KB: Control permissions on lifecycle transition of managed objects in Altium 365
A365
[Why] Control permissions on lifecycle transition of managed objects in Altium 365 [What] Lifecycle definition and permissions to allow users/group to transition is available with Pro/Enterprise subscription levels. With Enterprise level, an additional option to control the workflow with approval is possible. [How] In Altium Designer, Preferences Data Management - Servers, click on Properties » Lifecycles..., and right-click on the transition to be modified and Edit. On web browser, the same is achieved by signing into 365.altium.com, click to open Admin - Settings - Lifecycle Definitions, and double-click on the transition.
Solution Details
Controlled Lifecycle Transitions are available at the Pro level subscription. Lifecycle Transitions with Approvals are supported in Altium 365 on the Enterprise level only. Here are instructions to set the lifecycle transition through approval request:
Also, you need to be an administrator in the Altium 365 workspace to be allowed to modify lifecycle definitions.
How to Configure Lifecycles for Altium 365 in Altium Designer
- In Preferences. go to Data Management ► Servers.
- Locate the Active Server and ensure that it is the Altium 365 workspace.
- Click Properties ► Lifecycles.
- Right-click on a Transition ► select Edit.
- In the Permissions section, there is a section for State Transition Permissions. For Altium 365 Pro level, set the drop-down selection to Controlled. For Altium 365 Enterprise, you can set the drop-down selection to Using Approvals if you want to use Approvals.
At this point, you can make user and role allocations to grant permissions for transitioning the lifecycles.
How to Configure Lifecycles for Altium 365 in a Supported Web Browser
In the web browser, when viewing the Altium 365 workspace, go to the Admin tab, followed by Settings. Select Lifecycle Definition towards the middle of the web page, and you will be able to edit existing lifecycles or create new ones. By double clicking on a transition indicated by an arrow between the states, you will be able to control the lifecycle controlled and approval groups.
For more detailed information related to Lifecycle States in Altium Designer, please visit the following online reference link:
https://www.altium.com/documentation/altium-designer/defining-workspace-lifecycle-definitions#!controlling-transitions-between-lifecycle-states