• Vault Professional

Using lifecycle states in Vault

Update a Vault file using the Get command to check out the file and download it to the local working folder for editing.


00:03

A file residing in Vault can be updated by using the Get command, to check out the file

00:09

and download it to the local working folder for editing.

00:13

To do this, right-click the file to be updated and select Get.

00:19

Expand the dialogue box, then we'll select the Check Out icon.

00:27

Since by default the Get command downloads only a read-only version of the file to the working folder without checking it out,

00:35

a check mark is added to the Check Out column.

00:41

You can change any options related to the children, to the parents, and to the related documentation,

00:48

and optionally, you can add a comment describing why you are checking out the file.

00:53

You are also shown the check out count and the download count.

00:59

Click OK when finished.

01:04

The file has been checked out as shown by the check mark,

01:08

and now you can open it in the CAD application (in this case Inventor) and make the edits.

01:16

We'll make a change to the shaft from 12 inches to 20 inches.

01:25

Once the change is made, we can check it back into the Vault for others to access.

01:32

In the Vault tab, select Check In, Yes to save, and then enter a comment (“Changed length”),

01:45

and then click OK when finished.

01:49

Now going back to Vault after doing a refresh, you can see that the file has been checked in,

01:58

and you can see the longer shaft length in the thumbnail and the comment indicating the changed length.

02:07

Now right-click the file and select Change State..., and we'll select For Review, since the file is now ready for somebody to review.

Video transcript

00:03

A file residing in Vault can be updated by using the Get command, to check out the file

00:09

and download it to the local working folder for editing.

00:13

To do this, right-click the file to be updated and select Get.

00:19

Expand the dialogue box, then we'll select the Check Out icon.

00:27

Since by default the Get command downloads only a read-only version of the file to the working folder without checking it out,

00:35

a check mark is added to the Check Out column.

00:41

You can change any options related to the children, to the parents, and to the related documentation,

00:48

and optionally, you can add a comment describing why you are checking out the file.

00:53

You are also shown the check out count and the download count.

00:59

Click OK when finished.

01:04

The file has been checked out as shown by the check mark,

01:08

and now you can open it in the CAD application (in this case Inventor) and make the edits.

01:16

We'll make a change to the shaft from 12 inches to 20 inches.

01:25

Once the change is made, we can check it back into the Vault for others to access.

01:32

In the Vault tab, select Check In, Yes to save, and then enter a comment (“Changed length”),

01:45

and then click OK when finished.

01:49

Now going back to Vault after doing a refresh, you can see that the file has been checked in,

01:58

and you can see the longer shaft length in the thumbnail and the comment indicating the changed length.

02:07

Now right-click the file and select Change State..., and we'll select For Review, since the file is now ready for somebody to review.

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