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<< Click to Display Table of Contents >> Navigation: Revisions > Lifecycle of a Document > Revision related commands/actions in detail |
An action in the revisions process is the change of state of a document and can only be performed by an Administrator in the network.
For an overview scheme of the process, see the topic The life-cycle of a product.
For a detailed description of the states, read the topic States.
This is done when saving for the first time a document. MechworksPDM automatically tags this document with the NEW state.
From the MechworksPDM browser, or from the main pull-down menu, choose Edit on a document in the NEW state.
Press the NEW REVISION button: a dialog for choosing the initial revision value is displayed
Automatic assignment of next revision index using the file REVISION.LST
The initial revision value is read in the LST\REVISION.LST list file, so you can change the values in the template example file.
The REVISION.LST file can contain a reference to another file: a default handler of the revision name builder, without the need to activate the OnNewRev.LST
@GETNEXTFROMSCRIPT MyOnNewRev.LST
If the REVISION.LST list file contains as first line the string @GETNEXTFROMLIST, the next revision index will be assigned in sequential order as listed in the file. After reaching the last entry in the list, the revision index will follow the automatic rules embedded in MechworksPDM. Please note that if a ONNEWREV.LST file is programmed, in no case the revision values listed in the file will be used.
Example1
REVISION.LST
A
Z
D
01
LAST
<empty line>
Since no @GETNEXTFROMLIST is declared, MechworksPDM will start with the value A, and automatically will follow with B, then C, then D, �
Example2
@GETNEXTFROMLIST
A
Z
D
01
LAST
<empty line>
Since @GETNEXTFROMLIST is declared, MechworksPDM will start with the value A, then will follow with Z, then D, then 01, then LAST, and since LAST is the last entry, will follow automatically with LASU, LASV, LASW, LASX, �.
The script ONNEWREV.LST, where present in the /lst directory, is automatically called at the creation of a new revision, usually to assign the revision ID automatically. This is the case if you need to set a customized naming pattern procedure for subsequent revisions in your company.
Confirming the value of the initial revision, a dialog displays for inserting a description of the revision. Pressing OK on this dialog, it creates a new revision and the document is set to CHECKED_IN state.
Right-click a document in the browser: in the Check In/Out sub-menu the entry CheckOut is enabled only if the document is in a CHECKED_IN state.
Click it, and MechworksPDM creates a temporary copy of the document and opens the original in SolidWorks.
When a document is checked-out, the fields CHECK_OUT_BY and CHECK_OUT_DATE are automatically filled in.
A read-only temporary file __DBWUNCHK__< document name > is created as a backup copy of the original file.
The checkout of a just loaded checked-in or released document unlocks the read-only attribute of the in-memory model.
Optionally (see revisions opions), you can ensure that only the creator of the item can check it out.
Right-click a document in the browser: in the Check In/Out sub-menu the entry Undo checkout is enabled only if the document is in a BEING_MODIFIED state. Click it and MechworksPDM invalidates the last CHECK-OUT operation and restores the previous document state.
This action can be performed with the checked out document open in SolidWorks Desktop, by choosing the entry Checkin in the main menu of MechworksPDM.
The action performs the following list of operations:
1.Saves the current opened BEING_MODIFIED document
2.Displays the MechworksPDM data entry mask for adding descriptions and comments to the document; the LAST_UPDATED_BY and LAST_UPDATED_DATE are automatically filled in.
3.Copies the temporary file on the checked-in file
4.Sets the document state to CHECKED_IN
The same action may also be performed with no documents open in the SolidWorks Desktop, by right-clicking a checked-out document in the MechworksPDM page, and clicking Check In/Out, Checkin. This entry is enabled only if the document is in a BEING_MODIFIED state.
Right-click a document in the browser, click Check In/Out, Undo checkout: MechworksPDM invalidates the last CHECK-IN operation restoring the previous document state. This entry is enabled only if the document is in a CHECKED_IN state.
From the MechworksPDM browser, or from the main pull-down menu, click Edit for a document in the CHECKED_IN state.
Click the REVISIONS button: a dialog appears with, at the bottom, the list of the revisions of the document as well as the APPROVE button; press it, and a dialog with one or two choices is displayed:
If this is the first revision of a document, click OK to approve the revision for this document.
If this is not the first revision, you may want to merge the revision changes into the previous revision (suppose, for example, that you have changed only the displayed colour of a part ). You can therefore choose one of the following options:
1.Approve changes and confirm the creation of the new revision
2.Approve changes modifying the last approved revision
Select the the optional mode and click OK to confirm the approval of the revision.
The document must be in RELEASED state.
Right-click a document in the browser and in the pop-up menu click Check In/Out, Freeze; the data entry mask for assigning some comments appears before making the document OBSOLETE.
A special note is necessary for the Open command, that behaves in three different ways depending on the state of the document:
•if the document is in the NEW state, it opens the document as read/write
•if the document is in CHECKED_IN, RELEASED or FROZEN state it opens a READ-ONLY copy of the original document file
•if the document is in BEING_MODIFIED state, it opens the original copy of the document after making a temporary backup copy.