Creating a Revision from an Existing Object

You can create a new revision of a structure integrating changes from another structure, that can be one of its revisions, duplicates, or branches.

The New Revision From command allows you to also revise the children of the selected object.

With the New Revision From command, you can use the following objects to create the new revision:

  • Any revision of the selected object, in any branch of the revision family
  • Any revision of any duplicate of the selected object

In this page, the revised structure is referred to as the reference structure. The structure providing the changes is referred to as the source structure.

Important: For a successful execution of the New Revision from... command:
  • The selected revision and the latest revision must be in a revisable state. The Allow new revision from any revision option is ignored.
  • The reference structure must not contain different branches of the same reference, or different revisions of the same reference, or references belonging to the same component family.
  • The modified structure must not contain different branches of the same reference, or different revisions of the same reference, or references belonging to the same component family.
  • Objects in the reference structure and objects in the modified structure must have the same type.

Note: The enterprise item number, if any, is copied from the source object. For more information, see Engineering Release Management: Managing Engineering Items: Specifying Enterprise Item Numbers for Engineering Items.

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


Before you begin: Open the reference structure and the source structure in navigation or authoring tabs.
See Also
About Revisions, Branches, and Duplicates

Context: The following diagram shows examples of revisions created from existing objects:

A new revision of P1 D (selected revision) is created in the P1 branch, using the content of P3 B. Therefore, P1 and P3 branches are merged.

  1. Select the root node of the source structure.
  2. From the Compass, click Collaborative Lifecycle.
  3. From the Lifecycle section of the action bar, click New Revision From .
    The Summary and Options dialog box appears.
  4. Select the root node of the reference structure you want to revise.
    The number of revised items and new items are listed in the Summary section. A B.I. Essentials section also appears, showing the status of each element of the source structure:
    Color Status


    To be revised


    To be inserted as new


    To be reused

    For more information, see Merging Branches with New Revision From.

  5. To modify the duplication status for the selected objects, in the tree or in the 3D area, select an object and select the required option.

    Note:
    • When a node is selected, all the occurrences of the corresponding reference are taken into account for revising.
    • Aggregated content (unshared representations, instances, ports, and connections) under selected references is also taken into account.

  6. To modify the name of branches created with the To be inserted as new option, enter a prefix string in the Options section.

    The default usage of this string is defined in the Business Logic. For more information about the user-defined duplication string option, see Identification.

  7. To create the new revision, in the Options section, click OK.
    Depending on the type of the initial tab, the new revision appears in a new navigation or a new authoring tab. No further save action is required. The revised objects include the changes from the source structure.

    Notes:
    • The structure under the new revision of the root is identical to the structure of the source structure. It replaces the structure of the original revision completely.
    • The attributes of the new revision, including its title, are copied from the source structure. You can modify them afterward.
    • Creating a revision from an existing object is not a configured operation. Therefore, the variability space and effectivities are inherited from the source structure.