Vault Data Standard - Category assignment

By Florentina Stirbu

Vault Data Standard (VDS) is an increasingly popular feature available with Vault which helps enforce a standardised workflow for adding Vault data.

The data standards add-in is available for AutoCAD and Inventor. The file save dialog will list properties associated with the selected category, for the filetype that is being saved.

For example, an AutoCAD drawing meant to be part of the Engineering category will list the properties below:

While the input is different for an Inventor part:

This reflects the current Property configuration and mapping in Vault.

What has proven to be confusing for users new to Data Standards is that the Category selection in the save dialog does not determine the category the file will be assigned to upon check in. When the file is added to Vault, the assignment rules will determine the category the file is assigned to.

To ensure the selection in the save dialog is the category the new file will end up in, we can use the VDS_Category custom property generated upon save.

In Vault, a new User defined property (UDP) can be added and mapped to read from the VDS_Category property in AutoCAD and Inventor files.

An assignment rule can use this property’s value to push the files into the correct category upon check in (if rules are applied on object creation):