Assigning Editors and Browsers

Use the editors tab when you want to specify which application the desktop client will use to open a particular type of request or item when you select it for browsing and editing

PRIVILEGES  No special privileges required.

To access the editors for requests:

  1. Select Tools | Preferences and select the Editors tab.

  2. Under Category, select Requests.

To select the default browser:

In the Default field, type the filename and path location of the application to be used, or use the browse button to select it.

This is the application that the client will use if one has not been specifically set for a particular request type. It is recommended that you select a default application, otherwise you might receive an error message stating that "a default editor has not been set" when performing certain actions.

To select the description editor:

In the Description field, type the filename and path location of the application to be used, or use the browse button to select it.

This is the editor that the client will use for you to edit the action descriptions and detailed descriptions of requests.

NOTE  The action description and the detailed description must consist of ascii text, so the editor needs to be appropriate to this.

To select an editor for a request type:

  1. Select the request type in the Type field in the list.

  2. In the Editor field, type the filename and path location of the application to be used, or use the browse button to select it. If you want to unset the selected editor and use the default editor for this request type, click the Reset To Defaults button.

  3. Click OK to confirm the changes.

To access the editors for items:

  1. Select Tools | Preferences and select the Editors tab.

  2. Under Category, select Items

To select the default editor:

In the Default field, type the filename and path location of the application to be used, or use the browse button to select it.

This is the editor that the client will use when one has not been specifically set for a particular item format.

Select Override Windows default editor if you want this editor to be used even when there is a Windows default editor for an item format. If you do not select this option, the editor selected for Default will only be used when there is no default Windows editor for an item format.

It is recommended that you select a default editor.

To select an editor for an item format:

  1. Select the item format in the Format field in the list.

  2. In the Editor field, type the filename and path location of the application to be used, or use the browse button to select it. If you want to unset the selected editor and use the default editor for this item format, click the Reset To Defaults button.

  3. Click OK to confirm the changes.

Related Topics

Editors Tab