Changing States from CAD add-ins to Vault

00:06

In this video,

00:07

let's see how to change states of files involved by

00:10

accessing the change state command in the authoring CAD application,

00:14

such as Inventor,

00:16

AutoCAD,

00:16

etc.

00:20

Let's begin with an example in Inventor.

00:27

I have opened a file from the recent list that was opened from Vault.

00:33

Click on the Vault tab.

00:35

Make sure that you have logged into the Vault.

00:40

Change the state of the file

00:42

right within the Inventor.

00:44

Use the change state option in the Vault ribbon.

00:48

Change State.

00:51

Choose the desired state here.

00:53

You can see the current state of the file

00:56

and the lifecycle definition.

01:00

In this case,

01:01

it is a reviewer

01:03

who has an option

01:04

to send it back to work in progress or to send it for approval.

01:12

Let's assume that

01:13

the reviewer wants to send it back to

01:15

the drafter,

01:17

and recommend some changes as per the issue.

01:31

Just click OK.

01:33

Let's see the status of the file in Vault.

01:43

Was in review,

01:44

refresh.

01:48

See that the status of the file has been changed

01:51

for the selected file.

01:53

The comment can also be seen here.

01:57

Let's look at

01:58

an example in AutoCAD.

02:02

I have a file open here,

02:04

which was recently checked in.

02:09

File is available in Vault

02:11

here,

02:16

And it's in work in progress state.

02:22

Let's change the state.

02:23

The next state available.

02:25

The current state as per the configuration

02:29

of the lifecycle available.

02:32

The possible transition is

02:34

from work in progress to released.

02:38

Let's go ahead,

02:38

click OK.

02:45

Command has been executed.

02:47

Just confirm that,

02:49

the Vault client.

02:56

You can see that the file has been released in Vault.

03:03

Though it is a convenience

03:05

to change state of files from the authoring applications,

03:09

the options are limited.

03:15

Hence, it is a recommended practice

03:18

to always

03:19

use a Vault client

03:21

to change state of a file or assembly so that you have better visibility

03:26

on the dependent files

03:28

and parents as well.

Video transcript

00:06

In this video,

00:07

let's see how to change states of files involved by

00:10

accessing the change state command in the authoring CAD application,

00:14

such as Inventor,

00:16

AutoCAD,

00:16

etc.

00:20

Let's begin with an example in Inventor.

00:27

I have opened a file from the recent list that was opened from Vault.

00:33

Click on the Vault tab.

00:35

Make sure that you have logged into the Vault.

00:40

Change the state of the file

00:42

right within the Inventor.

00:44

Use the change state option in the Vault ribbon.

00:48

Change State.

00:51

Choose the desired state here.

00:53

You can see the current state of the file

00:56

and the lifecycle definition.

01:00

In this case,

01:01

it is a reviewer

01:03

who has an option

01:04

to send it back to work in progress or to send it for approval.

01:12

Let's assume that

01:13

the reviewer wants to send it back to

01:15

the drafter,

01:17

and recommend some changes as per the issue.

01:31

Just click OK.

01:33

Let's see the status of the file in Vault.

01:43

Was in review,

01:44

refresh.

01:48

See that the status of the file has been changed

01:51

for the selected file.

01:53

The comment can also be seen here.

01:57

Let's look at

01:58

an example in AutoCAD.

02:02

I have a file open here,

02:04

which was recently checked in.

02:09

File is available in Vault

02:11

here,

02:16

And it's in work in progress state.

02:22

Let's change the state.

02:23

The next state available.

02:25

The current state as per the configuration

02:29

of the lifecycle available.

02:32

The possible transition is

02:34

from work in progress to released.

02:38

Let's go ahead,

02:38

click OK.

02:45

Command has been executed.

02:47

Just confirm that,

02:49

the Vault client.

02:56

You can see that the file has been released in Vault.

03:03

Though it is a convenience

03:05

to change state of files from the authoring applications,

03:09

the options are limited.

03:15

Hence, it is a recommended practice

03:18

to always

03:19

use a Vault client

03:21

to change state of a file or assembly so that you have better visibility

03:26

on the dependent files

03:28

and parents as well.

Changing States from CAD add-ins to Vault - Exercise

Change State on a file with the Inventor Vault add-in

The Change State command in the Inventor Vault add-in allows users to modify a file or group of files to enforce certain behaviors. Examples of states include, Work in Progress, Quick Change, and Obsolete.

Note: You can change the state of files which have been modified in memory as well as files that are checked into the Vault.

  1. In the Vault browser, select the file for which you want to change the state. You can also select multiple files by pressing the Control or Shift keys.

    Note: If selecting more than one file, the files must use the same lifecycle definition and lifecycle state.
  2. Right-click the selection, and then select Change State or click Change State on the Autodesk Vault ribbon. The Change State dialog box is displayed. The current lifecycle of the file and lifecycle definition name are displayed at the top of the dialog.



  3. Select the new lifecycle state from the list of those available for selection.

    Note: States that are not permitted due to transition configurations are not displayed.
  4. Enter any comments regarding the lifecycle state change in the Enter Comments field or select a comment from the drop-down.
  5. Click OK to save the changes and close the Change State dialog.

Change State on a file with the AutoCAD add-in

You can modify the lifecycle state for a file or group of files to enforce certain lifecycle behaviors (e.g.,Work in Progress, Released, Obsolete) with the AutoCAD Vault add-in.

Behaviors for a particular state can be altered by an administrator in the Autodesk Vault Client.

Note: You can change the state of files which have been modified in memory as well as files that are checked into the Vault.

Change a file's State

The Change State command allows users to modify a file or group of files' lifecycle state to enforce certain process behaviors. Examples of states include, Work in Progress, Quick Change, and Obsolete.

  1. Select the file for which you want to change the state by performing one of these options:
    • In the Autodesk Vault ribbon, click Change State.
    • In the External References palette, right-click one or more files, and then select Change State.

      Note: If selecting more than one file, the files must use the same lifecycle definition and lifecycle state.

      The Change State dialog box is displayed.



  2. Select the new lifecycle state from the list of those available for selection.

    Note: States that are not permitted due to transition configurations are not displayed.
  3. Enter any comments regarding the lifecycle state change in the Enter Comments field or select a comment from the drop-down.
  4. Click OK to save the changes and close the Change State dialog.
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