topic Re: Automatically catagorized and assigned to a life cycle in Vault Forum

Automatically catagorized and assigned to a life cycle

CAD-One — Sun, 01 Jul 2012 13:14:12 GMT

Upon check in how can I automatically assign to both; a catagory and a life cycle.

I created a rule. Looks like it catagorized it. but dont assign to a life cycle.

Re: Automatically catagorized and assigned to a life cycle

Dan_Margulius — Sun, 01 Jul 2012 17:12:15 GMT

Life cycle must be attached to the category.

When you check in files you can build a criteria that files with some ending(.dwg; .xls; .iam...) will go directly to

a specific Category

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Sun, 01 Jul 2012 17:40:08 GMT

Sounds like an answer. Will try tommorow. Thx

Re: Automatically catagorized and assigned to a life cycle

JamesMcMullen — Mon, 02 Jul 2012 14:00:08 GMT

I would also check that the category you are using has a default lifecycle assigned to it. -Jim

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Sat, 07 Jul 2012 12:14:02 GMT

Dan,

Why is my dialog box not same as yours?

I use VC 2012.

I see your first image shows 3 behavious tabs "Lifecycle" "Revision" and "Properties".

In VC2012 I dont have them. All I get is "Properties"

How can I assign automatic Lifecycle upon checkin of inventor files?

Thx

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Sat, 07 Jul 2012 12:17:57 GMT

Jim,

Is this possible in VC2012?

Like I mentioned, my dialogboxes are different from what Dan posted in his reply.

So I am thinking these are Vault Profressional Tools.

Right?

Re: Automatically catagorized and assigned to a life cycle

Dan_Margulius — Sat, 07 Jul 2012 12:24:10 GMT

Please post pictures with what you see from VC 2012

Dan

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Sat, 07 Jul 2012 15:48:07 GMT

Hi Dan,
Thanks for the response.

I am on road right now. But I clearly remember that my VC2012 configure category dialog has only "Properties" tab as posed to 3 tabs from your first image.
I can post it first thing on Monday.

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Mon, 09 Jul 2012 14:41:23 GMT

Here is my Screen Shot for Configure Catagories.

Why dont I see tabs for Life Cycle & Revisions (Like it shows in the image from Dan's Post above?

Without these, Cant I make Catorization & automatic life cycle assignment?

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Mon, 09 Jul 2012 16:45:46 GMT

Can somebody verify this for me. Does your dialog show tabs? Is there some kind of settings I need to turn on?

Re: Automatically catagorized and assigned to a life cycle

Dan_Margulius — Mon, 09 Jul 2012 17:15:03 GMT

Switch to File Categories and try.

Now you are on folders.

Dan

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Mon, 09 Jul 2012 17:36:05 GMT

Dan,

You are the man !!

Thanks for pointing this out. I was being hasty & It was so frustating.

I am pretty sure apart from just assigning to a catagory and lifecycle, there must be much more we can do on the properties tab.

Do you what other good stuff can be done upon checkin? Can you share?

Thx

Re: Automatically catagorized and assigned to a life cycle

Dan_Margulius — Mon, 09 Jul 2012 17:38:29 GMT

Good to hear you manage it. Other good stuff I do :

Avoid vault where you can 🙂

Dan

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Mon, 09 Jul 2012 17:53:54 GMT

Dan, You wont believe it. None of my collegues like Vault. Invariably we have hot discussions aleast once every day.

Since, I showed a little interest, I am the administrator and get a lot of this heat. 😞

Anyways, thanks for the support.

Re: Automatically catagorized and assigned to a life cycle

Dan_Margulius — Mon, 09 Jul 2012 18:04:47 GMT

Jokes aside, vault is very powerful.

Show them the advanced Find tool where you can save searches as folders.
Show them the version management that Vault does alone.
How they can pull previous version and work on it.
Drawing compare between two versions...and more

Any way my opinion is that if you are the Vault Admin you have the power.

Use it wisely, drafters are easy to find and hire, smart people who can manage data are hard to find.

Regards,

Dan

Re: Automatically catagorized and assigned to a life cycle

JamesMcMullen — Mon, 09 Jul 2012 18:05:11 GMT

Dan/C1,

You can use the Autodesk Vault Idea Exchange to report things that will make your Vault experience better.

-Jim

Re: Automatically catagorized and assigned to a life cycle

Dan_Margulius — Mon, 09 Jul 2012 18:07:25 GMT

Jim,

Autodesk knows very well what needs to be done to make our expierence better.

Lets hope it wont take another 5 years.

Dan

Re: Automatically catagorized and assigned to a life cycle

CAD-One — Mon, 09 Jul 2012 18:21:37 GMT

Jim,

Thanks for the link. Will try to make best use of it.