Configuring Promotion Rules for Documents Associated with Products

You can enforce how specifications and documents are managed based on the lifecycle state of the products with which they are associated. For example, by default, users cannot add documents as references to products that are in either the Frozen or Released state. You can change this setting.

For more information, see Add Transition Controls and Typical Lifecycle Changes.

Required Responsibility:

  • Baseline: Administrator
You can add promotion control rules to:
  • Enforce whether a specification must be released before its associated product is released.
  • Specify whether documents as references may be added to products that are in either the Frozen or Released state.

  1. Open the 3DDashboard Platform Manager.
  2. Select the Content tab.
  3. Under Collaborative Spaces Configuration Centers, select Maturity Graph.
  4. Under Maturity Graph, select Engineering Definition.
  5. Click the required lifecycle transition arrow. The arrow turns orange.
  6. Click Add control rule on transition.
  7. For Object Type, select Physical Product.
  8. For Rule, select Reject if any of the Governed Children is not on Target State.
  9. For Consider, select All Children Types.