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Revise a released item

An item at version zero (v0) always has a status of Released. A released item version cannot be modified and is considered finished. However, you may need to make further modifications to the item, such as changes to its attributes, CAD files, drawings, and/or documentation. To do this, you need to first create a new item version - v1. This new item version will have a status of Development and can be modified as needed. To learn more about the lifecycle of an item, click here.

In the CAD plugin, you can only make a new version of a released item. You cannot make a new version of an item in development. To make a new version of an item in development, you would need to use the New Version function in the web application.

Note: You cannot revise a released part or sub-assembly within the context of a released assembly without revising the assembly as well. This is because changes to the part or sub-assembly mean the assembly is changed as well.
Important: If a released item version exists in multiple locations, creating a new item version of it in one location does not update the item version in any other location. Instead, Upchain puts a warning symbol next to the original released item in the BOM tables in the Web application and the CAD plugin to indicate that a newer item version exists elsewhere. The exception is when the item is a child of a released parent item; no warning symbol is shown.
Tip: View the Where used tab in the item details pane in the Web application BOM table and the Upchain CAD Plugin to see a list of all eBOMs and projects to which the released item belongs before revising an item to ensure you understand the impact you might make.

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Requirements

The method you use to make a new item version depends on whether the item contains a CAD file or not:

  • If the item does not have a CAD file, you must create a new version of the item from the Upchain Web application. Click here to learn how.
  • If the item has a CAD file, you must create a new version from the Upchain CAD Plugin if you want to retain the CAD model in the new item version. Read through the topics below to learn how. See this topic for a use case where you may want to make a new item version without its CAD.
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Parent page: Work with a mechanical CAD plugin

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