How to map your operational workflows in Vault Professional - Summary

You have finished this lesson! Here are the major takeaways:

  • We learned about Vault categories, which are labels used to group objects logically and assign behaviors and rules.
  • We explored the properties feature in Autodesk Vault, including system and user-defined properties, and how to create, map, and manage these properties.
  • We went over how to set or change categories in Autodesk Vault, including automatic assignment using rules and manual assignment by users.
  • We learned about lifecycles in Autodesk Vault, which help manage design processes, establish security, trigger automated actions, and ensure data integrity.
  • We showed you how to change lifecycle definitions and lifecycle states of files in Autodesk Vault, including using the Change State button and managing dependencies.
  • We demonstrated how to change the states of files in Vault using the change state command within authoring CAD applications like Inventor and AutoCAD.
  • We explored admin roles and permissions in Autodesk Vault, including how to manage user accounts, assign roles, and configure object-based and lifecycle-based permissions.
  • We looked at how an admin can create and configure a new category in Autodesk Vault, including setting properties, assigning default behaviors, and creating assignment rules.
  • We saw how an admin can create and configure a new lifecycle in Autodesk Vault, including copying existing lifecycles, setting states, transitions, and security permissions.

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