Note
This feature is available in Vault Workgroup, Vault Collaboration, and Vault Professional.
Categories are labels that provide a way to group objects logically. Grouping by category also provides a means for assigning
a defined set of behaviors and rules to objects. A category can automatically assign user-defined properties to objects in
the Vault. Categories can also be used to automatically assign lifecycle definitions or revision values to files.
Files and items do not necessarily have to be assigned to a category. Files and items not assigned to a category then use
the default behaviors defined for the vault.
Default Category Assignment
All objects are assigned to a category. If a category is not specified for an object, then it is automatically assigned to
a default category determined for that entity class (i.e., file, item, or folder).
Category Configuration
A category has associated properties and behaviors that are applied to an object when it is assigned to the category. Those
behaviors are of three types:
- Lifecycles (files only)
- Revisions (files and items only)
- User Defined Properties (files, folders, and items)
Change Category–Vault Client
The category that a file, folder, custom object, or item is assigned to can be changed using the Change Category command.
The command can be accessed from the Action menu, or from the Lifecycle Management toolbar.
- Select one or more files, folders, custom objects, or items for category reassignment from the main view.
Note The change category command is available for all entity types in the Vault. The dialog will only support one entity type
at a time. For example, the dialog will not change category of a file and a folder at the same time. These actions must be
performed separately.
- Do one of the following:
- Click Actions
Change Category.
- From the Lifecycle Management toolbar, click Change Category.
- In the Change Category dialog box, select a new category from the list.
- Select <Apply assignment rules> to evaluate the files, folders, or items by the assignment rule of the selected category.
- Clear the check box for any file or item that should not be changed.
- Add comments in the Enter Comments box.
- Click OK to apply the change to the selected object(s).
Change Category–AutoCAD Vault Add-in
You can modify the category for a file or group of files to collectively enforce a defined set of behavior, rules, and properties
for the selected vault objects. Behavior for a particular category can be changed by an administrator in the Autodesk Vault
stand-alone client.
Note: This feature applies to Autodesk Vault Workgroup, Collaboration, and Professional editions.
Change File's Category
Use the Change Category command to transfer a file or group of files from one category to another. When you change the category
for a vault object, that object inherits the behaviors specified in the new category.
For example, a category called Engineering has a certain lifecycle definition assigned to it, and that lifecycle is configured
to perform an automatic revision bump on files when a change state occurs. If a file is moved to the Engineering category
and goes from the Work in Progress state to the Review state, the file will automatically undergo a revision bump based on
its Category and the lifecycle definition assigned to it.
- Select the file for which you want to change the category by performing one of these options:
- In the Autodesk Vault ribbon, click Change Category .
NoteThis command affects only the file that is currently open.
- In the ACAD External References palette, right-click one or more files, and select Change Category.
- In the Inventor Vault Brower, right-click one or more files and select Change Category.
The Change Category dialog box is displayed.
- Select the new category from the list.
- Enter any comments regarding the category change in the Comment field.
- If you want to preview the changes, click the Expander button to preview the results. Files affected by the change category
action are listed with their current category name and the new category name associated with the file(s).
- Click OK to save the changes and close the Change Category dialog.
Change Category–Inventor Vault Add-in
NoteNote: This feature applies to Autodesk Vault Workgroup, Collaboration, and Professional editions.
The Change Category command allows users to modify a file or group of files' lifecycle category.
- Select the file for which you want to change the category by performing one of these options:
- In the Autodesk Vault ribbon, click Change Category. (The change works only on the currently open file.)
- In the Inventor > Vault Brower, right-click one or more files, and then select Change Category.
The Change Category dialog box is displayed.
- Select the new category from the list of those available for selection.
- Enter any comments regarding the category change in the Comment field.
- If you want to preview the changes, click the 'Expander' button to preview result. Files affected by the change category action
are listed with their current category name, and the new category name associated with the file.
- Click OK to save the changes and close the Change Category dialog.
