Save an item

When you use the Check out function to edit an item, any changes you make to its files are not available to your team members until you commit your changes back into Upchain.

The Save function saves all checked out CAD files to Upchain, creates a new file version for the affected files, but maintains the check out lock on the items so that you can continue working on them. Use this feature to save incremental changes you have made to an item into Upchain.

If you want to save your changes to Upchain and remove the check out lock on the items, you should use the Check in function instead.

Requirements

To use the Save function:

The item must be checked out to you (the item is displayed with green writing and a green lock beside it).
Its CAD file must be open in your CAD system.
The parent item cannot contain more than 20000 nodes underneath it. This is because the plugin runs out of memory when attempting to check in too many CAD files. Instead, you must use the Root Check In function.

Save an item

Refresh the cBOM view.
Right-click the item and select Save from the drop-down menu.

The CAD plugin now begins to save the CAD files (and any associated drawings that were also checked out) into Upchain. Monitor the Status bar to observe its progress. Do not close or switch the active CAD file in your CAD system until the Save proccess has finished.

Note: If Upchain detects that no model changes have occurred, it displays a confirmation window asking if you wish to proceed. This is just to warn you that you may be making a new file version unnecessarily. Click Yes to proceed.

You may see the BOM Anomaly window if Upchain has detected cBOM/eBOM quantity mismatches.

Once the Save process has finished:

The CAD files remain in your home directory.
The CAD file version is increased by one for all edited CAD files that were saved.
The check out lock remains on all checked out items.
If you perform this action on an assembly, all checked out children are also saved into Upchain. Any additional items added to the cBOM are automatically pushed to the eBOM.

Note: A CAD file that has been registered into Upchain but does not have any item associated with it is called a phantom. If you wish to edit phantom files, your Tenant Admin must enable the tenant property file.checkout.phantom.

Now you can continue editing your CAD files, and once you're done and wish to remove the check out locks, you can Check in your items.