Document Lifecycle States

When a new object is created, it has the status New. Its file is not yet placed in the vault. When you perform a Check In operation on the object its file is then placed in the vault and cannot be modified until the object is checked out of the vault. Lifecycle management operations can now be applied to this object; after each Lifecycle operation, the object's status is changed. The table below lists all Lifecycle operations, the resulting state and a description of the state.

Lifecycle Options
Resultant State
Description
Open File - Opens a selected file.

Open File

It enables you to open a file in the native application, e.g. CATIA. You can modify, save or perform a Check in operation.
Copy File - Copies a selected file
Operation:
  • No Operation
  • Copy File
Actions:
Propagate Operation
Propagate Settings
Show Parents

Copy File

The copied file is placed in a local directory.
Check In - checks in a new object and places its file in the vault or places an object that is checked out (being modified) back in the vault.
Operation:
  • No Operation
  • Check In
Actions:
  • Propagate Operation
  • Propagate Settings
  • Show Parents of Previous Revision
  • Update Parent with New Revision

Checked In

The object's file is placed in the vault, and cannot be modified but may be accessed. You can copy it to view it but not modify it. In order to change a file, a SmarTeam - Web Editor user must check the object out of the vault.
Check Out - checks out a Checked In object from the vault.
Operation:
  • No Operation
  • Check Out
  • Copy File
Actions:
  • Show Relatd Objects being Modified
  • Replace with Selected Revision
  • Switch to Latest

Checked Out

This state is assigned to an object that has been checked out. The object's file is undergoing changes and is in a user's work directory. No other user can currently modify the file but other users can view the file of the parent revision. After the object is checked back in or released, the state is changed to Checked In or Released.
  • New Release - makes a new copy of the Released object placed in the Released vault. The resultant object is a new revision of the source object.
Operation:
  • No Operation
  • New Release
  • Copy File
Actions:
  • Show Relatd Objects being Modified
  • Replace with Selected Revision
  • Switch to Latest
  • Update Parent with New Revision

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.
Release - transfers an object to the Released state.
Operation:
  • No Operation
  • Release
Actions:
  • Propagate Operation
  • Propagate Settings
  • Show Parents of Previous Revision
Released
After a stage of development is completed, the object's file is saved in the vault for released files.
Obsolete - transfers an object to the Obsolete state.
Operation:
No Operation
Obsolete
Actions:
Propagate Operation
Propagate Settings
Show Parents
Obsolete
The object's file can be accessed by any SmarTeam - Web Editor user but cannot be changed. It is stored in a vault of inactive files.
Undo Check Out - cancels check out and transfers a object back into the vault.
Undo Check Out
If you perform a Check Out operation on a object unintended, this option enables you to undo the check out and return the file to the vault.