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Creating a Catalog Card Revision

When you edit a catalog card, you can either choose to edit the current revision, or you can create a new one. There is no fixed rule as to when you should use each method—it all depends on whether you need to preserve information in an existing revision.

A catalog card can contain any number of revisions. Each revision is distinct from the others in the same series—the only common trait is the series identifier.

The Summary section on the Main page shows information for the current revision, but you can access any revision using the Revisions tab.

Your security role must have permission to create catalog cards. For more information, see "About Security Permissions".

When enabled, project security permissions have no effect on the creation of document revisions. For example, a user can revise a document that may be linked to projects they don't have permission to access. However, when working with revised documents, project security restrictions continue to apply as before the revision.

ClosedTo create a catalog card revision

  1. Open the Catalog Cards register.
  2. Select the catalog card that you will create a new revision for.

    3. The Main page of the catalog card appears.

  3. Click the References tab, and then click the Revisions tab.
  4. Click New.

    5. Proliance creates a new revision document in the same folder. This revision is identical to the previous revision, except for the following:

  5. Edit the new revision as necessary, including uploading any file attachments. Please refer to the following for more information on the fields for each page:
  6. Click Save.

    7. Proliance saves the page. Click Exit edit mode when done.

    What can I do now?

Note:

  • Each revision should still deal with the same subject matter as the original catalog card. If revisions require you to change the subject matter of the original document (for example, from flooring samples to light fixtures), you should create a new catalog card instead. For more information, see "Creating a New Catalog Card".
  • You can maintain independent revisions of the file attachments. For example, if you update the source file, you are not obligated to update the presentation version, although it's recommended that you do so.