the versions. I know I can use the search but you have to know specific part name or number which I don't always have.

jakeramsley · April 2019

brucebartlett said:

I am using release management on a project at the moment and wondering if anyone has tips on finding released parts within a document. I just want to be able to select the document and surface all the latest releases without having to navigate to the versions. I know I can use the search but you have to know specific part name or number which I don't always have.

Hi brucebartlett,

When you say "finding released parts within a document" are you talking about the version + tab where the released part/assembly/etc is defined or where they are consumed?

brucebartlett · April 2019

@jakeramsley , I am just looking for a good workflow to find release items within a product structure. I normally like to find stuff by going to my top-level model clicking on items to navigate into the product's structure to find the required details. There is no way that I can see to go from a part or sub-assembly in the top level model straight to the latest approved part or sub-assembly, then to the latest approved drawing, at the moment I have to find the part or sub-assembly, check property details then transfer this into a search at the home screen in another browser tab .

adrian_vlzkz · April 2019

Have not foung any good/practical way of doing this, I have submitted some enhancement requests. My idea is that there should be a panelsimilar to the Tab managager, but it would be the Release Manager, where it would list the Release and/or Version opened/referenced in the active workspace. That way you could go to your top level assembly and get a full view of status for each component.

brucebartlett · April 2019

adrian_velazquez said:

My idea is that there should be a panelsimilar to the Tab managager, but it would be the Release Manager, where it would list the Release and/or Version opened/referenced in the active workspace. That way you could go to your top level assembly and get a full view of status for each component.

Yes, this sounds like exactly what I want.

Like in this image when you click the black triangle but it searches through all versions, not just the one you have open and maybe it would also be helpful to have a way to order into product structure, however that may need to be outside of the document to combine items from across documents and released versions.

Image: https://us.v-cdn.net/5022071/uploads/editor/x4/xqmx8efin9v7.png

adrian_vlzkz · April 2019

brucebartlett said:

Like in this image when you click the black triangle but it searches through all versions, not just the one you have open and maybe it would also be helpful to have a way to order into product structure, however that may need to be outside of the document to combine items from across documents and released versions.

One of the ideas that we threw around along those lines was to have have a Release Management Section in the Home page (In addition to Activity, Documents, and Analytics) were you would be able to visualize and/or organize in a central place all your Releases without being on a specific Document.

tim_hess427 · April 2019

I just want to voice my support for development in this area. We're trying to figure out the best way to manage branches, versions, and releases. Better visibility into releases and released parts would definitely be helpful.

brucebartlett · April 2019

Image: https://us.v-cdn.net/5022071/uploads/editor/vq/x8kx4a1odim6.png

I just found that when you insert a part from a document with releases and click the black triangle it shows a list of all the latest release parts and assemblies and also places the rev level in brackets to the side. I really like this but would like to see a similar way to navigate parts/assemblies/drawings outside of the assembly insert dialogue.

adrian_vlzkz · April 2019

brucebartlett said:

I just found that when you insert a part from a document with releases and click the black triangle it shows a list of all the latest release parts and assemblies and also places the rev level in brackets to the side. I really like this but would like to see a similar way to navigate parts/assemblies/drawings outside of the assembly insert dialogue.

And would like to see the Revision Number listed not just the Triangle

michael_bromley · April 2019

Count me in as well. This is one of my bigger issues with the releases. It is too hard to figure out the current status of the document (parts, assemblies, darwings) and their release status. A high level view such as that assembly insert view with some additional columns would be great to have.

PeteYodis · April 2019

@michael_bromley

Can you tell me which additional "columns" would be important for you? I assume you want some sort of search/filter based on certain metadata.

brucebartlett · April 2019

@michael_bromley @adrian_vlzkz @PeteYodis On the insert dialogue the revision is included in brackets after the part number. This seems to be a little different to normal where the part name shows up with no revision.

Jeffrey_Baxter · May 2021

Getting metadata out of Onshape about released status of materials would be very helpful.

david_rubli136 · November 2021

adrian_vlzkz said:

Have not foung any good/practical way of doing this, I have submitted some enhancement requests. My idea is that there should be a panelsimilar to the Tab managager, but it would be the Release Manager, where it would list the Release and/or Version opened/referenced in the active workspace. That way you could go to your top level assembly and get a full view of status for each component.

I would actualy prefer a list like the Items

david_rubli136 · November 2021

Are there any IR for this topic? If not, we shoul make one.

Natan_Jackel · August 29

Any news on this topic since 2021?

S1mon · August 29

See List View.

adrian_vlzkz · August 29

https://forum.onshape.com/discussion/comment/106354#Comment_106354

List View was a great step, but still needs a lot of functionality to be more useful.

Current main limitations:

-Having to navigate to the corresponding folder of the Assembly
…Ideally you could search or filter your Documents environment, and see the results in Structure View
….-Having to navigate deep into folders feels very counter intuitive in a system like Onshape
-Only available for Released Items
….This renders it useless for early development, when designs are not in Revised State (Only Versions)
-No Ability to access a Structure/List View from within the Document environment
….We need a Panel similar to the Tab Manager to see list/structure views

Release Management, Finding Released Items

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