Default Vault check-in status

[Marcel_]

Hello,

since our new Vault setup all files we check into Vault for the first time are checked in with status "obsolete" (for models) or "released" (for drawings).

I thought that I now understand the Lifecycles since I assisted in the setup, but this seems strange to me and I cannot find where to change the default check-in status for files. I'm sure there must be an option. Could you please help me out?

thanks!

Marcel

[Marcel_]

Hello,

since our new Vault setup all files we check into Vault for the first time are checked in with status "obsolete" (for models) or "released" (for drawings).

I thought that I now understand the Lifecycles since I assisted in the setup, but this seems strange to me and I cannot find where to change the default check-in status for files. I'm sure there must be an option. Could you please help me out?

thanks!

Marcel

[cbenner]

First thing we need is.... what version and flavor of Vault are you setting up?  That could make a big difference.

But it seems this is probably due to category assignments.  Category assignment rules can force a new file into a certain category.  These categories are then assigned to a specific lifecycle definition, and in that definition the file will take whatever is set as the default state for new files.

[Marcel_]

hi Chris,

I am setting up Vault professional 2014.I am not sure what you mean by flavor?

Yes exactely, we are using category assignments (that I did not set up myself). Could you please indicate where I find these default states for new files within the category Assignments?

thank you!

Marcel

[smithmat · Accepted solution]

To set the category that gets assigned to a file

• Tools->Administration->Vault Settings->Behaviors->Rules
• Change top combo to "File Rules"
• Here you can change the Default rule for category assignment or create a new rule

To set what lifecycle the file gets put in based on the category:

• Tools->Administration->Vault Settings->Behaviors->Categories
• Choose the category.
• In the bottom Behavior pane, click "Assign"
• You can add Lifecycles to this category as well as set the default Lifecycle definition for this category.

To set what the intial state is for a lifecycle defintion

• Tools->Administration->Vault Settings->Behaviors->Lifecycle
• Pick the Lifecycle definition you want to change
• Click edit.
• In Lifecycle Details pane right click on state you want to be default and choose "Set Default"

Hope that helps,

- Matt

[Marcel_]

Hi Matt,

wow thanks for this very helpful overview. When adapting the lifecycles last time I went from top (work in progress) to bottom (obsolete / published) and just by editing these last, they were automatically set as standard.  🙂

thanks again,

Marcel

[cbenner]

Thanks for following up Matt!  I got sidelined and never got back to this one.  😞

Sorry to leave you hanging Marcel!