UnifiedComponent_Dlg-ComponentLibraryOptionsFormDocument Options (CmpLib) _AD
Created: May 01, 2019 | Updated: May 01, 2019
| Applies to versions: 19.0, 19.1 and 20.0
Now reading version 19.1. For the latest, read: UnifiedComponent_Dlg-ComponentLibraryOptionsForm((Document Options (CmpLib) ))_AD for version 21
Summary
The Document Options dialog provides controls to set document options for the active component document.
Access
From the Batch Component Editor, right-click in the bottom table then select Document Options from the context menu.
Options/Controls
Document Options Tab
- Target Vault - select a target server for the document. Choose the desired server from the drop-down menu or click Vault Admin to add a new server.
- Vault Admin - click to open the Data Management - Servers page of the Preferences dialog.
- Default Folder - type the folder location into the text box or:
- Choose - click to open the file browser and select a folder location.
- Show in Explorer - click to open the Explorer panel and select a target folder.
- Lifecycle Definition - Select a lifecycle definition from the drop-down. The server provides several lifecycle definitions, as well as the ability to define your own. You must choose a lifecycle definition when you create a new item.
The default lifecycle definitions are as follows:
- Basic Lifecycle
- Component Lifecycle
- Data-Class Lifecycle
- Device-Class Lifecycle
- Extension Lifecycle
- Simple Lifecycle
- Simple Lifecycle With Approvals
- Software Lifecycle
- Structured Lifecycle
- Structured Lifecycle With Approvals
- Revision Naming - 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. The chosen Revision Naming Scheme cannot be changed after the Item is released. You must choose a naming scheme when you create a new item.
- Component Naming - if required, enter a component naming scheme. The default is
CMP-{00000}
.
Template Tab
- Item Revision - displays the template item revision. Click Choose to open the currently connected server and search for target template item.
- Choose - click to open the Choose Item dialog (a version of the Explorer panel) and select the desired template item.
- Source- displays the source in which the template item is located.
- Show in Explorer - click to open the Explorer panel and select a template.
- Revision Details - displays any supplied revision details.
- Revision State - displays the current revision state of the document. If the revision is not current, click Update To Latest.