Administering Revision
As an administrator, you can configure how the system behaves during a revision operation. Server-side settings can determine whether to:
• allow revision to a level other than the next in the revision scheme.
• create or maintain passive associations during a revision action.
• synchronize revision levels of CAD documents and parts during an auto-associate action.
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The revision level synchronization behavior described in the section, ‘Configuring the Synchronization of Revision Levels During Auto Associate’, also applies to the revise action when > is set to Yes.
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The following topics describe each of these configurations.
Configuring the Ability to Set a Revision Level
The preference, > , allows setting the target revision of an object by adding a Select Revision control to the New Revision page. The preference, > , allows setting the target revision of an object by adding a Set Revision control to the New CAD Document user interface. When either of these preferences is set to "Yes," the user is allowed to set the target revision of the object in the respective user interface. When the value is "No," the object is revised to the next revision level in its series. The default is "No."
Properties for New Revisions
Following is a summary of the properties for new revisions.
• By default, all new revisions should be created in the same location (context and folder) as the original.
• If there is a user interface, the user can override the default location and choose to place the new revision somewhere else.
• For Windchill PDMLink, the team and life cycle are determined by the object initiation rules of the context.
• The view of new parts defaults to the same view as the original.
Configuring the Synchronization of Revision Levels During Auto Associate
A server-side preference, > > , allows you to set the behavior for the revision of CAD documents and parts during the Auto Associate operation.
Set Revision For Part can be set to the values "Yes" or "No" (default). When set to "Yes" the revision of a WTPart is set to that of the actively associated CAD document during an auto-associate action.
Auto Associate attempts to set the part’s revision to match that of the CAD document when both the following situations apply:
• When an active association is to be created between the part and the CAD document
And
• Only when the auto-associate action creates a new part for association. A matching revision cannot be set to the working copy of a part. Even if the part is initially checked in, because Auto Associate checks out the part before creating an active association, a matching revision is not set to such an existing part.
The following rules apply to both the auto associate and associate (revising both part and CAD document) actions when > is set to "Yes."
• A revision matching that of the CAD document is set to the part when the CAD document revision is higher than that of the part.
• A revision matching that of the CAD document is not set to the part if:
◦ The CAD document revision is lower than the part
◦ The CAD document and part revisions do not belong to the same revision series
If Set Revision For Part is set to "No," Auto Associate continues without trying to set a revision level.