Edit Lifecycle State Transitions

Note: This feature is available in Autodesk Vault Workgroup and Professional.

The conditions under which a transition from one lifecycle state to the next occurs are defined by specifying the transition criteria, actions that occur when the transition is made, and the access control permissions that determine the roles or users that can execute a transition. From the Transitions tab you can see the available transitions between each state, and then edit settings on a transition basis.

Access Lifecycle State Transitions

1. Click Tools  Administration Vault Settings.
2. On the Vault Settings dialog box click Behaviors tab  Lifecycles.
3. In the Lifecycle Definition dialog box, select the name of the lifecycle definition, and then click Edit. The selected definition name appears in the title bar.
4. From the Lifecycle States list, select the lifecycle state to edit, and then click the Transitions tab.
5. On the Transitions tab, the state transitions are listed in the From State and To State columns. Select the transition that you wish to modify and click Edit.

   There are three options in the Transition dialog: Criteria, Actions, and Security.

Configure Transition Criteria

Use transition criteria to determine when a transition occurs. The transition will not happen until the criteria is met.

Add Transition Criteria

1. In the Transition dialog box, select the Criteria tab. On the Criteria tab, define the criteria under which the transition can occur:
   • In the Property box, select the property.
   • In the Condition box, select the condition.
   • When appropriate, select a value from the Value box. Not all criterion definitions require an entry to the Value box.
2. Click Add. The rule is added to the list in the text box below the Add button.
Note: Use the Property Compliance property to ensure that all properties are in compliance before the transition can take place. This is an excellent rule to incorporate when configuring a transition from non-released state to a released state.

Remove or Replace Transition Criteria

1. On the Transitions tab, select the transition that you want to modify and click Edit.
2. On the Transition dialog box, select the Criteria tab, and then do one of the following:
   • Select the defined criterion from the text box, and click Remove.
   • Select the defined criterion from the text box, select new criteria from the Property, Condition, and Value boxes and then click Replace.

Edit Transition Actions

Transition actions are events that occur when the transition is successful. If any error occurs during the transition to the next state, the action will not take place.

Bump Revision

1. In the Transitions dialog box, click the Actions tab.
2. If you want a revision bump to occur when the transition occurs, select one of these actions:
   • Bump primary revision
   • Bump secondary revision
   • Bump tertiary revision

   Or clear the check box to exclude the action for this transition.

Synchronize Properties

1. If you want synchronize properties with the Job Server, select one of these actions:
   • Synchronize properties using Job Server
   • Synchronize properties and update view using Job Server

   Or clear the check box to exclude the action for this transition.

Release Restrictions

The administrator can choose to restrict the transition to the release state of files, project folders, and custom objects based on the state of the dependent children, content, and linked data. Any data that is not in a released (consumable) state causes a restriction and prevents the transition of the select object(s).

Check that dependent child files are released	This will check the state dependent children to ensure they are in a released state.
Check that dependent child folders are released	This will check the sub-folders of a project folder to ensure they are in a released state.
Check that contained files are released	This will check the state of all files contained in a project folder to ensure they are in a released state.
Check that links to files are released	This will check the state of all linked files in a project folder or custom object to ensure they are in a released state.
Check that linked folders are released	This will check the state of all linked folders in a project folder or custom object to ensure they are in a released state.
Check that linked custom objects are released	This will check that all links to custom objects in a project or custom object are in a released state.

Edit Transition Security

Defining security for a transition dictates who can make the transition. When no security restrictions are in place for this transition, then any one with access to the system can invoke the Change State command.

Tip: There is currently no command to retire a state. However, you can manually retire a state by denying everyone permission to perform a transition. This prevents files in other states from transitioning into that state while files can still transition out of the blocked state into a new one.

Manage Transition Restrictions

1. In the Transitions dialog box, click the Security tab.
2. When the No restrictions on the transition check box is selected, no security options can be defined for the transition. To add transition restrictions, clear the No restrictions on the transition check box if it is selected. Click Add. 

Add Members

Members or groups must be made available, and then added to the Current Members list to enable transition permission.

1. In the Add Members dialog box, select members or groups from the Select Members From list to be added to the Available Members list.
2. In the Available Members list, select members or groups to be added to the Current Members list, and then click Add.  

Remove Members

• In the Add Members dialog box, select members or groups in the Current Members list, and then click Remove.

Modify Permissions on Existing Members

• In the Add Members dialog, select the permission next to the member for whom you want to Allow or Deny access and select the new permission from the drop-down list.