Vault Copy Design Action Rule Sets & iLogic Rules

You've did a Copy Design in Vault 2015 R2 (or later) of your master template and checked out the copied assembly along with all the necessary files.  You're ready to use the awesome-ness of iLogic to make your job easier so you open up the assembly in Inventor.

Woah!  Stop!  Where are all my iLogic rules?  Call Sherlock Holmes!

The Copy Design process was changed in the Vault 2015 R2 version and began using Action Rule Sets.  A rule set is a collection of property rules that determine file property behavior during a copy operation.

The default Rule Set is the culprit that stole your iLogic rules.  It is set up to remove iLogic rules!  If you are using Rule Sets in order to control file properties then you are familiar with editing the Rule Sets.  This post is only going to show you how to copy the Default Rule Set in order to create a version that keeps the iLogic rules in the copied assembly.

You need to be logged in as an Administrator to the Vault in order to manage Action Rules.

1. Start the CopyDesign Process
2. Click on the Vault symbol and select Action Rules.

3. Select the Default Rule Set and then click Copy… at the top.

4. Call it iLogic Template Rule Set or something similar.
5. Edit that newly created Rule Set.
6.     Select the iLogicRuleStatus in the lower right window then change the Value to User and then             click Replace.

8. Hit OK on all the dialog boxes to get back to the main CopyDesign.

To set the Action Rule Set to use during the Copy Design Process:

1. Start the CopyDesign Process

2. Click the drop down arrow under the Selected Rule Set button and select the newly created rule set.

This Rule Set is saved locally.  The default location is:

C:\Users\username\AppData\Roaming\Autodesk\Autodesk Copy Design 2016\CopyDesignRuleSets

I hope that helps you solve the case of the missing iLogic rules.

"Nothing clears up a case so much as stating it to another person." ~ Sherlock Holmes

Thanks,

Randy