Promoting an Item in the Lifecycle
The Promote command advances a item from one state of the lifecycle to the next. The standard Lifecycle Advanced View is used to show and change operations and parameters for the item subtree.
During the Promote command, the user can specify the following attributes:
SmarTeam - Web Editor enables the user to propagate the above inputs to the children according to Promote rules.
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 promote an item in the lifecycle:
- Display the item's profile card.
- From the Actions menu, select Promote.
The Promote window appears:
See Light Mode Promote 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 Promote Page and Fields for details of all the operations and fields on this page.
Light Mode Promote Page and Fields
You can fill in the fields in the Light Mode Promote page as follows:
- Click the General tab to bring it forward:
- In the Comment field, right-click to enter any comments relating to this Promote process.
Note: When a item is promoted to Active, the user has to specify a Effective From (and optionally an Effective to) date. The item effectivity dates specify how long a item is effective for. The Effective From date for a new revision automatically sets the Effective to date for the previous revision.
- Click the Effectivity tab and perform the following:
- Click
to evaluate the Promote operation results and remain in the window.
OR
Click
to perform the Promote operation and exit the Promote window.
The next time the document's profile card is displayed, its status is shown as Promote in the state field.
Advanced Mode Promote Page and Fields
In the Promote Advanced Mode page, fill in the fields as described below:
- From the Change Operation combo box, select the action to be done:
- From the Actions combo box:
- Select Propagate Operation to apply this operation to the entire document branch.
- Type in comments in the Comments field and select Propagate Settings to apply all settings to branch
Note: When a item is promoted to Active, the user must specify a Effective From (and optionally an Effective to) date. The item effectivity dates specify how long a item is effective for. The Effective From date for a new revision automatically sets the Effective to date for the previous revision.
- Click the Effectivity tab and perform the following:
- Click
to evaluate the Promote operation results and remain in the window
OR
Click
to perform the Promote operation and exit the Promote window.
The next time the document's profile card is displayed, its status is shown as Promote in the state field.