When you want to promote an object from one life cycle state to another, you can use two standard review and approve workflow processes within a life cycle template.

The promotion request window guides a user requesting a promotion of one or more objects through the promotion process. The user can add dependents of parts and CAD documents to the request through this process. All objects requested for promotion must be set to the same target life cycle state. If the objects requested for promotion do not share any life cycle states, no promotion can be completed.

Two out-of-the-box workflow templates support the Promote transition:

For a more detailed graphical view of each workflow template, see Default Promotion Process Workflows and Promotion Request Review Process Workflow.

The users responsible for reviewing and approving a promotion request are defined in the Promotion Approvers and Promotion Reviewers roles.

The user submitting the promotion request can also add (in the last step of the Promotion Request window) approvers or reviewers for each specific review through a list of users and user-defined groups for the product and library.

When a promotion request is created for one or more CAD documents, parts, and documents, the list of specific iterations of these objects is maintained in the baseline for the promotion request. Additionally, for a set of CAD documents on a promotion request, a set of viewables is generated for this baseline set, and it can be viewed directly from the promotion request task or from the promotion request form.

The Default Promotion Processes preference determines the default workflow processes that are used by the life cycle Promote transition. Out-of-the-box, this preference uses the following workflows:

These two workflow processes are presented for every promotion request; however, you can set this preference to provide zero or more workflows to reflect business practices.