360 Sync with Vault – Lifecycle Status

4 February 2021All, Vault360 Sync




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In my last blog, I talked about how easy it was to set up 360 Sync with Autodesk  Vault.software. In this blog, we’re going to look at how to set up 360 Sync to move files in Vault when a certain Lifecycle status is met.

What’s a Lifecycle Status?

If you’re new to Vault, maybe you have no clue what a Lifecycle Status is. That was the case with me when I started working with Autodesk Vault.

A Lifecycle Status is basically the place your files currently reside in the approval process, and Vault allows you to sort, filter and categorize your files based on that status. The Lifecycle Status is a piece of metadata associated with each file in Vault. We can leverage that metadata in 360 Sync to more precisely move only the files you want to move.

Lifecycle Status Setup in Vault

It’s pretty easy to customize your Lifecycle Statuses in Vault. First, you’ll need to click Tools > Admin > Vault Settings to create a custom Lifecycle Status. Then, you’ll need to click the “Behaviors” tab and select the first button, “Lifecycles…”

You can create a new lifecycle state or modify an existing one. In my example above, I created one and named it after myself. Then I gave a number code to four different statuses: In Review, Approved, Revise & Resubmit, Rejected.

From there, you can attach your lifecycle definition to your Vault files.

Thanks to customer input, new integrations, features and enhancements to 360 Sync are released regularly. Demo and setup are quick and straightforward . . . and more good news: it takes 30 minutes or less to implement 360 Sync within your company.

Lifecycle Status Setup in 360 Sync

It’s really easy to customize how you’re going to send files from Vault in 360 Sync.

First, select Vault as the source location that you want to move files from. Then select the destination you want to move the files to. In the example above, I chose BIM 360.

Next, select the Lifecycle filters in the window. Notice that I selected the three states that would essentially identify files as “Released” – 01 Approved, 02 Revise & Resubmit, 03 Rejected.

Finally save your sync and run it. When the sync runs, only the files marked 01, 02 or 03 will be downloaded, while the 00 “In Review” files will not move until their status is changed.

Many top civil and manufacturing clients of Applied Software use this exact workflow to manage their files between Autodesk Vault, BIM 360 and other data sources. I hope this straightforward process is helpful as you set up Vault and 360 Sync.

If you’re not using 360 Sync yet, contact Applied Software today to talk to an expert about 360 Sync and sign up for a demo. You’ll see how using 360 Sync can help you save time and better manage your data between your server and point solutions.

You may also be interested in these on-demand webinars with Michael Reuter: “How to Get the Most Out of 360 Sync” and “Data Management Problems Solved: Behind the Scenes with 360 Sync.”




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