Action an item

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

Guidelines and behaviors

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, the item 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 associated with a stage in the Global Stage Lifecycle, the items are also promoted to that stage. If there are any default areas associated with the project/stream, the item files are automatically deployed to those areas.
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.
When an item is actioned to another state, any users with a role assigned for that state receive an email notification. But the user who performed the action does not receive an email even if they had a role on the item at that state.
To action an item to a valid next state, you need the privilege Action Item to Next State.

To action an item to a lifecycle state without a valid transition, you need the privilege Action Item to Any State.

Actioning moves items to another lifecycle state.

To action a single item:

In an Items list, select an item.
Select Item > Action, or click the Action Item button.
For New Status, select a lifecycle state, and click Next.

Either select Next status and select a valid next state from the list, or select All statuses and select a lifecycle state from the list. You need the necessary privilege to action to a state other than a valid next state.
To set any attributes, enter or select the values, and click Next. Required attributes are displayed in bold.
(Optional) In the Comment field, enter a comment.
Click Next.
To delegate the item to another user, select the role from the Select the role to delegate and choose between Primary, Secondary, or Leader and move the required user(s) from the Available users list to the Assigned Users list. For details, see Delegate items.
Click Next.
On the Summary page, review the details of the action to be performed.
Click Finish to perform the action and close the wizard.

To action multiple items:

In an Items list, select two or more items. If you select multiple items, you cannot change item attributes.
Select Item > Action, or click the Action Item button.
From the New Status list, select a lifecycle state or leave it empty to action the item to the next normal lifecycle state.

To action the item to any lifecycle state, click All Statuses and select a lifecycle state. You need the necessary privilege to action to a state other than a valid next state.
(Optional) In the Action Description field, enter a comment.
Click OK.