Assigning Revision Numbers to Workflow States

You can assign revision numbers to workflow states so that revision numbers are set on files or items only in certain states, such as Approved. Typically, you assign revision numbers to workflow states as part of setting up automatic revision numbers. However, users with sufficient rights can also set revision numbers manually.

1. Expand Workflows and double-click the workflow to open it.
2. In the workflow editor, click Properties on the workflow state.

   The state box expands to show additional options.

3. Under Increment Revision Command, select a revision number from Revision number to use.
   If your revision number is not listed, you probably had the workflow open when you created the revision number. Exit and re-open the workflow.

   All component counters in the selected revision number appear under Components to update.

4. For each component under Components to update, do one:
   • To increment the counter, under Increment by, type the increment number (typically 1).
   • To reset a counter, under Reset to, type the number to which you want the component set.
   • To leave a counter unchanged, leave both Increment by and Reset to empty.

   For example, if using major and minor revision components, you might set the major component to increment by 1 and the minor component to reset to 1.

5. Click to save the workflow state.
6. Click Save or File > Save to save the workflow.
7. To test the revision numbering, manually set the revision number on a file from Enterprise PDM Explorer View:
   1. Right-click a checked-in file that is in the workflow state you just edited and select Increment revision.
      You must have sufficient rights to set revision numbers.

   2. From the Increment Revision dialog box, confirm that there is no current revision (Revision is blank) and that Next revision is correct.
   3. Click OK.

      The History dialog box, Explorer Version tab, and Get Version listing for this file should all show the new revision number.