Creating a New Release
After a document has been released to the next production stage, it may be required to carry out additional modifications to the document, even though it has been released. In this case, a document assigned a Released status can only be taken out of the vault by carrying out a New Release operation. This operation will automatically create a new revision for the document.
You can perform a Release lifecycle operation on a document that is assigned one of the following states:
- New
- Checked In
- Checked Out
Note: Before you perform a lifecycle operation verify that the lifecycle default view in the Preferences window is configured for the mode you require. See Configuring Lifecycle Options for details.
To release a document assigned a Released state to the SmarTeam vault:
- Select the document to display its profile card.
- From the Lifecycle menu, select New Release
.
The New Release page appears.
See Light Mode Release Page and Fields for details of all the operations and fields on this page.
- If you need to apply the operation to single or multiple selections with children, click
to open the Check Out window in Advanced Mode.
See Advanced Mode Check Out Page and Fields for details of all the operations and fields on this page.
Light Mode New Release Page and Fields
You can fill in the fields in the Light Mode New Release page as follows:
- Click the General tab to bring it forward:
- In the Revisions tab, select the checkbox to create a new branch.
- Click the Effectivity tab and perform the following:
- In the Options tab:
- Click
to evaluate the New Release operation results and remain in the window.
OR
Click
to perform the New Release operation and exit the New Release window.
Advanced Mode New Release Page and Fields
Fill in the fields in the Advanced Settings New Release page:
- In the Change Operation combo box, select the operation to perform:
- In the Actions combo box, select the action to perform:
- In the Comment field, right-click, to enter any comments relating to this New Release process.
- In the Revisions tab, select the checkbox to create a new branch.
- Click the Effectivity tab and perform the following:
- In the Options tab:
- Click
to evaluate the New Release operation results and remain in the window.
OR
Click
to perform the New Release operation and exit the New Release window.