Vault Revision Table Administration

Important: You must be an administrator with appropriate ownership privileges to enable the Vault Revision Table.

The process of manually updating the revision tables on drawings can be time-consuming, especially for changes that require simple property updates throughout a design's lifecycle. The Vault Revision Table feature allows you to automatically update a drawing's revision table with Vault data when properties are synchronized through the Job Server. This functionality eliminates the need to open each drawing within its native CAD application for updates.

Release Availability

This feature is available in certain editions of Autodesk Vault. Refer to the table below to see if your edition has this feature.

	2012	2013	2014
Autodesk Vault Basic
Autodesk Vault Workgroup
Autodesk Vault Collaboration
Autodesk Vault Professional

Supported Drawings

AutoCAD drawings (.dwg)
AutoCAD Mechanical drawings (.dwg)
Autodesk Inventor drawings (.idw)
Autodesk Inventor drawings (.dwg)

Pre-requisites

Note: The system property 'Revision' is a key mapping and be must be mapped to at least one of the column headers.

Autodesk Inventor is installed so that Inventor IDW and DWG drawings can be updated.
Revision Table functionality is enabled.
The Job Server is enabled with the synchronize properties option selected for the required state transition(s).
Suitable column headers are created and their property mappings established between the drawings' revision table columns and the Vault properties.

Once all pre-requisties are met, the revision tables for the supported drawings are automatically updated with specified Vault data whenever properties are synchronized with the Job Server. This way, you can be sure that the revision table within your drawing is always up-to-date with the appropriate information from the vault.

Vault Revision Table Administration

Administrators can configure the information to be displayed in the drawings' revision table for standardization across the vault through the Revision Table Settings.

The Vault Revision Table feature must be enabled before you can configure Revision table settings or use the Revision Table feature in the Inventor and AutoCAD Vault add-ins.

Enable the Vault Revision Table

Click Tools > Administration > Vault Settings .
On the Vault Settings dialog box, select the Behaviors tab and click Revision Table.

Note: You can also access this dialog from within the add-in by selecting Vault Options on the Vault ribbon and clicking the Settings button next to Configure Revision Table.
On the Revision Table Settings dialog, select the Enable Revision Table check box to enable the Vault Revision Table Functionality across Vault.
When this check box is selected, the full view for the Revision Table Settings displays.

Revision Table Settings Dialog Full View (Vault 2014 Only)

On the Revision Table Settings Dialog, you can configure how data displays, which Vault properties are mapped to the revision table, and the type of content displayed. You can also incorporate filters so that only the information you need displays in the revision tables.

Master Dialog Features

Feature	Details
	Load suggested settings
	Loads the default settings for the dialog.
	Restores all changes in the Revision Table settings dialog to the settings used the last time the dialog was opened.

Mappings Tab	On the Mappings tab, you can map Vault Properties to the Revision Table columns.
Column Header	Column name that displays in the revision table.
Vault Properties	The name of the Vault property that you have mapped to the associated revision table column. The value for this property will automatically appear in the column field in the revision table for the drawing.
	Released vs. non-released bias control. Select the check box for any row where you want the system to update the revision table with released only information. If the check box for a row is not selected, then the latest information from the vault is used.

Content Tab	On the Content tab, you can enforce the type of information that is displayed in the revision table.
Update rows using...	Select versions control. Select the version and the released state that you want to apply to revision history records.
Limit number of rows check box	If you want to limit the number of rows displayed in the revision table, select the Limit number of rows check box. Specify the limit for the number of rows that you want displayed by selected a value from the value spinner. Note: When the Limit number of rows option is turned ON, the exceeding records are deleted by default. In Inventor drawings, you can also choose to hide these exceeding records instead of deleting them.
Hide exceeding records for Inventor drawings check box	Select this check box to hide instead of delete additional Inventor drawings records.
Update latest revision only	Select this check box to update the mapped values only for the latest revision row within the revision table. All other mapped values in previous historical revision rows will not be updated even if the data is non-equivalent in the vault . Note: Even with the Update latest revision only enabled, the Vault Revision Table feature will continue to remove revision rows which are not found in the Vault.
Detect revision scheme change and remove previous revision history	If you are using multiple revision schemes, select this check box to ensure that the current revision scheme is used. Historical revision rows of an older revision scheme are replaced with the current revision scheme.

Filters Tab	On the Filters tab, you can further refine the data displayed in the revision table by applying revision level filters.
Display revision at the following levels	Select the check box for each revision level that you want displayed in the revision table. For example, if you have a drawing marked as revision B.2.1, and you only select the Primary and Secondary check boxes, then only B.2 will display in the revision table. Refer to Revision Schemes for more information about Primary, Secondary, and Tertiary revision levels.
Apply precedence rules to display only X revision levels	When multiple revision levels exist within a revision group, it is necessary to identify which level of revision that you want displayed. Enable this check box and select whether you want the highest or lowest revision levels displayed in the revision table. This selection takes precedence over the Display revision at the following levels option.
Omit the initial revision row	Select this check box to omit the initial revision row from the revision table. Some users find that if the initial revision value (e.g., A) is already in the title block for the revision table, having it repeated as the first revision row is unnecessary. By selecting this check box, the first revision row in the revision table becomes the next revision value (e.g., A.1) .

Vault Revision Table Workflows for Vault 2014

Access the Revision Table Settings Dialog Full View

The Revision Table Settings dialog can be accessed two ways:

- In the Vault Client, select Tools > Administration > Vault Settings .
  Select the Behaviors tab and click Revision Table.
- In the Inventor or AutoCAD application, select Vault Options on the Vault ribbon and click the Settings button for Configure Revision Table.
Select the Enable Revision Table control check box if it is not already selected.
The full view for the Revision Table Settings Dialog displays.

