Connecting to State-Sensitive File/Folder in DesignSync

You can connect to state-sensitive files or folders in DesignSync.

If the object you need to connect to is used within a task, you can specify the state at which the task considers the object "complete." For example, if the task requires the approval of a document, the completion state would be Approved. When the object reaches the Approved state, then the task is automatically promoted to its next state, taking into consideration any other objects or subtasks associated with the task. The dialog box lets you choose any lifecycle state, so you need to understand how the tasks are designed to select the required state.

The Create New > State Sensitive DesignSync File/Folder menu replaces the Create IC Document and Create IC Folder commands in prior versions.

Before you begin: Navigate to the Content page for an object that lists documents, such as a Bookmark.
  1. From the page that lists documents, click Create New > State Sensitive DesignSync File/Folder from the page Actions menu or toolbar.
  2. Enter the following details:

    Field NameDescription
    NameEnter the name for the file you are connecting or check the AutoName box to have the system assign a name.
    TypeSelect the type of business object the DesignSync file will get associated with.
    PolicySelect the policy governing the business object.
    Completion StateFrom the list, select a state. The list displays the states defined for the selected policy. The selected state is used to calculate when the task associated with the object is considered complete.
    DescriptionEnter a descriptive comment about the file you are connecting.
    ServerSelect the DesignSync server (for example, rootOf2647).
    PathBrowse to select the path, or ehter the path into the box. If you enter the path:
    • For a file, enter the directory path and the name of the file (for example 
      /Projects/Documents/File1.txt
    • For a folder, enter the directory path to that folder (including the folder name). If the relative path to the folder does not exist in the server, it is created.

    If you enter the path and select a folder, the path field must not end with ';' since a folder cannot end with a semicolon.

    If you manually enter the path, it cannot contain any of these special characters: @,*?[]#${}"<>|: ' ~%^&()`=

    SelectorEnter the name of the branch where the file will be stored. If the branch entered is not a legal branch selector, an error is returned during check-in
    • If you enter Trunk, the system appends :Latest to the branch; the selector would be Trunk:Latest.
    • If you enter a text string with a colon, the system appends Latest to the branch. For example, if you enter Gold:, the selector would be Gold:Latest.
    • If you enter a text string other than Trunk without a colon, the system does not append anything to the branch. For example, if you enter Gold, the selector would be Gold.
    Viewer FormatSelect the format (for example JT) in which you want the file to open for viewing.

    To search for the path:

    1. Click for Select Object from Server.
    2. Select the object on the DesignSync server that you want to connect to.
    3. Click Submit.

      Your choice selects the option for the selected type of DesignSync object: File or Folder.

  3. Click Done.

    The connection is created. A business object is created and all metadata related to the connection are stored in this object for reference.

    The connect operation succeeds even if no physical file exists in DesignSync.

    If you see an error message with "connection refused," the DesignSync server is down or otherwise unavailable. Contact your System Administrator for help.