topic Re: Vault revision table configuration and workflow in Vault Customization Forum

Vault revision table configuration and workflow

b.graaf — Tue, 03 Nov 2020 14:30:58 GMT

I have setup up Vault lifecycle and now I would like to use the Vault revision table.

When I release the file, the comment of the "change state" window is filled in the revision table row. Also the date and the right revision number is in the last table row.

I only do not get the name of the approver in the table. I would like to get the name of the person who changed the state to released.

I can not figure it out how I can get this to work.

I have given the column headers the same name (Inventor and Vault settings), but with no luck. I have also looked at the property settings and there is a mapping.

What do I do wrong? Do I have the wrong property, or just wrong settings?

And one question about the workflow:

- I check a file out, do some changes and check it back in

- In the Vault Explorer, I change the state (after synchronizing properties) to released

- Now the Vault JobProcessor has to update the Revision table

- I can open the file again to export to pdf with the latest information in the revision table

Is this about right?

I know I can use the JobPrecessor to create the pdf after releasing, but we export pdf's to different locations, soit is a bit difficult to automate.

Re: Vault revision table configuration and workflow

Markus.Koechl — Mon, 09 Nov 2020 09:33:54 GMT

The revision table does not require a property mapping; you need to configure the table only. My sample uses a UDP for the change description all others are system properties that might even not allow creating a file property mapping.

The user creating the released version is "Created By".

Re: Vault revision table configuration and workflow

manjunath.marulasiddappa — Wed, 27 Jul 2022 12:54:51 GMT

Re: Vault revision table configuration and workflow

manjunath.marulasiddappa — Wed, 27 Jul 2022 12:59:05 GMT

You need to configure everything from like Life cycle, file Categories, revision table, Inventor drawing template.

The approved by and date will be shown when you released a drawing. Approved by will be the person who is changing state to Release.