Release an Inventor part with a change request in Upchain

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In Upchain, you can send an individual Inventor part through a change request (CR) workflow.

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The workflow determines the status of the item at the end of the workflow.

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For example, an item can be set to Released after a CR workflow.

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You can initiate a change request from your CAD plugin or directly from Upchain, as in this example.

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With Upchain open in the BOM view, select a project in the navigation pane to open it in the center view.

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In this brake assembly example, the assembly and all of the parts have a status of Development.

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Click more actions next to one of the parts, such as CLA-Screw-10, and then select Send to > Change request.

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In the change request interface, select the pre-configured Workflow that you want to initiate for this part, and then click Save.

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Click Start Workflow to initiate the workflow.

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Depending on the workflow, different tasks may be triggered.

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In this example, clicking Approve is all that is needed to automatically update the status to Released.

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Once approved, in the BOM table, select the item to open the item details pane.

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Here, click the Where used tab to view where the item is currently being used throughout your tenant, including other projects and assemblies.

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Then select the original brake assembly to return to the BOM view.

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In the center view, you can see that CLA-Screw-10 now has a status of Released.