Action an item

Action an item revision to move it from its current state to one of the next available lifecycle states.

You action an item revision when the work for the current lifecycle state is complete. An item revision must be checked in before you can action it.

When you action an item from your inbox, it may be removed from your inbox and moved to the inboxes of users who have roles for the next lifecycle state.

If you are actioning items to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, they will also be promoted to that stage, and if there are any default areas associated with the project/stream, the item files will automatically be deployed to those areas.

PRIVILEGES: Action Item to Next State to action an item to a valid next state. Action Item to Any State to action an item to a lifecycle state without a valid transition.

Note: When you action an item to another state, users who have a role assigned for that state receive an email notification. As the user who performed the action, you do not not receive an email even if you have a role on the item at that state.

When you action an item to or from a lifecycle state that is sensitive, which requires an electronic signature, you are required to enter your Dimensions CM password.

To action an item:

  1. In the My Current Project tab or Items tab, select one or more items. If you select multiple items, you cannot change item attributes.

  2. Click the Action button.

  3. For New State, select a lifecycle state:

    • To action a single item: Select To next state and select a valid next state from the corresponding list. Or select To specific state and select a lifecycle state from that list. You need the necessary privilege to action to a state other than a valid next state.

    • To action multiple items: Select Next normal state, or select Named state and enter a lifecycle state. You must enter a common lifecycle state for all items.

  4. To initiate a build for the item(s), select the Start build after action option.

    Note: Only items that are associated with a target definition file have this build option. For details on building items, see Run builds.

  5. Click Next.

  6. If you selected a single item, you can set its attributes. Enter or select the values as needed, and click Next.

    Required attributes are marked with a red exclamation point required_unfilled.gif.

  7. (Optional) In the Comment field, enter a comment, and click Next.

  8. To delegate the item to another user, select a Role to delegate and Capability, and move the required user(s) to the Assigned Users list. For details, see Delegate items.

  9. Click Next.

  10. Use the Results page to check the result(s) of the action. If an item has a sensitive lifecycle state, the buttons Authenticate and Continue  and Ignore and continue  appear in the Message column. If you want to complete the actioning of that item, click the Authenticate and Continue  button and enter your password. If you do not want to authenticate the item, but you want to continue actioning other items, click the Ignore and continue button.

    If there are errors or warnings from the Action, you can view these by clicking the Details  button, and then proceed to the Build Item dialog box by clicking the Continue button.

  11. Click Close.

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