Setting Revision Numbers Automatically

Enterprise PDM can automatically set revision numbers on files and items as they pass through workflow transitions.

1. If you have not already done so, create the revision number format you want to use. See Creating Revision Number Formats.
2. Assign the revision number to the target state (for example, Approved) where files or items should have the revision number automatically assigned. See Assigning Revision Numbers to Workflow States.
3. Click Properties on the transition to the target state.
4. From the Transition Properties dialog box, create an Inc. Revision action. See Adding Transition Actions.
   Do not click Change revision counter to define component behavior from the transition. The component behavior is defined in the destination state. Only use this option when working with revision numbers with multiple counter components (see Creating Revision Numbers with Major and Minor Counters). Using this option inappropriately will cause revision numbers to skip or not increment.

5. To test the automatic revision number assignment, right-click a file and send it to the destination state, for example, Approved.

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