Category

Editing Items

After you have added Items, you can feel free to edit them as you see fit. Change location? Easy. Change description? Not a problem. All of it can be done by viewing your Items, selecting Edit next to the Item you need to change, and make any necessary edits!  Below is a step by step walkthrough of editing your Items, including some options if the item is in a Package already. 

  1. From the Project Home, select View/Edit Items under the Items header.
  2. On the Items grid, click Edit next to the Item you wish to change.
  3. Update the content and click Save.

Note: If the Item is already assigned to a Package, the Item's Description and Restrictions can be updated in the Package at this point.  You will receive the following options for updating the PACKAGE:

  • None - Do not alter the Package's text in Description/ Restriction.
  • Replace All - Replace the entire Package's Description/Restriction with the new Description/Restriction.
    • Only available if the original Package text is not empty!
  • Merge - Replace the Item's old Description/Restriction in the Package with the new Description/Restriction.
    • Only available if the original Description/Restriction text for the Item was not empty, the original Description/Restriction text for the Package was not empty, the original Description/Restriction text for the Item and the Package are not equal, and the original Item Description/Restriction text is found once and only once in the original Package Description/Restriction text.
  • Append - Copy the new Item Description/Restriction text to the end of the Package's Description/Restriction.
    • Respects the Project-level setting on whether to append the Item's name and text, or just the text.
  • Edit - Allows the user to edit the original Package's Description/Restriction text to make whatever changes needed independent of the Item's Description/Restriction.

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