Revise a File or Item from a User-Defined Property with the Vault Client

You can revise a file or item based on an existing revision character associated with a user-defined property.

Pre-Requisite for Revising from a User-Defined Property

If you would like to revise from a file or item 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 choose the UDP that you created.

Revise Files or Items from a User-Defined Property

1. Revise files and items from either the main view or the preview pane by selecting each object that you want to revise.

   Note: The file 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 click Revise on the document management toolbar.

   The Change Revision 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.

   If you are revising multiple objects at once, 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. In the Revise dialog box, select <From user defined properties> from the Select next revision list.

4. In the Revision from user defined properties dialog box you can manage from which properties the revision character is extracted and prioritize the order in which they are accessed for the character.

   • Click Add >> to select the user-defined property from which you want to extract the revision character and include it in the Selected Properties Definitions list.
   • Select a property from the Selected Properties Definitions list and then click Remove to exclude the property from the extraction group.
   • Select a property from the Selected Properties Definitions list and then click Move Up or Move down to change the order in which the properties are examined for the revision character.

5. Click OK.

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.

The selected properties are examined for the a revision character to extract and the results for the selected files are displayed in the Revision column on the Revise dialog. If no revision character was found in any of the properties for that file, a null value is displayed.