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Check in Dialog Box

You check in items after editing to make them available to users with appropriate rights. Until you check in an item, changes are saved in your local version only.

To display the Check in dialog box:

Right-click items and select Check In.

Toolbar Buttons

Some commands accessed from toolbar buttons are also available on the shortcut menu.

EPDM_next_warning EPDM_previous_warning Next Warning / Previous Warning Only shown when warnings are present and the Result column in the item list is displayed.

In the item list, changes the focus to the next item with a warning or the previous item with a warning.

Clicking a warning icon expands the hierarchy if it is collapsed and the warning is on a referenced item.

Contains_show_one_or_all_levels Levels Displays item references for the entire item hierarchy (Show All Levels) or just the top level of the item hierarchy (Top Level Only).

The setting defaults to the most recent setting you used.

You can also expand or collapse the hierarchy using the EPDM_expanded_arrow and EPDM_collapsed_arrow controls in the File name column.

SLW_select_files.gif Select Files Opens the Select Files dialog box, where you can specify a wildcard pattern to select items.
SLW_open_file_list.gif Open File List Opens a list of items in Microsoft Excel.
SLW_save_files.gif Save File List Saves the item list as a comma-separated .txt file.

Item List

To change the columns that are displayed, right-click any column heading and select columns to display them or clear columns to hide them. You can add up to 10 columns based on Enterprise PDM variables by clicking More and choosing variables from the Choose Columns dialog box.

Drag a column head to change the position of a column.

File name

Displays item ID.

Result
Expected operation result:
OK Operation will succeed.
info Additional status information.
EPDM_warningTriangle warning Warning conditions exist. Your administrator can configure which warnings block operations.
error Operation is blocked.
To quickly locate files with warnings or errors, use the Next Warning EPDM_next_warning and Previous Warning EPDM_previous_warning toolbar buttons or Ctrl + the up-arrow or down-arrow on the numeric keypad.
Check in

Select items to check in.

Keep checked out

Select to continue editing. Your current changes are checked in (creating new versions in the vault), but the item remains checked out.

Local ver.

The first number is the local (cached) version, or a hyphen (-) if locally modified. The second number is the latest version in the vault. For example, 4/6 means version 4 of 6.

New ver.

Version number after check in. The text is bold if the operation will create a new version. A new version is not created, for example, if the item is not locally modified.

For non-latest child items, choose which version to link to by clicking and selecting:
  • Use Local Version to link to the local (cached) version.
  • Use Latest Version to link to the latest version in the vault.
Checked out by

Shows users who have items checked out. You can only check in items that you have checked out.

If you hover over a user name, a pop-up window displays user information such as log in status, number of files checked out, and a link to email the user.

Checked out in

Computer and local folder where the item is checked out.

Referenced as

Specifies how a parent item references a child item. For items, the reference is always a full path.

Found in

Vault folder containing the item.

State

Workflow state of the item, such as Under Editing or Waiting for approval.

Comment

Type a description of your changes.

Comment is not active if the check-in will result in no new versions.
Use the History command to add or change comments for any version.

Shortcut Menu Options

Right-click in the file list to access these menu options:

Columns Lists column heads so you can display or hide columns.

Currently displayed columns are indicated by a check mark.

Click More to open the Choose Columns dialog box, where you can add up to 10 additional columns by selecting Enterprise PDM variables on which to base column heads.

Show Reference Selection Controls For items with references, turns on a second check box to the right of parent items.

Use the left check box to select or clear only the parent item.

Use the right check box to select or clear the parent item and all of its references.

If all check boxes are not in the same state, the added check box displays workflow_box_inherited.gif.

Select All Selects all items, so that you can check or clear the Check in or Keep checked out columns.
Select Files Displays a dialog box where you can specify wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Check in or Keep checked out columns.
Show Tree Lines Adds tree lines to the File name column.
Check In All Files Selects all items in the Check in column.
Keep All Files Checked Out Selects all items in the Keep checked out column.
Open File List Opens a list of the items in Microsoft Excel.
Save File List Lets you save the item list as a comma-separated .txt file.


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