Demoting an Item in Lifecycle

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 demote an item in the lifecycle:

  1. Select an item to display its profile card.
  2. From the Lifecycle menu, select Demote.
  3. The Demote page appears.

    See Light Mode Demote Page and Fields for details of all the operations and fields on this page.

  4. If you need to apply the operation to single or multiple selections with children, click to open the Check Out window in Advanced Mode.
  5. See Advanced Mode Demote Page and Fields for details of all the operations and fields on this page.

Light Mode Demote Page and Fields

Link to Lifecycle_Promote_Light_Mode%201.gif

You can fill in the fields in the Light Mode Demote page as follows:

  1. Click the General tab to bring it forward:
    • In the Comment field, right-click to enter any comments relating to this Promote process.
  2. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status.
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields.
  3. Click to evaluate the Demote operation results and remain in the window
  4. OR

    Click to perform the Demote operation and exit the Demote window.

    The next time the document's profile card is displayed, its status is shown as Demote in the state field.

Advanced Mode Demote Page and Fields

Link to Lifecycle_Demote_Advanced_Mode%201.gif

In the Demote page, fill in the fields as described below:

  1. From the Change Operation combo box, select the action to be done:
    • Set to Demote - Select this option to perform a Demote operation on the item
    • Set to No Operation - Select this option to perform no operation on the selected document
  2. From the Actions combo box:
    • Select Propagate Operation 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
  3. Click the Effectivity tab and perform the following:
    • Phase: Open the combo box to select an option to define the phase for this revision. This field is descriptive only and does not affect the revision status
    • Effective From/Until: Click the Date button to enter applicable dates for effectivity in these fields
  4. Click to evaluate the Demote operation results and remain in the window
  5. OR

    Click to perform the Demote operation and exit the Demote window.

    The next time the document's profile card is displayed, its status is shown as Demote in the state field.