Checking Out an Item

Purpose

Check out an item revision when you want to edit it. The item revision is copied into your work area and locked in Dimensions CM so no one else can modify it.

In the desktop client, when you check out a directory item, its directories and file contents are uncompressed and reconstructed in your work area.

Your process model may require you to relate an item to a request when you check it out.

This operation is not available for items in a stream.

PRIVILEGES Revise Item Content

NOTE In Windows, the maximum supported length of file path for a checked out file in the work area is 260 characters.

NOTE You cannot check out an item in response to a request if the request is above the initial stage in the Global Stage Lifecycle.

specify reversible substitution variables to prevent the variables from being overwritten by the expanded values when the items are delivered back to the repository.To check out an item:

In an Items list, select one or more items.

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

Select Item | Check Out, or click the Check Out button.
For New Named Branch, accept or select a branch.
For New Revision, accept or type a revision ID.
If you want to change the location of the item file or the name from the default value, enter the path in the Workfile to contain item field or click the browse button to select it.
If required, for request ID, type the name of the related request, or click the browse button and use the Find dialog box.
If you want Dimensions CM to expand item header substitution variables, select Expand substitution variables. Note that this will only occur if Enable item header substitution is set for the item type in the Administration Console.
If you want to overwrite files if they already exist, select Automatically overwrite files.
Click the OK button.

In the content window, the icon for the checked out item revision shows a special symbol:

NOTE The Status column is set to $TO_BE_DEFINED. This means that the status of the newly created item revision has not yet been set. It will be set to a definite value in the Check In dialog box when the item revision is checked back in.