Revise a Single File or Item with the Vault Client

Change the revision value for a file or an item in the Vault client.

A revision indicates a milestone in the manufacturing process of a file or item. A revision can signify a point in time in the history of the lifecycle of the object.

When a file or item is created, an initial revision is assigned. This revision is represented by a letter, usually A. When a revision bump is performed, the letter increments according to the format specified in the assigned revision scheme. For example, a Revision of A would become B.

The History tab in a file displays all of the revision numbers of the file or item and any relevant attributes.

Revise a File or Item

Use the Revise command to create a new revision from a historical or latest revision.

Note: The files must be checked in.
  1. From either the main view or the preview pane, select the file or item that you want to revise.
  2. Click Actions >Revise, or click Revise on the document management toolbar. The Revise dialog is displayed with the version of the file or item you selected shown at the top.
    Note: Only items with BOM rows that are turned on are displayed.
  3. In the Revise dialog box, select Primary, Secondary, Tertiary, or From user defined property 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-defined 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, select comments from the drop-down list or enter comments about the revision directly into the box.
  7. Click OK to perform the revision.

When the Revise command is used on a single file or item, the folder view shows the object's location in its vault. The Uses view has a single root node.

Parent topic: Revisions