NoteThis feature is available in Autodesk Vault Workgroup and Professional.
The conditions under which a transition from one lifecycle state to the next occurs are defined by specifying the transition
criteria, actions that occur when the transition is made, and the access control permissions that determine the roles or users
that can execute a transition. From the Transitions tab you can see the available transitions between each state, and then
edit settings on a transition basis.
Access Lifecycle State Transitions
Configure Transition Criteria
Use transition criteria to determine when a transition occurs. The transition will not happen until the criteria is met.
Add Transition Criteria
- In the Transition dialog box, select the Criteria tab. On the Criteria tab, define the criteria under which the transition can occur:
- In the Property box, select the property.
- In the Condition box, select the condition.
- When appropriate, select a value from the Value box. Not all criterion definitions require an entry to the Value box.
- Click Add. The rule is added to the list in the text box below the Add button.
NoteUse the Property Compliance property to ensure that all properties are in compliance before the transition can take place.
This is an excellent rule to incorporate when configuring a transition from non-released state to a released state.
Remove or Replace Transition Criteria
- On the Transitions tab, select the transition that you want to modify and click Edit.
- On the Transition dialog box, select the Criteria tab, and then do one of the following:
- Select the defined criterion from the text box, and click Remove.
- Select the defined criterion from the text box, select new criteria from the Property, Condition, and Value boxes and then
click Replace.
Edit Transition Actions
Transition actions are events that occur when the transition is successful. If any error occurs during the transition to the
next state, the action will not take place.
Bump Revision
- In the Transitions dialog box, click the Actions tab.
- If you want a revision bump to occur when the transition occurs, select one of these actions:
- Bump primary revision
- Bump secondary revision
- Bump tertiary revision
Or clear the check box to exclude the action for this transition.
Synchronize Properties
- If you want synchronize properties with the Job Server, select one of these actions:
- Synchronize properties using Job Server
- Synchronize properties and update view using Job Server
Or clear the check box to exclude the action for this transition.
Release Restrictions
The administrator can choose to restrict the transition to the release state of files, project folders, and custom objects
based on the state of the dependent children, content, and linked data. Any data that is not in a released (consumable) state
causes a restriction and prevents the transition of the select object(s).
| Check that dependent child files are released
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This will check the state dependent children to ensure they are in a released state.
|
| Check that dependent child folders are released
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This will check the sub-folders of a project folder to ensure they are in a released state.
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| Check that contained files are released
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This will check the state of all files contained in a project folder to ensure they are in a released state.
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| Check that links to files are released
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This will check the state of all linked files in a project folder or custom object to ensure they are in a released state.
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| Check that linked folders are released
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This will check the state of all linked folders in a project folder or custom object to ensure they are in a released state.
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| Check that linked custom objects are released
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This will check that all links to custom objects in a project or custom object are in a released state.
|
Edit Transition Security
Defining security for a transition dictates who can make the transition. When no security restrictions are in place for this
transition, then any one with access to the system can invoke the Change State command.
Tip: There is currently no command to retire a state. However, you can manually retire a state by denying everyone permission to
perform a transition. This prevents files in other states from transitioning into that state while files can still transition
out of the blocked state into a new one.
Manage Transition Restrictions
- In the Transitions dialog box, click the Security tab.
- When the No restrictions on the transition check box is selected, no security options can be defined for the transition. To add transition restrictions, clear the No
restrictions on the transition check box if it is selected. Click Add.
Add Members
Members or groups must be made available, and then added to the Current Members list to enable transition permission.
- In the Add Members dialog box, select members or groups from the Select Members From list to be added to the Available Members list.
- In the Available Members list, select members or groups to be added to the Current Members list, and then click Add.
Remove Members
- In the Add Members dialog box, select members or groups in the Current Members list, and then click Remove.
Modify Permissions on Existing Members
- In the Add Members dialog, select the permission next to the member for whom you want to Allow or Deny access and select the
new permission from the drop-down list.
Administration