• Vault Professional

Understanding and changing lifecycle states

Describe the three types of lifecycle states for files in Vault.


00:03

To manage design data, you can control the various stages from design to manufacturing.

00:09

To do this, you mark an item using a file state, or more specifically, a file's lifecycle state.

00:16

This represents a certain point in the lifecycle of the file.

00:20

Common lifecycle states include Work in Progress, For Review, and Released.

00:26

Lifecycle states are set up by a Vault administrator.

00:30

In each lifecycle state, the ability to view and modify project data is specified.

00:35

So, for example, when a file is in the Released state, users will not be able to make changes to the file in this state.

00:43

Vault can also be configured to automatically create a new revision with a state change.

00:49

For example, when moving from a Released state to a Work in Progress state,

00:53

the revision can be configured to automatically change from revision A to B, or B to C, etc.

01:00

In the example I have shown here, I have a part file that is currently in the Work in Progress state,

01:07

and I want to move it to the For Review state.

01:10

First in Vault, I look at the file and then initiate the Change State command on the right-click menu.

01:17

In the Change State dialog box, you simply select the lifecycle state from the drop-down list.

01:22

In this case, for my part, I want to move it into the For Review state, so I am selecting that state.

01:30

In the lower portion of the dialog box, you can define options for how children and parents would be handled

01:36

and you can also enter a comment.

01:39

When finished, click OK.

Video transcript

00:03

To manage design data, you can control the various stages from design to manufacturing.

00:09

To do this, you mark an item using a file state, or more specifically, a file's lifecycle state.

00:16

This represents a certain point in the lifecycle of the file.

00:20

Common lifecycle states include Work in Progress, For Review, and Released.

00:26

Lifecycle states are set up by a Vault administrator.

00:30

In each lifecycle state, the ability to view and modify project data is specified.

00:35

So, for example, when a file is in the Released state, users will not be able to make changes to the file in this state.

00:43

Vault can also be configured to automatically create a new revision with a state change.

00:49

For example, when moving from a Released state to a Work in Progress state,

00:53

the revision can be configured to automatically change from revision A to B, or B to C, etc.

01:00

In the example I have shown here, I have a part file that is currently in the Work in Progress state,

01:07

and I want to move it to the For Review state.

01:10

First in Vault, I look at the file and then initiate the Change State command on the right-click menu.

01:17

In the Change State dialog box, you simply select the lifecycle state from the drop-down list.

01:22

In this case, for my part, I want to move it into the For Review state, so I am selecting that state.

01:30

In the lower portion of the dialog box, you can define options for how children and parents would be handled

01:36

and you can also enter a comment.

01:39

When finished, click OK.

Was this information helpful?