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4 Kudos

Use path as a condition

Status: Comments Requested
by Mentor on ‎10-30-2014 12:21 AM



Can you add the possibilité to use the path of the file for a condition (rules, transition).


This will be very usefull in this case:

Departement A works in $\designs\DepA => all files must fall in a DepA Category

Departement B works in $\designs\DepB => all files must fall in a DepB Category


Thanks in advance

Status: Comments Requested

Have you tried using Data Stanadards to see if this will do what you are requesting?

1 Kudo

Copy Design Improvements

Status: Implemented
by *Expert Elite* on ‎11-19-2014 08:32 AM

There is quite a bit of intellegence build into the "Copy Design" tool..... but, sometimes it is just too smart for itself.  Here is a case in point.

Say, I open a large assembly in Copy Design and I go thru all the items that are going to change and mark them as "Copy" (could be many 10,20,100 parts).  After this is done, I normally go and change the New File Name column to the new part number. Sometimes, these new part numbers already exists in the folder (unbeknowst to me... but Vault knows they exists).  Rather than Vault warning me that they exists, it just decides to change the action to "Replace".




Now, the next problem is after it changes this to "Reuse" and I change it back to "Copy".... all the children under the assembly is now "Copy".  The only way to fix that is to select each and every child.  On a large assembly, it it just better to cancel the Copy Design and just start over and not aggravate my carpal tunnel any more... thus lost work.




I would like for Vault to notify me that the filename already exists, rather than making the decision to change the action that I have already set for the file.





Status: Implemented
11 Kudos

Re-Index Properties NOT from Server

Status: Under Review
by *Expert Elite* on ‎06-23-2014 08:23 AM

I work at a company, where we don't have direct 'easily' attainable access to the Vault server.

A GREAT addition to the client 'admin' area, is the option to start a re-index of properties.  



Status: Under Review
32 Kudos

Email reminder for checked out files

Status: Accepted
by Contributor krystianwiatr on ‎11-05-2013 08:17 AM

I found this post on the forum:


that was back in 2008, and as far as I know there is still nothing like this available. I think it would really help manage vault files.




"I think it would be useful if PS would email users if they have a checked out file in Vault that has been checked out for more than X number of days/weeks etc without any activity (new checkin). I've found some people purposely or accidentally checkout a file and forget about it.
I tried having them create a saved search, but it needs to be more of a "in the face" reminder.

It could also be a popup when you login that says something like... "you have X number of files that have been checked out for X number of days, would you like to checkin the files now?" Granted this may be tougher since you will have to use Inventor to do the actual checkin."



Status: Accepted
95 Kudos

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.


12 Kudos

Backup or Exporting My Search Folders

Status: Accepted
by Distinguished Contributor miechh on ‎04-17-2014 02:46 AM

This is quite an annoying issue. I've created several Search Folders in Vault, which contain pretty complex search-parameters. Every time we migrate to a newer version of Vault (almost every year) I have to manually 'redesign' these search criteria... FOR EACH WORKSTATION THAT USES VAULT in our company!


It would be a great improvement of Vault Basic to incorporate a tool/function to export/backup AND import the search folders. Can't imagine other users don't think the same.

Status: Accepted
Are you referring to Saved Searches?
13 Kudos

We have a series of part numbering schemes created over the last couple years.

When viewing the number schemes in the Creation Tool, they are listed in alphabetical order.

However, when actually using the number schemes to create new part numbers, they are listed in order of creation. (See snapshot.)

It would be good to see this list in alphabetical (alphanumeric) order.


Note: This same behavior is seen with the ECO routing list.


Item Number Scheme.gif

1 Kudo

Add conditions for DWF Job Creation

Status: New Idea
by Mentor on ‎10-30-2014 12:17 AM



Can you add more fine tuning regarding action on transition.

By example, I want to create DWF for IDW only. Actually all files I release creates a DWF Job

(DWF for PDF, DWF for IPT, DWF for IAM, etc....).


Thanks in advance.

6 Kudos

Vault CUI Needed

Status: Future Consideration
by *Expert Elite* on ‎06-19-2014 08:06 AM

Just like in AutoCAD, where the CUI can manage any custom toolbars/ribbons/menus, we need a similar function with Vault.

A CUI interface is needed, so we can customize the Vault client how we would like it.


Managed / Customized by the Vault CUI:

  • Ribbons
  • Menus
  • Right-Click Menus
  • Default Workspace Sync Settings
  • Set default 'Saved Searches'
  • Set default 'Shortcuts'

This CUI should be associated to the 'Administration / Vault Settings' area.

55 Kudos

Recycle bin

Status: Future Consideration
by Active Contributor jbj on ‎07-17-2012 12:35 AM

Instead of permanently deleting files from vault, make a recycle bin type functionality in Vault.


Upon right clicking a folder, we should have the option to undelete the files (with dependents).


Emptying the recycle bin should be an administrative task

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