Revise Multiple Files or Items with the Vault Client

You can revise multiple files or items from either the main view or the preview pane in the Vault client. When selecting multiple files or items, only the latest version of each object is used as the source for the revision bump.

  1. Revise files or items from either the main view or the preview pane by selecting each object that you want to revise.
    Note: The files and items must be checked in.
    • To select multiple files that are listed consecutively, hold the SHIFT key while clicking the range of files to select.
    • To select multiple files that are not adjacent to each other in the list, hold the CTRL key while selecting each file individually.
  2. Click Actions > Revise, or select Revise from the document management toolbar.

    The Change Revision-Multiple Files dialog displays.

    In the file relationships view, each file with a check mark is affected. Clear the check box for any file you want to exclude from the revision command.

    Objects that are not the leading version of the leading revision will have disabled check boxes.

    Note: If you are revising items, only items with BOM rows that are turned on are displayed.
  3. Select Primary, Secondary, Tertiary, or From user defined properties from the Select Next Revision list.
    Note: If you would like to revise from a property, you must create a user-defined property (UDP) that points to the property as the source. Then when you revise, you can select From user derfined properties and select the UDP that you created.
  4. Do one of the following:
    • Accept the proposed value from the Revision list.
    • Select another value from the Revision list.
    • Enter a value into the Revision field.
  5. Click Include Dependents or Include Parents if you wish to include those files in the revision bump.
  6. In the text box at the bottom of the dialog, select a comment from the drop-down list or enter comments directly into the box.
  7. Click OK to perform the revision bump.

When the Revise command is used on multiple files or items, the folder view shows each object in its respective vault location. The Uses and Where Used views show each object with its own root node.