Understanding and changing lifecycle states

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To manage design data, you can control the various stages from design to manufacturing.

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To do this, you mark an item using a file state, or more specifically, a file's lifecycle state.

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This represents a certain point in the lifecycle of the file.

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Common lifecycle states include Work in Progress, For Review, and Released.

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Lifecycle states are set up by a Vault administrator.

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In each lifecycle state, the ability to view and modify project data is specified.

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So, for example, when a file is in the Released state, users will not be able to make changes to the file in this state.

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Vault can also be configured to automatically create a new revision with a state change.

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For example, when moving from a Released state to a Work in Progress state,

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the revision can be configured to automatically change from revision A to B, or B to C, etc.

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In the example I have shown here, I have a part file that is currently in the Work in Progress state,

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and I want to move it to the For Review state.

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First in Vault, I look at the file and then initiate the Change State command on the right-click menu.

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In the Change State dialog box, you simply select the lifecycle state from the drop-down list.

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In this case, for my part, I want to move it into the For Review state, so I am selecting that state.

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In the lower portion of the dialog box, you can define options for how children and parents would be handled

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and you can also enter a comment.

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When finished, click OK.