How to Set Revision Manually in PDM
How to Set Revision Manually in PDM
The Set Revision command allows users to manually set the revision of files in PDM to any value in their revision scheme while also updating the revision variable defined on the data card. Before Set Revision is available for use, a few steps need configured by the PDM Admin to set required permissions as well as configure the Workflow State in which the Set Revision command can be applied.
- Users must have appropriate permissions.
- The file cannot be checked out.
- A revision scheme must be defined for the current Workflow State of the file.
- The Revision variable must be assigned for the current Workflow State for the Update Variable option.
Admin Set Up: Permissions
In the PDM Administrative Tool for users or groups, in Folder Permissions and State Permissions, select the folder(s) and state(s) where files will be allowed to have the revision updated manually. Activate the permission Set Revision and Check Out file.
Admin Set up: Workflow State
The PDM Revision Component and Revision Variable must be specified in the State for the Set Revision command to update the correct variable.
- 1. Edit the desired State.
- 2. On the Revision Numbers tab, select the appropriate Revision Component and then select the Revision Variable used for your revisions. (this example used variable Revision).
- 3. Click OK to apply the changes.
- 4. Save the Workflow.
Using the Set Revision Command
To set the revision manually, select the file(s) and then select Modify > Set Revision.
Local Revision vs. Revision Variable:
- 1. Revision Variable = the variable value displayed on the data card.
- 2. Local Revision = the revision of the actual digital file.
Note, in this example, the Revision Variable is currently ‘B’ and the Local Revision is ‘No revision’.
In the Set Revision dialog:
- 1. Select which files to Set Revision.
- 2. Verify the file(s) are not Checked Out.
- 3. Review the Current Revision (if one exists).
- 4. Select the desired New Revision from the dropdown list (this is the Revision Component list).
- 5. Review the Data Card Variable (if one exists).
- 6. Select the Update Variable checkbox to also update the PDM revision variable on the data card.
- 7. Add an appropriate Comment and then click OK to set the revision.
Verify the Revision and History
The Revision Variable and Local Revision now match. The Set Revision command also adds a row to History defining which revision was set as well as the comment entered when the command was executed.
Technical Support
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