Item Properties

Created: August 23, 2017 | Updated: March 06, 2024 | Applies to versions: 1.0 and 1.1

Now reading version 1.0. For the latest, read: Item Properties for version 5

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The three variations of the Advanced versions of the Item Properties dialog

Summary

The Item Properties dialog allows you to create, edit or view properties of an item within a managed content server.

For more information about creating and editing items in a server, click here.

Find the desired dialog in the following list then click on the link to access the information about that variation of the Item Properties dialog.

Create Item

Create New Item

The basic and Advanced versions of the Create New Item variation of the Item Properties dialog

Access

The Create New Item dialog is accessed from the Explorer panel by right-clicking in the top right region, choosing Create Item then selecting one of the available item types (except Component) from the drop-down sub-menu.

Options/Controls

Name - enter the name of the new Item.
Description - use this field to enter a meaningful description of what is represented by this Item.
Item ID – the unique ID for this Item. The ID itself is typically a code in accordance with established naming conventions. For example, D-810-XXXX may be used to reflect a fabricated Blank Board Item, while D-820-XXXX may reflect an Assembled Board Item. The Item ID cannot be changed after the Item is released.
Content Type – this field lists the item type. A different content type can be selected from the drop-down menu.
Item Permissions - click to open the Permissions For New Item dialog in which you can specify permissions for this new item.
Advanced - click to open the advanced version of the dialog to access additional options, such as Revision Naming Scheme and Lifecycle Definition.
- Folder – the server folder in which this item is stored. Click to open the Choose Folder dialog to select or create a different folder.
- Revision Naming Scheme – this field determines the scheme employed when assigning Revision IDs. Use the drop-down to choose from the schemes currently defined for the server. Schemes are defined in the Edit Revision Naming Schemes dialog, which is accessed by clicking on the right side of the field. Since schemes are chosen at the Item-level, you can have different schemes applied to different Items. The chosen Revision Naming Scheme cannot be changed after the Item is released.
- Lifecycle Definition – this field determines which lifecycle definition is used to model the state transitions that an Item-Revision may undergo over time. Use the drop-down to choose from the definitions currently defined for the server. The definitions are defined in the Edit Lifecycle Definitions dialog, which is accessed by clicking on the right side of the field. Since lifecycle definitions are chosen at the Item-level, you can have different definitions applied to different Items. The chosen Lifecycle Definition cannot be changed after the Item is released. The field to the right displays the state of the revision of this Item specified in the Revision ID field. This field is read-only and newly-created Items will always be set to Planned.
- Revision Permissions - click to open the Permissions For New Item Revision dialog in which you can specify permissions for this new item revision.
- Ancestor Revision – the preceding revision from which this Item is created/branched. Click to open a dialog to navigate to and select an existing revision. Click Clear to remove the current Ancestor Revision.
- Revision ID – the revision of the Item in accordance with the chosen revision naming scheme. This field is read-only.
- Open for editing after creation - enable to open the new item after clicking OK.

Edit Item

The basic and Advanced versions of the Edit Item variation of the Item Properties dialog

Access

The dialog is accessed from the Explorer panel by right-clicking on an Item in the top-right region in the Planned State then selecting Properties from the context menu.

Options/Controls

Name - the name of the Item.
Description - a meaningful description of what is represented by this Item.
Item ID – the unique ID for this Item. The ID itself is typically a code in accordance with established naming conventions. For example, D-810-XXXX may be used to reflect a fabricated Blank Board Item, while D-820-XXXX reflects an Assembled Board Item.
Content Type – lists the item type. Use the drop-down menu to select a different content type.
Item Permissions - click to open the Permissions For Item dialog in which you can specify permissions for this item.
Advanced - click to open the advanced version of the dialog to access additional options, such as Revision Naming Scheme and Lifecycle Definition.
- Folder – the server folder in which this item is stored. Click to open the Choose Folder dialog to select or create a different folder.
- Revision Naming Scheme – this field determines the scheme employed when assigning Revision IDs. Use the drop-down to choose from the schemes currently defined for the server. Schemes are defined in the Edit Revision Naming Schemes dialog, which is accessed by clicking at the right of the field. Since schemes are chosen at the Item-level, you can have different schemes applied to different Items. The chosen Revision Naming Scheme cannot be changed after the Item is released.
- Lifecycle Definition – this field determines which lifecycle definition is used to model the state transitions that an Item Revision may undergo over time. Use the drop-down to choose from the definitions currently defined for the server. The definitions themselves are defined in the Edit Lifecycle Definitions dialog, which is accessed by clicking at the right of the field. Since lifecycle definitions are chosen at the Item-level, you can have different definitions applied to different Items. The chosen lifecycle definition cannot be changed after the Item is released. The field to the right displays the state of the revision of this Item specified in the Revision ID field. This field is read-only.
- Revision Permissions - use this link to open the Permissions For Item Revision dialog in which you can specify permissions for this item.
- Ancestor Revision – the preceding revision from which this Item is created/branched. Click to open a dialog to navigate to and select an existing item revision. Click Clear to remove the current Ancestor Revision.
- Revision ID – the revision of the Item in accordance with the chosen revision naming scheme. Use to access the Set initial values dialog in which you can manually set the ID for the initial revision of a newly-created Item in a server.

View Item Properties

The View Item Properties variation of the Item Properties dialog

Access

The dialog is accessed from the Explorer panel by right-clicking on an Item in the top-right region in the Released or New From Design State then selecting Properties from the context menu.

Options/Controls

Name -the name of the Item.
Description - a meaningful description of what is represented by this Item.
Item ID – the unique ID for this Item. The ID itself is typically a code in accordance with established naming conventions. For example, D-810-XXXX may be used to reflect a fabricated Blank Board Item while D-820-XXXX reflects an Assembled Board Item. The Item ID cannot be changed after the Item is released.
Content Type – this is the type of Item (for example, a Component or Footprint).
Item Permissions - click to open the Permissions For Item dialog that displays the permissions for this item.
Advanced - click to open the advanced version of the dialog to access additional options, such as Revision Naming Scheme and Lifecycle Definition.
- Folder – the server folder in which this item is stored.
- Revision Naming Scheme – this field displays the scheme employed when assigning Revision IDs. Click to open the Revision Naming Scheme dialog to edit the naming scheme if desired. Since schemes are chosen at the Item-level, you can have different schemes applied to different Items.
- Lifecycle Definition – this field displays which lifecycle definition is used to model the state transitions that an Item-Revision may undergo over time. Click to open the Lifecycle Definition dialog to view the lifecycle definition of the item. Since lifecycle definitions are chosen at the Item-level, you can have different definitions applied to different Items. The chosen lifecycle definition cannot be changed after the Item is released. The field to the right displays the state of the revision of this Item specified in the Revision ID field. This field is read-only.
- Ancestor Revision – the preceding revision from which this Item is created/branched.
- Revision ID – the revision of the Item in accordance with the chosen revision naming scheme. This field is read-only.
Revision Permissions - click to open the Permissions For Item Revision dialog in which you can specify permissions for this item.

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Item Properties

Summary

Create New Item

Access

Options/Controls

Edit Item

Access

Options/Controls

View Item Properties

Access

Options/Controls

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