Editing an Item

Purpose

In the desktop client, you can edit an item without first checking it out. When you use the Edit command, the revision is automatically checked out, opened in the editor associated with that item format, and then checked in when you exit the editor.

Use the Edit command when you want to make a quick change to a revision. If you need to edit a revision over an extended period of time, check it out first.

Your process model may require you to associate an edited item with a request.

This operation is not available for items in a stream.

NOTE  You cannot edit a directory item.

PRIVILEGES  Revise Item Content

To edit an item:

  1. In an Items list, select the item.

  2. Select Item | Edit.

  3. The item is automatically checked out while you are editing it.

  4. For New Named Branch, accept or select a named branch.

  5. For New Version, accept or type a new revision ID.

  6. If required, in the Request ID field, type the name of a related request, or click the browse button  and use the Find dialog box.

  7. In the Reason field, type a description of the changes you are making.

  8. Click the OK button.

  9. The item revision opens in the editor associated with that item format.

  10. When you are finished making changes, save the file and exit the editor.

The revision is automatically checked in and the revision ID is changed according to your process model rules.

Related Topics

About Items and Item Revisions

About Revision Branches

Selecting Items

Checking Out an Item

Checking In an Item