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:

To release a document assigned a Released state to the SmarTeam vault:

  1. Select the document to display its profile card.
  2. From the Lifecycle menu, select New Release .
  3. The New Release page appears.

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

Light Mode New Release Page and Fields

Link to Lifecycle_New%20Release_Light%20Mode%201.gif

You can fill in the fields in the Light Mode New Release 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 New Release process
  2. In the Revisions tab, select the checkbox to create a new 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. In the Options tab:
    • Select or clear the Copy General Link checkbox
    • Select or clear the Replace Local Files checkboxes:
      • For in-work files, select the checkbox to replace local files that were created in previous Check Out or New Release operations
      • For copied files, select the checkbox to replace files from previous copy operations
  5. Click to evaluate the New Release operation results and remain in the window.
  6. OR

    Click to perform the New Release operation and exit the New Release window.

Advanced Mode New Release Page and Fields

Link to Lifecycle_New%20Release_Advanced%20Mode%201.gif

Fill in the fields in the Advanced Settings New Release page:

  1. In the Change Operation combo box, select the operation to perform:
    • Set to New Release - Select this option to copy the file to the New Release vault. You can modify the document by checking it out as a New Release with a new revision number
    • Set to No Operation - Select this option to perform no operation on the selected document.
  2. In the Actions combo box, select the action to perform:
    • Propagate Operation
    • Propagate Settings
    • Show Parents
  3. In the Comment field, right-click, to enter any comments relating to this New Release process.
  4. In the Revisions tab, select the checkbox to create a new branch.
  5. 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.
  6. In the Options tab:
    • Select or clear the Copy General Link checkbox
    • Select or clear the Replace Local Files checkboxes:
      • For in-work files, select the checkbox to replace local files that were created in previous Check Out or New Release operations
      • For copied files, select the checkbox to replace files from previous copy operations
  7. Click to evaluate the New Release operation results and remain in the window.
  8. OR

    Click to perform the New Release operation and exit the New Release window.