Revision states in detail

<< Click to Display Table of Contents >>

Navigation:  Revisions > Lifecycle of a Document >

Revision states in detail

States

The state of a document in a revision process defines its availability for modifying and saving modifications brought by the user. Here's a detailed list of the possible states during the revision process. For a complete references of the actions that determine change of state, read the topic Revisions actions.

database behavior

field

value

DOCUMENT.STATE

NEW

DOCUMENT.CREATED_BY

<creator name>

Remarks

This state represents a newly created document; for compatibility with a working model where NO REVISIONS and NO LIFE CYCLE are involved, this is the DEFAULT state when saving a document for the first time. In this state the document is in any case added to the database, and is available to everybody in the local workgroup.

File state

<document name> READ/WRITE

Possible actions

New revision

database behavior

field

value

DOCUMENT.STATE

CHECKED_IN

DOCUMENT.CREATED_BY

<creator name>

DOCUMENT.LAST_MODIFIED_BY

<team member name>

DOCUMENT.CHECKED_OUT_BY

NULL

REVISION.CREATED_BY

<project manager name>

Remarks

This state represent a document for which the process to build a new revision has been started.
The project manager creates a new revision going in the EDIT functionality of the document (right-clicking it), pressing the NEW REVISION button and adding a new revision to the document.

File state

<document name> READ ONLY

Possible actions

Check out Approve Undo checkin

images_icons_symbol-forbiddenThe forbidden symbol in the red rectangle indicates at a glance that the document is currently checked out by another user.
Note that the document is managed as read-only for the current user.

database behavior

field

value

DOCUMENT.STATE

BEING_MODIFIED

DOCUMENT.CREATED_BY

<creator name>

DOCUMENT.CHECKED_OUT_BY

<employee name>

DOCUMENT.LAST_MODIFIED_BY

<team member name>

REVISION.CREATED_BY

<project manager name>

Remarks

This state represent a document that is being modified by someone in the project team. A temporary copy of the original is made and the original document is made accessible only to the user that has checked it out. In this state a document will never be saved in the database.

File state

<document name>

READ/WRITE

__DBWUNCHK__< document name >

READ ONLY

Possible actions

Check in Undo checkout Approve

database behavior

field

value

DOCUMENT.STATE

RELEASED

DOCUMENT.CREATED_BY

<creator name>

DOCUMENT.LAST_MODIFIED_BY

<team member name>

DOCUMENT.CHECKED_OUT_BY

NULL

REVISION.CREATED_BY

<project manager name>

REVISION.APPROVED_BY

<project manager name>

Remarks

This state represent a document for which a revision has been approved. The document cannot be modified again without creating a new revision (so changing the state into CHECKED_IN). A .GZ copy of the document is written in the same directory of the document.

File state

<document name>

READ ONLY

<document name>.<id revision>.GZ

READ ONLY COMPRESSED

Possible actions

New revision Freeze

database behavior

field

value

DOCUMENT.STATE

OBSOLETE

DOCUMENT.CREATED_BY

<creator name>

DOCUMENT.LAST_MODIFIED_BY

<team member name>

DOCUMENT.FROZEN_BY

<project manager name>

REVISION.CREATED_BY

<project manager name>

REVISION.APPROVED_BY

<project manager name>

Remarks

This state represent an obsolete document, out of the production cycle.

File state

as it was when the document has been frozen, with all the revision files .GZ on the disk.

Possible actions:

no user interface actions available from this state

To go back from a frozen state you've to write a script that calls the UnFreeze shell command

States representation in grid interface

images_states

A document may have five states; every state is mapped with a different COLOR in the interface;

In the figure, Part111 is in NEW state, Part1 is in CHECKED_IN state, Part13 is in BEING_MODIFIED state (checked out), Part11 is in RELEASED state and Part12 is in OBSOLETE state (after a Freeze).

States representation in trees

images_statesTrees