Synchronising Items

Purpose

Inherit confirmed changes for an item in the Asset Tree from the corresponding item in the Asset Type Tree and decide whether to accept or reject the changes for the selected item, its child items, and Asset model items in each instance of the Asset Type.

Synchronisation is initiated from

the Asset Type Tree for a changed item, or
from the Asset Tree for an unsynchronised item.

The effect in the Asset Tree depends on which tree synchronisation was initiated form, the selected item, and the results of the rules evaluation for the item.

Items synchronised from the Asset Type Tree

Confirmed changes for the following items in the Asset Type Tree can be synchronised with or “pushed down” to the corresponding inherited items in the Asset Tree.

Asset Types, In-Place Asset Types, Asset Type Placeholders, Linked Asset Types, and their linked detail records
Components, Component Placeholders, Linked Components, and their linked detail records
Tasks, and their linked detail records

Items synchronised from the Asset Tree

Confirmed changes in the Asset Type Tree can be retrieved or “pulled down” for the following inherited items in the Asset Tree.

In-Place Assets, Asset Placeholders, Filled Asset Placeholders, and their linked detail records
Components, Component Placeholders, Filled Components, and their linked detail records
Tasks, and their linked detail records

Synchronisation with Options and Rules

Rules are evaluated when an Asset is synchronised with the Asset Type on which it is based.
When Synchronisation is initiated from an Asset then rule evaluation starts from the Asset and is performed for each sub item in its Asset model until the rule evaluation fails.
When Synchronisation is initiated from an Asset Type then, for each Asset that is linked to the Asset Type, Rule evaluation starts from the Asset and is performed for each sub item in its Asset model until the rule evaluation fails.
The Rules defined for the corresponding Asset Type item are evaluated against the Option Values specified for the Asset to determine whether an Asset item (and its sub items and linked detail records) is added to the Asset model.
The Asset Type item is added to the Asset model as an inherited Asset item if an Option Value specified for the Asset matches a value specified for the same Option in a Rule for the Asset Type item. Only the item is added, not the Rules.
As soon as one of the Rules is evaluated to “True” then the Asset item passed the rule evaluation, otherwise the result is “False”.
The first time that an Asset is synchronised with the Asset Type on which it is based:
Asset Type items with no Rules are automatically inherited and added in the Asset Tree.
Asset Type items with Rules that conform to the Option Values configured for the Asset are inherited and added in the Asset Tree with Rule Evaluation Passed set to “True”.
Asset Type items with Rules that do not conform to the Option Values configured for the Asset are not inherited in the Asset Tree.
If an existing item in the Asset Tree failed the rule evaluation then the inherited item (and each sub item) is “removed from” the Asset model (by setting Rule Evaluation Passed to “False”) and the inherited item and its sub items are not visible in the Asset Tree.
Refer to Rule Evaluation for information.

Where to find

Click Development functionality then Synchronise in the toolbar on:

the Asset Type Tree window, or
the Asset Tree window, or
the edit window for an item in an Asset Type model or Asset model, or
the detail edit window for a linked detail record in an Asset Type model or Asset model.

Synchronisation process

1. Highlight the item to be synchronised.

2. Click then Synchronise.

3. Set Synchronise options as required.

4. Click OK.

5. Click then Compare Changes to compare the corresponding items in both tree structures.

6. Accept or Reject development changes for the synchronised items in the Asset Tree.

Please note!

An Asset that is being synchronised with the Asset Type on which it is based is locked and cannot be used by another user.
If an error is encountered in the Background Task when synchronising an item in the Asset Type Tree or Asset Tree with Synchronise options for child items and descendant items selected then the Background Task will stop and the rest of the items are not synchronised.
If an error is encountered in the Background Task when synchronising an item in the Browse Asset Types or Browse Assets with Synchronise options for child items and descendant items selected then the Background Task will synchronise the rest of the items and then display each error.