User Interface > The Revision Form

The Revision form

The revision form is in the interface for managing the revision process for a given document. In this topic we will not go into an explanation of the revision process but will show the form and how to interact with it.

To open the revision form or start a revision process, click the Revisions button from the Documents Page:

images_dialogs_btnRevisions

Then, the form appears:

images_dialogs_btnDeleteRevision

to see enabled the button Delete you've to open the browser for updating

View previous revision record in distinct form

It is also possible to display the record of a previous revision in a separate form to make it more readable:

images_dialogs_revSeparateForm

After having selected a previous revision in the grid and having pressed the View record button, on the right side of the revision form is displayed the record data of the previous revision.

Editing of a revision record

The View record button, available from the Revisions Input Form when selecting a revision, and when unchecked the option

Revisions→Avoid database record editing if released or checked out by someone else

changes its functionality into Edit record if the document record is currently edited (yellow background).

images_dialogs_RevSeparateFormEdit

Compare models

See specific topic

Interface elements

You can find a short description of the interface elements below. To see how the same elements in action, refer to Revisions by example.

Interface elements

Header

It's the identifier of the document

List of fields
(across sheets)

Revision	It's set when you create it
Created by	Set automatically by MechworksPDM when you create the revision
Creation date	Set automatically by MechworksPDM when you create the revision
Approved by	Set automatically by MechworksPDM when you approve the revision and release the version
Approval date	Set automatically by MechworksPDM when you approve the revision and release the version
Effective from date	Indicates the start of the actual manufacturing process, usually not the release date
Effective to date	Indicates the end of the actual manufacturing process
Notes
Document unique ID	system field
Document update stamp	system field

Previous revisions grid

Includes a record for every previous revision

Create a new revision

Starts a new revision for the document

Approve this revision

Approves the current revision; the document state becomes Released

Activate

Activates an older revision. You have to select one in the Previous revisions grid before clicking this button

Please note that this command is valid only for the currently selected record and not for its children. If you perform this command on an assembly you won't activate older revision for its children too, but only on the assembly file, and missing file will be reported.

Because of this, to activate an older revision for an assembly and all its children, you have to use the specific functionality Restore a previous revision for the node and all the children you can find in the button bar of the TreePage.

Visualize

Opens a previous revisionseparately as a read only document. The current revision remains untouched.

BOM

Make a BOM of revisions

Compare Models

Allows to compare the models of a Part/Assembly at different Revisions

Delete

Deletes both the record and the associated files. Multiple selection available.

Saves to the database the field values displayed on the screen

Custom commands associated to scripts

It is possible to add custom commands that are displayed as added menu entries.

images_myRevisionAction

Read the topic Custom menu entries for more information