I miss a prompt that warns me if I close down a file that has not ever been checked in. This should be especially helpful for new made drawings sins the system does not include detail drawings when checking in main assembly.
When creating and working with lifecycle states, I want to be an environment like this...
Something with boxes and arrows that I can drag around. I graphical approach like this is easier to work with and provide an easy way to see how files get routed through the entire lifecycle.
If a user accidently makes a change state of a model from Released to Work In Progress, it will increment the revision, and then leave us with no way to go back to the previous revision. I understand why you would do this, as we shouldn't be going backwards with Revisions, so I don't believe every user should have access to this functionality, but an Administrator should be able to override the Revision if they determined there was a mistake made and we need to go backwards.
Folder and lifecycle state security is a useful feature, but it can be really hard to use. For example, it's hard to find out which users have access to which folders. Likewise if a user doesn't have access, it can be hard to figure out why. If you are managing many folders, you are forced to manage them one at a time.
One possible improvement to provide a view like in the Effective Folder Permissions app, which unrolls the security settings to show a per-user view.
Getting existing vaulted Inventor data ready to release with regard to properties can be a big task. One problem is that while you can use the 'Uses' tab to edit properties of all models, there is no search to display ALL parents. The entire dataset is viewable in the Get/Checkout and Change State dialogues, but you can't edit the properties from there. It would be great to see the whole dataset and be able to edit properties on models and drawings prior to releasing. It's easy if all drawings are in one folder, but this is rarely the case.
My request would be to replace the Uses and Where used tabs and have a 'Relationships' tab that can be configured like the Get/Checkout dialogue to show dependants, parents, library files and attachments. These files could then be selected and properties edited to ensure compliance prior to release.
We found a terrible limitation of Vault regarding Folder security. If you define a folder security to deny access to a group of user, this groups can even found files in this folder because the file lifecycle give this right.
This limitation has no sense. If the folder deny access to a group of users, all files in this folder must be denied too.
Actually, the only workaround I found is to create a specific lifecycle for files in this folder but this became very complicated.
How Vault must works: ACL on a files must be a combination of all ACL show example in attach.
Along the same lines as auto numbering (or Auto naming) should be included with copy design, there should also be the control of file category management.
There should be the ability to manage the current category, to be moved/changed to another category.
ie. R&D files copied to be used for production.
Usually there are more than one category / lifecyle that files will have to be managed with.