Change Categories for Files–AutoCAD

You can modify the category for a file or group of files to collectively enforce a defined set of behavior, rules, and properties for the selected vault objects.

Behavior for a particular category can be changed by an administrator in the Autodesk Vault stand-alone client.

Change a File's Category

Use the Change Category command to transfer a file or group of files from one category to another. When you change the category for a vault object, that object inherits the behaviors specified in the new category.

For example, a category called Engineering has a certain lifecycle definition assigned to it, and that lifecycle is configured to perform an automatic revision bump on files when a change state occurs. If a file is moved to the Engineering category and goes from the Work in Progress state to the Review state, the file will automatically undergo a revision bump based on its Category and the lifecycle definition assigned to it.

1. Select the file for which you want to change the category by performing one of these options:

   • In the Autodesk Vault ribbon, click Change Category .

     Note: This command affects only the file that is currently open.

   • In the ACAD > External References palette, right-click one or more files, and select Change Category.

   • In the Inventor > Vault Brower, right-click one or more files and select Change Category.

   The Change Category dialog box is displayed.

2. Select the new category from the list.

3. Enter any comments regarding the category change in the Comment field.

4. If you want to preview the changes, click the Expander button to preview the results. Files affected by the change category action are listed with their current category name and the new category name associated with the file(s).

5. Click OK to save the changes and close the Change Category dialog.