Modifying a Document
As of Integrity 10.8 and later, two edit modes are available for modifying documents:
• Single-row editing—In this mode, the changes that you make to a content row are saved to the server as soon as you leave the row.
• Multiple-row editing—In this mode, you can make changes to multiple content rows before saving changes to the server. You can also undo and redo changes, which are major features of this mode.
When you open a document for the first time in the Document view, a blue banner notifies you about the availability of multiple-row editing. This banner also provides a way to turn on multiple-row editing.
Additionally, when you select > , you can see and change the edit mode that is in use on the Editing tab. For Edit Mode, two options are shown:
• Save each row after editing—When this option is selected, single-row editing is turned on.
• Edit multiple rows before saving—When this option is selected, multiple-row editing is turned on.
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Because single-row editing was the only mode available in earlier versions of Windchill RV&S, an explicit option for turning it on was unnecessary. With the introduction of multiple-row editing, the Options window has been reorganized. For example, the option for showing the Save Changes? window has been moved from the Messages tab to the Editing tab. For Save message, the checkbox label and status now depend on whether single-row or multiple-row editing is turned on.
• For single-row editing, Show confirmation message before saving a modified item is shown. This checkbox is initially selected by default so that you are required to confirm changes to the row before saving them to the server.
• For multiple-row editing, Show confirmation message before saving modified items is shown. This checkbox is initially selected by default so that you are required to confirm changes to one or more rows before saving them to the server.
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When to Choose One Editing Mode Over Another
The two edit modes each have their own set of advantages.
• Single-row editing is best used in the following situations:
◦ I need to make my changes available to other users as soon as I make them.
◦ I am making changes that make sense on their own, so submitting each change independently cannot confuse other users.
◦ I do not need undo and redo capabilities while I am making my changes.
◦ I need to be able to close my document or Windchill RV&S, even when I have additional changes to make.
• Multiple-row editing is best used in the following situations:
◦ I need to write more than one row of content in draft format, review these rows together, and then save them to the server only when I am ready for users to see this content.
◦ I am writing content that would confuse users if they were getting partial updates.
◦ I have to make several changes and want to be able to undo and redo these changes before saving them to the server.
◦ I am changing the structure of the document and need to be able to undo and redo changes as I rearrange the content.
◦ I want to defer the cost of saving each item to the server when I leave the row.
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