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