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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.

To assign a revision number to a workflow state:

  1. Expand Workflows and double-click the workflow to open it.
  2. In the workflow editor, click the workflow state that will use revision numbers.

    The Properties dialog box for the workflow state opens.

  3. On the upper-left side of the Revision Numbers tab, expand the State revision number list and select the 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.

    The component counters of the selected revision number appear in the Name column.

  4. For each component, do one of the following:
    • 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.

      The revision number that will be used for the component is shown in the Preview column.

    • 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 OK 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. In the Increment Revision dialog box, confirm that the Revision column shows the current revision number and that Next revision shows the appropriate revision number based on the revision increment you set for the state.
    3. Click OK.

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



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