Setting the Defaults for Item Operations

Purpose

Set the defaults for item operations when you want to determine the behavior of the web client when you check in, check out, or get copies of items. These settings determine the default behavior; they can be overridden in the dialog boxes when performing those operations.

PRIVILEGES  No special privileges required.

To set the defaults for item operations:

1. Click the user link to the right of the toolbar:

   

2. In the Select an area to customize list select Defaults for item operations

3. Select the options you want to change:

• In the after adding revision list:

•      select Leave workfile as read only if you want the file in the work area to be left as read only

•      select Delete workfile if you want the file in the work area to be deleted

• In the after undo checkout list:

•      select Leave workfile as read only if you want the file in the work area to be left as read only

•      select Replace workfile with latest copy if you want the file in the work area to be overwitten with the latest version in the repository.

•      select Delete Workfile if you want the file in the work area to be deleted.

• In the If workfile unchanged list:

•      select Check in if you want the file to be checked in even if it is the same as the version in the repository.

•      select Undo checkout if you want the check out to be undone if it is the same as the version in the repository.

NOTE  The option Check in only changed revisions for the item type, that is set in the Administration Console, has no effect on the web client. You will need to deselect Check in for If workfile unchanged to achieve this behavior. (This will however be for all item types on a per-user basis.)

• In the If writable workfile exists list:

•      select Don't overwrite if you want the file in the work area to be left when an item is fetched or checked out.

•      select Ovewrite if you want the file in the work area to be overwritten when an item is fetched or checked out.

• If you do not want to overwrite the workfile unless the timestamp of the item file is later than the timestamp of the file in the work area, select Get copy only if file modified timestamp is later.

NOTE  Dimensions metadata already optimizes the processing of revisions and files that do not need to be updated, so normally you should not check this check box.

• If you want to delegate the items related to a request when you delegate the request. select Delegate items related to a request.

• If you want a get copy to include subdirectories, select Include subdirectories.

• If you want a get copy to expand substitution variables, select Expand substitution variables.

• If you want the check out, Undo checkout and Get Copy operations to update metadata, select Write metadata.

4. Click OK.

Related Topics

Set User Preferences Dialog Box - Defaults for Item Operations