Changing States from CAD add-ins to Vault

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

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.