Automatically Fill in Settings

When the dialog first opens, the fields are empty. You can start entering your own values, load settings suggested by the system, or revert all changes to the previous settings.

If you want to load the settings recommended by the system, click Load suggested settings .
If you want to restore the settings that were used when the dialog was last opened, click Revert all changes .

Map Vault Properties to Revision Table Columns

On the Revision Table Settings dialog, select the Mappings tab.
Click on a blank field under Column Header and enter a value to create a column heading for the revision table.
Click on the corresponding field in the Vault Properties column and select the property that you want to map to the Column Header from the drop-down list.
Note: The system property 'Revision' is a key mapping and must be mapped to at least one of the column headers.
Select the check box in the released bias control column if you want only released values for the assigned property to display in the revision table. Clear this check box if you want the latest value for the property to display instead.
Repeat the last three steps for additional entries.
Click OK to save your settings.

Configure Whether the First or Last Version of a Revision Value is Used

When working with revisions, it is possible to have multiple versions of a drawing within one revision. You can determine whether you want the first version of the revision or the last version of the revision's data displayed in the revision table on the Content tab.

On the Revision Table Settings dialog, select the Content tab.
In the Update rows using line, select whether you want to display values for the first or last version of the revision.
On the next line, select whether or not you want the first or last version values for released state information.
Click OK to save your settings.

Limit the Number of Rows in the Revision Table

You can enforce how many revision rows are displayed in a revision table by enforcing a limit on the number of rows. Additionally, you can identify just how many rows you want the limit to be.

On the Revision Table Settings dialog, select the Content tab.
Select the Limit number of rows check box.
Identify how many rows the revision table is limited to displaying by entering a value or using the up and down arrows to change the current value.
Note: When the Limit number of rows option is turned ON, the exceeding records are deleted by default. In Inventor drawings, you can also choose to hide these exceeding records instead of deleting them.
Click OK to save your settings.

Update Latest Revision Row

On the Revision Table Settings dialog, select the Content tab.
Enable the Update latest revision only check box to update the mapped values only for the latest revision row within the revision table. All other mapped values in previous historical revision rows will not be updated even if the data is non-equivalent in the vault .
Note: Even with the Update latest revision only enabled, the Vault Revision Table feature will continue to remove revision rows which are not found in the Vault.
Click OK to save your settings.

Detect Revision Scheme Change

If you are using multiple revision schemes, you can ensure that the current revision scheme is used instead of historical revision data.

On the Revision Table Settings dialog, select the Content tab.
Select the Detect revision scheme change and remove previous revision history check box to replace historical revision rows with the current revision scheme information.
Click OK to save your settings.

Configure the Revision Levels that are Displayed

You can control how many revision levels are shown in the revision table. For example, if you use tertiary revision levels (e.g., B.2.1), you can determine whether just the B shows, the B.2, or all three levels (B.2.1).

On the Revision Table Settings dialog, select the Filters tab.
Select check box for each revision level that you want displayed in the revision table.
When multiple revision levels exist within a revision group, it is necessary to identify which level of revision that you want displayed. Enable the Apply precedence rules... check box and select whether you want the highest or lowest revision levels displayed in the revision table.
Note: This selection takes precedence over the Display revision at the following levels option.
Click OK to save your settings.

Omit the Initial Revision Row

Some users find that if the initial revision value (e.g., A) is already in the title block for the revision table, having it repeated as the first revision row is unnecessary. You can configure the revision tables to omit the first revision value and start the first row with the next revision value(e.g, A.1).

On the Revision Table Settings dialog, select the Filters tab.
Select the Omit the initial revision row check box.
Click OK to save your settings.

Revision Table Settings Dialog Full View (Vault 2012 and 2013)

On the Revision Table Settings Dialog, you can configure how data displays in the revision tables.

Data Manipulation

Icon	Command	Definition
	Load suggested settings	Loads a set of defaults
	Revert all changes	Restore all changes in the Vault Association group-box to the state when it was previously opened.

Record Manipulation

Icon	Command	Definition
	Move Up	Move the selected record(s) up
	Move Down	Move the selected record(s) down
	Group	Group the selected record(s)
	Insert Before	Adds a new record before the selection
	Insert After	Adds a new record after the selection
	Delete	Removes the selected record(s)

Vault Revision Table Workflows for Vault 2012 and 2013

Create a Vault Association

Within the Vault Association grid, click on a blank field under Column Header and enter a value to create an entry.
The Column Header serves as a intermediary to establish a valid connection from the system to the drawing; the value for a given Column Header must therefore correspond to the revision table header specified within the drawings.
Note: The system property 'Revision' is a key mapping and be must be mapped to at least one of the column headers.
Repeat the above step to insert additional entries.
For each Column Header entry, click on the corresponding Vault Properties drop-down menu to select a property for mapping.

Establish Revision Table Display Settings

If required, turn ON the Limit number of rows option, and enter/select a numeric value in the associated text box to specify the number of revision records to be displayed in the drawing's revision table.
Note: When the Limit number of rows option is turned ON, the exceeding records are deleted by default. In Inventor drawings, you can also choose to hide these exceeding records instead of deleting them.
Enable the Update latest revision only option to update the mapped values only for the latest revision row within the revision table. All other mapped values in previous historical revision rows will not be updated even if the data is non-equivalent in the vault .
Note: Even with the Update latest revision only enabled, the Vault Revision Table feature will continue to remove revision rows which are not found in the Vault.

Save Settings

Click OK to commit all changes to return to Vault Settings dialog box.