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
Solved! Go to Solution.
Solved by smithmat. Go to Solution.
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.
Chris Benner
Inventor Tube & Pipe, Vault Professional
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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
To set the category that gets assigned to a file
To set what lifecycle the file gets put in based on the category:
To set what the intial state is for a lifecycle defintion
Hope that helps,
- Matt
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
Thanks for following up Matt! I got sidelined and never got back to this one. 😞
Sorry to leave you hanging Marcel!
Chris Benner
Inventor Tube & Pipe, Vault Professional
Cad Tips Tricks & Workarounds | Twitter | LinkedIn
Autodesk University Classes:
Going With The Flow with Inventor Tube and Pipe | Increasing The Volume with Inventor Tube and Pipe | Power of the Autodesk Community | Getting to Know You | Inventor Styles & Standards |Managing Properties with Vault Professional | Vault Configuration | Vault - What is it & Why Do I Need It? | A Little Less Talk - Tube & Pipe Demo | Change Orders & Revisions - Vault, Inventor & AutoCAD | Authoring & Publishing Custom Content