Creating a Revision

You can create a revision of an object to capture a particular derivation during its lifecycle.

You can create a new revision of an object if:

  • The last revision is in a maturity state that authorizes revising.
  • The last revision of the object belongs to the local site. For more information, see Exchange Management User's Guide: Site Information.

Notes:
  • The enterprise item number, if any, is copied from the selected revision. For more information, see Engineering Release User's Guide: Managing Engineering Items: Specifying Enterprise Item Numbers for Engineering Items.
  • The New Revision command does not keep graphic properties modifications. For more information, see Product Structure Design User's Guide, Working with Persistent or Volatile Product Graphic Properties, Keep Modifications.
  • Creating new revisions is not allowed for every type of objects. An error message appears if you cannot create a new revision of the object you selected.

Required access roles: Reader, Contributor, Author, Leader, Owner. For more information, see Collaborative Lifecycle Access to Content.

Before you begin:
  • Select all connected objects together to duplicate the connections and move them to the new objects. Otherwise, the new objects will remain connected to the initial object. For more information, see Relation Management.
  • By default, you can create a new revision from any revision. Administrators can modify this behavior and allow the creation of revisions from the latest revision only. For more information, see Configuring Lifecycle and Collaboration Commands.
See Also
About Revisions, Branches, and Duplicates

Context: The following diagram shows examples of revisions:

P1 A is the initial revision of the family, and all other objects are revisions created along the same branch.

  1. Select one or several objects.
  2. From the Compass, click Collaborative Lifecycle.
  3. From the Lifecycle section of the action bar, click New Revision .

    The New Revision command can be run from a navigation tab, from an authoring tab, or from a Search Result tab.

    The New Revision dialog box appears. All the content to be revised is be displayed as well as all required content automatically added to the scope (for example, the representation of a 3D part).

    When the New Revision dialog box appears, the colored arrows in the first column let you know if the object is the last revision or not:

    • A green arrow indicates that the object and its required content are the last revision of the object.
    • A yellow arrow indicates that the object and its required content are not the last revision and the New revision from any revision option is selected.
    • A red arrow indicates that the selection and its required content are not the last revision, and the New revision from any revision option is cleared.
      Note: You cannot click OK when a red arrow is present.

  4. Optional: If there are attached document, to also create a revision of these documents, select the All documents option in the Propagation options section.
    The documents are added to the list.
  5. Optional: In the Applicability date field, click the calendar and choose a date to indicate the validity of this revision.

    This value is only used for information purposes. The Applicability date box may not be displayed depending on your setup. It is shown only when the Applicability Date attribute is shown in search results.

  6. Click OK to create the new revision.
    The new revision is created, and a confirmation message appears. No further save action is required.

    Depending on the type of the initial tab, a new Navigation tab, a new Authoring tab or a new Search Result appears with the new revisions. Multiple tabs can be displayed if unconnected objects were initially selected.

    Note: To replace the revision in an existing structure with the new revision, you must use the Replace by Revision command in an Authoring tab.