Automate Autodesk Vault with Categories and Item Lifecycles

Get a practical walkthrough of how categories drive automation in Autodesk Vault. See how to auto assign lifecycles, revision schemes, and properties the moment files land in Vault, and when to use file workflows vs item workflows. You’ll leave knowing how to set rules that cut clicks, prevent mistakes, and keep engineering moving.

You’ll learn how to:

• Structure file and item categories to standardize metadata and behavior

• Auto assign lifecycles, revision schemes, and user defined properties on check in

• Build smart assignment rules using system properties like Provider and exclude visualization files

• Decide between file lifecycles and item lifecycles based on BOM needs

• Use items to view BOMs and quantities without opening CAD and watermarked drawings for clear communication

• Avoid conflicts by ensuring a file is governed by only one lifecycle and test rules safely with include dependents