Limitations For Document Versioning

Document Versioning > Limitations For Document Versioning

This section lists the following limitations for document versioning:

• Queries

• Charts

• Reports

• Rules

• Configuration Management

• Test Management

• Integrations

• Fields

• Editable Fields

• Constraints

• Field Value Attribute Relationships

• Checking in a Document

• Existing Solutions

• Versioned Item IDs

For a list of known issues with document versioning, see the Windchill RV&S release notes.

Queries

• You cannot display a range of versioned items, for example, ID > 123-1.0 and < 123-2.0.

• You cannot display the content from a range of versioned documents, for example, Document ID > 123-1.0 and < 123-2.0.

Charts

Charts do not display ambiguous computed expression values in versioned content item data. If a chart contains an ambiguous computed expression, an error message displays.

Reports

The Windchill RV&S client GUI and Web interface include icons to indicate live fields (

) and ambiguous computed fields (

) in versioned items; however, reports cannot display these icons.

Rules

For information on how versioning impacts rules, see Rule Format.

Configuration Management

Document versioning is not intended for use with configuration management capabilities in Windchill RV&S. Some configuration management operations may not work or may produce unexpected behavior. For example, you cannot create change packages with versioned items and the Associated Issues tab in a Project Information window does not display versioned item IDs.

Test Management

Test Steps are not currently supported for versioned items. When creating a new version, Test Steps and Shared Test Steps fields are not copied to the new version. The Windchill RV&S client Web, GUI, and CLI display a message indicating that Test Steps are not supported for versioned items. The Windchill RV&S API displays an empty value.

In addition, the following limitations apply:

• Test Case relationships are not copied to the new version.

• Review Session relationships are not copied to the new version because they are a single-valued relationship field. Only multi-valued relationships fields can be copied.

Integrations

Document versioning is not intended for use with integrations. Some integrations may not work or may produce unexpected behavior. For example, note the following about the Microsoft Word, Microsoft Project, and Microsoft Excel integrations:

• Microsoft Word integration

◦ A versioned document can be exported using Gateway. But, if you export a live document with trace relationships to versioned documents, the trace relationships are exported, though the versioned item IDs are not exported.

◦ The Document > Edit in Word command is disabled for a versioned document.

◦ Reimport functionality is not supported for a versioned document. When reimporting a versioned document that is exported from Windchill RV&S, Gateway treats it as a new import operation and creates a fresh document.

• Microsoft Project integration

If you export a live document with trace relationships to versioned documents, the Microsoft Project integration successfully creates a row for the live document item and its related items. Rows are also created for versioned items in the relationship field.

When attempting to synchronize with Windchill RV&S, the Microsoft Project integration is unsuccessful in synchronizing the versioned items. This occurs because the Windchill RV&S API excludes versioned items when using the im issues command. For rows containing non-versioned items, you can synchronize them individually.

• Microsoft Excel integration

If you export live items with relationships to versioned content, the versioned item IDs are not exported.

PTC recommends that you do not use versioned data with integrations, for example, Microsoft Project and Microsoft Excel integrations.

Fields

The following types of fields are not copied to the versioned items:

• Incoming External Reference (IER) fields

• Single-valued relationship fields

Editable Fields

By default, once a type is configured to allow versioning, fields are not editable on document and content versions of that type. As administrator, you can allow editing for certain fields on versions.

For document model items, the Version Edit Fields list allows you to specify the fields that users can edit on versions. To indicate to users the fields that can update on versions, a live field icon (

) displays next to the fields when viewing versions. You can configure the following standard (default) fields as editable for versions:

Backward
Forward

For document and content versions, you can only allow editing on some field types and some built-in fields are not allowed. For the list of supported field types and built-in field restrictions, see “Significant Edit Fields” in the Customizing Document Content topic.

If any of the integer fields in the list of Version Edit Fields back a range field, the range field displays the live field icon (

) in document and content versions.

For example, if you add a float or integer field to the Version Edit Fields list, it can be used as a metrics field in document and content versions that is updated by an event trigger.

Constraints

If document versioning is enabled, versioned items may contain field data that does not currently match existing constraint rules even though the field data was valid at the time of versioning. Constraint rules are not evaluated and do not cause errors if the current values do not match existing constraint rules. Constrained fields display all possible values.

Field Value Attribute Relationships

If a field value attribute (FVA) relationship on a content node points to a single-valued relationship field on the shared item, versioning the content node displays a warning message that the FVA relationship field is one of the relationship fields that is not copied to the new versioned content node item.

Existing Solutions

If you have an existing solution installed, such as the ALM solution, enabling document versioning may impact fields and admin objects in the solution. For example, certain reports or triggers in the ALM solution may not work or may produce unexpected behavior.

With the release of Integrity 10.6 or later, the ALM solution download is no longer maintained or available for download from the Windchill RV&S Support Center. Contact your PTC Account Representative to learn more about available ALM solution offerings from PTC.

For more information on known issues, browse the Knowledge Base at:

https://www.ptc.com/en/support

The Knowledge Base articles may indicate potential workarounds or fixes that could be made to correct known issues.

Checking In a Document

Depending on the size of a document and your document model configuration, the initial check in to create a document version and content versions may take a long time to complete.

If the document contains content that was previously checked in individually, this may reduce the length of time to perform the initial document check in.

Deleting Live Document or Content Items

A live document or content item with versioned items cannot be deleted.

Versioned Item IDs

Versioned item IDs cannot be specified or displayed for the following:

Windchill RV&S Component	Affected Area
Relationships View	When loading a branch in the Relationships view (GUI), the versioned item ID does not display. After the branch is loaded, the versioned item ID displays.
Viewing and Editing Items	Computed fields and range fields (if using an FVA to ID) do not display versioned item IDs.
Export Items to Microsoft Excel	im exportissues (CLI) and Export Items to Excel (GUI/Web) do not export versioned item IDs.
CLI Commands	You cannot specify versioned item IDs with the following CLI commands: • im printissue • im propagatetraces • im branchsegment --insertLocation, --parentID • im issues --focusIssueID • im viewsegment --focusIssueID, --sessionID • im viewduplicates
Visual Studio and Eclipse Integrations	Versioned items are not returned in the integrations.
Windchill RV&S Web Services	You cannot specify versioned item IDs for input and output does not display versioned item IDs.
Logging	• Audit log does not display versioned item IDs. • Client and server logs display some versioned item IDs.
E-mail Notification	Relationship field values do not display versioned item IDs.