topic Adding files to release process in Vault Forum

Adding files to release process

MatsNorway1 — Fri, 05 Sep 2025 14:35:24 GMT

I have a process (whatever it is called) for ipt, idw etc. And pdf. But how do i add more? i wish to add pictures and adobe files etc.

Re: Adding files to release process

andrewiv — Fri, 05 Sep 2025 15:29:36 GMT

Do you mean lifecycle? Not sure what you have for categories and what the rules are for assigning those categories, but you probably need to set up a category for the pictures and adobe files and then a rule set to assign the category automatically and then give that category the lifecycle that you want.

Re: Adding files to release process

steveh3 — Fri, 05 Sep 2025 16:11:52 GMT

@MatsNorway1

Maybe items?

Agree with Andrew....Need a little more information 😁

Re: Adding files to release process

MatsNorway1 — Mon, 08 Sep 2025 06:38:21 GMT

For the Lifecycle yes. work in progres, release etc.

Where do i add new filetypes?

Re: Adding files to release process

andrewiv — Mon, 08 Sep 2025 12:12:12 GMT

In Vault go to Tools->Administration->Vault Settings. On the Behaviors tab click on Rules. That will bring up this dialog where you can specify the requirements and the category that gets assigned to files. File extension is one of the properties that you can use so for instance you could just set a rule that says file extension is jpg or bmp for picture files.

Re: Adding files to release process

MatsNorway1 — Mon, 08 Sep 2025 14:03:46 GMT

Thanks, added Adobe illustrator file. But i can not get it added to the defined lifecycle process (engineering process)

Edit: png works.. just ai file left.

Re: Adding files to release process

andrewiv — Mon, 08 Sep 2025 14:03:57 GMT

So it assigned the correct category to the adobe file? Is the lifecycle assigned to that category? Without seeing your rule set and your category settings it is hard to say what could be wrong.

Re: Adding files to release process

MatsNorway1 — Tue, 09 Sep 2025 07:05:16 GMT

Added Ai files under office ruleset:

Re: Adding files to release process

andrewiv — Tue, 09 Sep 2025 11:59:59 GMT

Everything looks like it should be automatically assigning the office category to the ai files and so you should have access to the Engineering Release Process lifecycle. Is it actually assigning the office category to the files or are they using Base? If it is correctly assigning the category, is there anything in your transition criteria or security in that lifecycle that would prevent the ai files from moving to a different state?

Re: Adding files to release process

MatsNorway1 — Tue, 09 Sep 2025 12:31:19 GMT

Ah i see. Its not changed in category. Even tho it is a Ai file. Can i manuall override?

Re: Adding files to release process

andrewiv — Tue, 09 Sep 2025 13:00:51 GMT

Yes, you can use the change category command under the actions menu to manually assign it to a different category. On any new files it should use the rule you set up to automatically assign the category.

Re: Adding files to release process

MatsNorway1 — Tue, 09 Sep 2025 13:48:32 GMT

That did the trick, thanks all.