Editing Objects

As a developer and object designer, you may need to change some properties of an object. You edit objects from the Process Assembly, the Process Monitoring and the Administration perspectives as well as from the context menu in the Global Search. You can change all object properties except its name (you must use the Renaming Objects and Folders function for this purpose). The Edit button in the toolbar indicates if the object is in edit or in read-only mode, and lets you switch between modes, provided you have the necessary rights to the object.

Note:

Tip: When working with the Automation Engine system, you may need to work with many objects, lists and monitors simultaneously. To make your work easier, you can open them in different browser windows and arrange them side by side on your screen. For more information see Showing Windows Side by Side.

Multiple Users Editing an Object

When you have an object opened in edit mode, the object opens in read-only mode for other users. However, they can override that by taking over ownership of the object. When multiple users edit the same object at once, the last saved changes apply. This example illustrates it:

  1. User A opens Job X.

    The Explorer list in the Process Assembly perspective shows User A's user name and department in the Opened by column.

  2. User B opens Job X.

    The Job opens in read-only mode.

  3. User B clicks the Edit button to switch to modify mode.

  4. A dialog indicates that the Job is being edited by another user. User B confirms that they want to reclaim ownership of the Job.

  5. User B clicks Yes on the dialog, starts modifying the Job and saves.

  6. User A modifies the Job after User B has saved.

  7. User A clicks Save.

    A dialog indicates that the Job is being edited by another user and prompts to confirm whether to save the changes or not.

  8. If User A saves, these changes overwrite User B's edits.

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