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30 Kudos

I have a unique request that I think would benefit many users.  I have a need to specify a criteria be met prior to a state change.  In my example, I need to have a particular property with a value before we can send a file to the next state.  This property is not mandatory until we reach this state, so the compliance flag is not displayed for this. 


The problem we experience occurs when someone forgets to fill in the required value and then tries to submit the file to the next state.  The resulting error message indicates that there is missing information, but is not specific as to the missing or unfulfilled criteria.  It would be very beneficial to have the error dialog indicate the particular criteria that failed.  If the user could see the property missing the value or something similar to direct them, it would be very useful.


2 Kudos

Add Variables for Searching

Status: New Idea
by *Expert Elite* on ‎12-18-2014 11:56 AM

Example, have the option to include [ME] as an option to find checked out docuemnts.

This way I can include this search with our deployment, and every user  will have it automatically and not have to create it.



13 Kudos



In the transitions between lifecycle states, by default when several properties criteria are used, they must default fulfilled all at once (AND behaviour).


Vault should have the option to use logic operators (AND, OR, XOR...) between the different properties used.


For example:
Category Name contains "Documents" OR "Technical"....


This feature would be very useful for security and control reasons.



1 Kudo

create Item Folders

Status: New Idea
by Valued Contributor mario.lung on ‎12-17-2014 03:57 AM



Lets make that can Create Item Folders 

handle some Item Categories 








12 Kudos

Vault Solidworks Add in

Status: New Idea
by *Expert Elite* on ‎10-31-2014 07:01 AM


Currently the vault add in in SW does not look for SW drawings on chek in assembly.

In Inventor you can but not in SW. 

The parts have drawings but Vault cant search for them. Today companies work with INV and SW togheter 

and when connected to Vault with different functionalities it creates a problem.

I hope someone in Vault Dev will do something with that. 




2 Kudos

The following files already exist

Status: New Idea
by Contributor Fori123 on ‎12-09-2014 01:53 PM

It would be benefical to users if the vault path was dispayed when they receive the error The following files already exist in the vault and cannot be added due to restrictions. Displaying the vault path would quickly allow users to isolate certain directories in vault.

12 Kudos

Item Classification

Status: New Idea
by Contributor mbrandwijk on ‎10-29-2014 04:46 AM

Any idea when item classification capabilities are coming into vault Pro?


items can be devided in to item categories and product groups. To idenitify an item within the group structure information must be added to the item  with specific characteristics. So each item has a summery of differtentiated characteristics


the characteristics attached to an item are depending on the productgroup code. So for every possible value in the productgroupcode a different set of characteristics is defined.


The characteristics in combination with the Item category and Productgroup code can be used to find a specific item. 




Item Category    =             Axle

Product Group    =            Steering Axle


               Trackwidth                    =             1995 mm

               Springtrack                    =             730 mm

               Load                              =             120 kN

               breakdiameter                =             300 mm



Item Category    =             Hydraulic coupling

Product Group    =             screw coupling


               Pipediam              =             15 mm

               Persure serial        =             L

               Thread                  =             M18x1,5

12 Kudos

Vault Open > Update Properties

Status: New Idea
by *Expert Elite* on ‎10-06-2014 05:51 AM

I understand this issue is already with the product dev team, but as it still hasn't happened and made it through to RTM software, I think it should be formally logged here.


I've had to instruct and be quite strict on users in that they're under no circumstances allowed to open any CAD drawing/file/model directly from Vault.  So no right clicking on files in Vault and using 'Open'.  Why?


Two reasons.  The first was that the files opened using Released Bias settings.  That was resolved in Vault 2015, but not quite enough to make it usable.


Second reason is that properties are not synchronised during the open, so title blocks & iProperties don't update during the open.  It can be manually updated after the open but I have too many users to expect this to always be done.  


Please offer the property sync on Open through Vault.  This happens when opening via the CAD client, need it when opening from Vault.



4 Kudos

Multi-line text option for Item Properties

Status: New Idea
by *Expert Elite* on ‎11-17-2014 03:04 AM

At the moment all text entered into Item properties is restricted to single line text, which is messy when exporting into ERP systems.


It would be great if all standard properties such as Title, Description, and also custom properties could be optionally changed to multi-line text and supported as such in an Export function.

35 Kudos

Saved searches need to be saved on Vault server (global) not locally on client (xml).



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