Updating Items with the Editable Grid

The Update only mode uses the update transition when you modify items. To use the Update only mode, open the Editable Grid and select the Update Only option.

The following screenshot and list describe the actions on this screen.

  1. Edit Modes

    Switch between Update only and All transitions modes.

  2. Projects

    If the report contains results from multiple projects, select a project to navigate to items in that project.

  3. Save or Discard

    Save or discard any unsaved changes in all edited items.

    Tip: To save or discard changes to an individual item, click the arrow next to the item, and then select Save Changes or Discard Changes.
  4. Actions List

    Click the arrow next to an item to open the Actions list. From there, you can add notes, URLs, files, and links to an item. You can also send e-mail, view an item, and view an item's state change history.

    When an item is locked for editing, additional options enable you to edit all fields in the item (not just the report) and view differences.

  5. Edit Items

    Click in a row to lock an item and begin editing. Note the following:

    • Required fields are outlined in orange; optional fields are outlined in blue
    • For fields with rich text enabled, the rich text editor opens when you edit those fields
    • Items remained locked until you discard or save your changes, or until you manually break the lock or the lock expires
    • If an error icon: image appears in a field, select View Errors from the Actions list
  6. Resize and Sort

    Resize rows and columns by dragging row and column separators, and click column headings to sort items.

  7. Action Menu

    Choose from report options, depending on your privileges. The Back to Listing option exits the Editable Grid.