Lifecycle Options

 

Your Assemblies are often complex with numerous subassemblies. As you manage the revisions of the Assembly, you must keep track of the status of the revisions of the parents and children of each Assembly. SmarTeam provides several life cycle options that can assist you in this task.

  1. Select SmarTeam>Life Cycle and choose a life cycle operation (Check Out for example).

  2. In the displayed dialog box, right-click on a document to display a dropdown menu.
    A list of lifecycle options is displayed. This list differs according to the lifecycle window being displayed.

Lifecycle menus include the following lifecycle options:

Command Description Example
Associated Objects Enables you to view those documents that are linked to the selected document. You can then perform lifecycle operations on these Associated Objects. See Managing the Revisions of a Drawing for a complete description. In SmarTeam, a Drawing (Stump Preacher Guitar Drawing) was created based on a Stump Preacher Guitar Drawing. When you check out the Stump Preacher Guitar Drawing you can view and manage its link (the Stump Preacher Guitar Drawing).
Propagate Operation Performs the same life cycle operation on the Assembly and all its children. When you check in an Assembly, you can check in all the children simultaneously.
Relatives Checked Out Displays the parents or children of a document that are currently Checked Out. When you manage an Assembly, you can view a list of its parents or children that are currently being modified (checked out) in the Relatives Being Modified window. This is particularly helpful when you wish to release an Assembly, since all its documents must first be checked in.
Show Parents Displays the parents of a document in a separate window. You can then select the parents that you wish to check out as well. When you check out a Part that is a child of a few different Assemblies, the Show Parent window displays the parents of the selected document and their revision status. You can then choose the Assemblies that you wish to check out together with the Part.
Switch to Latest Revision Enables you to check out the latest revision of a document. When you check out a Part that has numerous revisions, the Switch to Latest Revision option automatically checks out the most recent revision.
Replace Revision Enables you to choose a different revision of a document and perform a life cycle operation on it. This option also enables you to link the latest revision of the subassemblies to the Assembly being checked out. When you check out a Part that has three revisions, you can replace the displayed revision with a different one.

Also, when you check out an Assembly, you can link it to the latest public revision of each of its subassemblies.

 

Propagate Operation

Performs the same life cycle operation on the Assembly and all its children.

  1. In any lifecycle window, right-click an Assembly and select Propagate Operation.
    The icons of all the children change to reflect the revision operation to be performed.

  2. Complete the fields in the revision window (optional).

  3. Click Apply to perform the operation and remain in the view, or click OK to perform the operation and exit the view.

Relatives Being Modified

Displays the parents or children of a document that are currently Checked Out.

  1. From the Check Out/New Release dialog box, right-click a document (not its icon) and select Relatives Being Modified.
    The relatives (parents or children) that are currently in the Checked Out state are displayed:

    The icon represents a parent.

    The icon represents a child.

Show Parents

Displays the parents of a document in a separate window. You can then select the parents that you wish to check out as well.

  1. From any Check Out/New Release dialog box, right-click on a document (not its icon) and select Show Parents.
    Note that using the Shift Key lets you select multiple parents.
    The Select Parents dialog box displays the parents of the selected document.

  2. To check out the parents, select the parents in the Select Parents dialog box.

  3. Click OK.

    The parents are added to the list in the Check Out dialog box and will be checked out together with the source document.

Switch to Latest Revision  

Checks out the latest revision of a document.

  1. In the Check Out/New Release dialog box, select Switch to the Latest Revision.
    A dialog box opens displaying the newly created revision.

 

 

 

 Replace Revision

Enables you to choose a different revision of a document and perform a life cycle operation on it. Enables you to link the latest revision of the subassemblies to the Assembly being checked out.

A document can have several revisions as it is checked in and checked out of the vault. If you are currently performing a life cycle operation, such as Check Out, on one of the revisions, you can check out a different revision of the document in its place.

During the development of an Assembly, its children may undergo several revisions. When you check out the Assembly, you can check out the latest revision of its children.

The Replace Revision option enables you to replace the following:

  • Replace the document selected for the Check Out/New Release operation, using the Replace Revision/Select command. For example, if you selected to check out the Part phone b.1, and then choose Replace Revision/Select, you can check out a different revision of the Part, such as b.2 or b.3.

  • Replace the children of the Assembly being checked out, using the Replace Revision/Revert to Last option. For example, if you selected to check out the Stump Preacher Guitar Assembly, and then choose Replace Revision/Revert to Last, all the children of the Assembly switch to the last public revision. The newly created revision of the Assembly will be linked to the last public revision of the children. This option is particularly helpful when you wish to work with the latest revision of all the children of an Assembly.

 

  1. From the Check Out/New Release dialog box, right-click on a document (not its icon) to display a dropdown menu and choose Replace Revision.

  2. To replace the document selected for the current Check Out/New Release operation: Choose Select to display a list of revisions.

  3. Choose a revision and click OK.
    In the Check Out window, the selected revision will replace the original revision.
    or
    Choose Revert to Last to check out the last public revision of the children of the Assembly currently being checked out. The newly created revision of the Assembly will be linked to the latest public revision of all its children.