Step 1 – Open the spreadsheet to find the section where the first part will be created. This will tell you where to navigate in the OnShape folders. Take advantage of the time to select the Combined Name/URL of the first part to create and copy it.
Step 2 – In OnShape find the folder which has the template part. Remember how you got here because you will have to navigate to it later.
Step 3 – Click on the folder which will hold the configured parts
Step 4 – Since this is the first configured part, the folder should be empty.
Step 5 – Select Create … Document to create the document for the part
Step 6 – Paste in the combined name/URL you copied in the first step
Step 7 – Then shift select the URL portion
Step 8 – And press delete leaving you with only the name portion
Step 9 – Click OK to get the new document created
Step 10 – Select Document Properties
Step 11 – And paste in the combined part name/URL
Step 12 – Find the tab before the URL and select it.
Step 13 – Press return to change the tab to a carriage return
Step 14 – And then select the name portion. In general you should be able to press up arrow and shift-right arrow to select the line. Copy the name portionn
Step 15 – For the Part Studio, select “Select as document thumbnail”
Step 16 – Then also select Rename
Step 17 – And paste in the combined name
Step 18 – Right click on the Assembly1 tab and select Delete
Step 19 – Click on the Origin in the features
Step 20 – Shift click on the Right plane and right click to select Hide
Step 21 – To insert the part, click on the derived icon. It looks like a pair of steps with a curved arrow pointing at the bottom step
Step 22 – The Derived dialog will come up
Step 23 – Click on Other documents
Step 24 – And navigate to where the template document is and click on it
Step 25 – You should see the configurable part with one or more dropdowns corresponding to the configuration options.
Step 26 – Select the correct options for the part. In this case it is 36 teeth and a face thickness of ⅛”
Step 27 – Click on generate
Step 28 – Eventually the green check will turn bright green so that you can click on it.
Step 29 – Once the arrow has turned green, you can click on it even through it may still be saying “Generating Preview”
Step 30 – Once you click, the part should appear in the main window.
Step 31 – Press shift-7 to switch to the nice isometric view
Step 32 – And rename the Derived part to something more meaningful.
Step 33 – In this case, we called it Gear. This name should be pretty generic but indicate what the derived part is. You don’t want to call it specific to the part (36 Tooth) because you will be copying this template to other parts.
Step 34 – Click on Create Version
Step 34 – And accept whatever version it gives you by clicking Create. Typically this will be V1.