Revise an item

Revise an item to create a new revision using the contents of a file in your work area.

Similar to the Edit command, you do not need to check out the item. When you revise an item, the revision ID is changed according to your process model rules.

Note: This operation is not available for items in a stream.

Your process model may require you to relate a request to the revised item.

PRIVILEGES: Revise Item Content.

To revise an item:

  1. In an Items list, select one or more items.

    2. If you select multiple items, you cannot change item attributes or edit certain item properties, such as the branch and revision.

  2. Select Item > Revise.

  3. For Revise item using workfile, enter the path to the file or folder to use as the source, or click the browse button to find the source.

  4. If required, in the Request ID field, type the name of a related request, or click the browse button use the Find dialog box.

  5. If required, enter the reason for the item revise.

  6. Click OK.

    If Dimensions CM has determined that there are other item revisions that need to be merged with your changes, the Tip Conflicts dialog box may open in the following cases:

    • Your administrator has set the option DM_DISABLE_BRANCH_CHECKINS in the dm.cfg file for the Dimensions CM server. For details, see Administration.

    • You have set the option Check for tip conflicts when checking-in or updating items in Tools > Preferences > Tip Conflict Options. See Set tip conflict options.

  7. In the Tip Conflicts dialog box, select the option you require after the merge:

    Option Description
    Merge my changes and check-in now Select this option to open the merge tool, save the merged file(s) to a temporary file, and use the temporary file for the revise operation.
    Update my local workfile content after merging

    Select this option to overwrite the files in your work area with the resulting temporary merged file after the merge.

    Clear the option to keep the files in your work area unchanged and discard the temporary file after the revise.
    Merge with my workfiles, and check in later

    Select this option to open the default merge tool and overwrite the file in your work area with the merged file but avoid checking in the file to the repository. This way, you can continue working with this merged file.

    If you attempt to check in or revise the file later, the local metatada records that a merge was performed. Dimensions CM checks whether there have been any subsequent changes in the repository. If not, the system checks in or revises the merged file without opening the default merge tool. If there have been changes in the repository, the merge tool opens.
    Do not perform an interactive merge but check-in my changes as the tip Select this option to check in the file in your work area as the tip revision without opening the default merge tool.
    Ignore the conflict and continue with the check-in

    Select this option to check in the file in your work area as a branch revision without opening the default merge tool.

    Note: This option is not displayed if your administrator has set the symbol DM_FORCE_MERGE in the dm.cfg file. For details, see Administration.
    Don’t show this message again; always assume my current selection

    Select this option if you do not want this dialog box to be displayed again.

    You can later change the options of this dialog box and choose to display it again by selecting Tools > Preferences > Tip Conflict Options.

  8. Click OK.

Depending on the selected options, the default merge tool may be launched. When the merge is completed, Dimensions CM performs the specified actions.

If you selected multiple items, and Dimensions CM subsequently detects that another merge is required, the specified action is performed again, and the Tip Conflicts dialog box doesn't open.

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