Configure Item Assignment

Configure how duplicate items are handled or whether BOM rows are automatically turned on or not during item assignment or item update on the Configure Assign Item dialog. You can also disable item assignment for design documents.

Configure Item Assignment Behaviors

1. Go to Tools > Administration > Vault Settings.
2. Select the Items tab.
3. Click Configure in the Assign Item section to open the Configure Assign Item dialog.
4. Select whether you want Vault to automatically select the first duplicate item in a list and assign it to the selected file. If you do not select this option, a new item is created instead.
   Note: Auto-select first duplicate must be turned on for the Group BOM Rows feature to work.
5. Select the Allow user override check box if you want the user to be able to choose a duplicate item other than the one automatically selected by Vault.
6. If you want to configure how BOM Rows are turned on during Item Assignment, select one of the following options:
   • None–Item is created for the selected file only and only the parent row is turned on. The rest of the BOM rows are set to off. These rows can be turned on later by editing the parent item.
   • Existing Only–Item is created for the selected file only. The parent row and the rows automatically linked to existing items are turned on. The rest of the BOM rows are set to off. These rows can be turned on later by editing the item.
   • All–All BOM rows for the selected file are turned on.

     Items are created as needed.

     Note: This is the default setting for Vaults migrated from Vault 2014 or earlier releases.
7. Vault 2015 R2 Only–Select Group BOM rows as per the design BOM if you want BOM rows merged or unmerged based on how the CAD application has them.

   If the check box is not selected, BOM rows are automatically merged, regardless of how the CAD application has them.

   For example, if Inventor has BOM rows unmerged and the check box is not selected, the rows are automatically merged in Vault regardless of how Inventor has them.

   Note: BOM rows that were merged are displayed in the BOM view with a Merged icon.
8. Select Disable assignment for Design Document files if you want to disable the ability to assign item to design files such as .idw files. If this option is checked, design files will only be linked to the Items for which they represent.
9. Click OK to save your changes.