It would be a choice at to set that, when selecting open, one should come primarily to vault, if you use the vault. Similarly, in an assembly, then the place from vault to be the default, if you use the vault. In essence, if you use the vault so it shall be primary to open or place from vault
We want to move all files that are used by an assembly to a specific folder. Right now I have to use the "uses" tab, pick one file, go to folder an then drag and drop into the correct folder. I would like to move files from the uses tab in vault by drag and drop in to the correct folder
It would REALLLY save us a lot of time when dealing with old or contractor files if this limitation could be removed. See attached picture. If you can do this manually I dont see why it cant be done via a search select all and drag to new folder. This would save us many many hours.
When batch plotting inside Vualt Client, I would like the option to plot individual Autocad drawings to a single PDF file. Currently, Inventor drawings will do this automatically, since the sheets are a set within a single idw file. With Autocad drawings, however, we often have projects that may contain as many as 36 individual dwg files. Even if these are controlled by a sheet set or an Acad Electrical project, they batch plot from Vault Client as individual pdf files. These, then, have to be manually compiled into a single pdf for transmittal to customer, vendors etc.
The option, (checkbox perhaps) to compile them into a single pdf right in the plot window, would be a tremendous time saver.
It would be great if we could change the unanimous approval setting in an existing change order. There are times when the routing should be unanimously approved and other times when it should not. Currently, I believe we need two routing definitions to support this. It would be nice to offer this setting in the Open state for a Change Administrator to change when needed.
Currently, so I am told, there is no integration between Item properties and those in File Store on the same object.
Example: A file in File Store is at Revision 0, you assign it to an Item in the Item Master. In Item Master change the revision (manually or through an ECO or Lifecycle change), and push that revision out to the CAD file (idw or ipt etc). Make changes to the CAD file, save and check back in to Vault. The file in File Store is still at Rev 0, though the ITEM is at Rev 1.
Linked with this, the Vault Revision Table.... pulls it's Revision value from the File Store value... so if it's not in sync with Item Master... it becomes a useless tool.
It would be extememely helpful to add records in the search criteria for change orders. Currently you can only search on the number of items or file attachments to a change order. Frequently we need to be able to search for all change orders that affect a certain item or file. You can go to the Item Master and see the list of change orders for that item but many times my users are in the Change Order List and would prefer to search there on other criteria simultaneously as well. Am I missing an existing way to do this?
I have multiple vaults on my server and some users have access to multiple vaults. However I would like to be able to set the user to a Document Editor in 1 vault and a Document Consumer in a different vault. Currently the user would have Document Editor in all vaults that they have access to.