Editing an Existing Configuration Item

Configuration items that have already been created and checked in may be edited directly from the Navigation Explorer (left panel). An item eligible for editing is displayed in white text.

For more information refer to video in Configuration Items.

Accessing the Configuration Item

  1. Open the Navigation Explorer (left panel).

  2. Navigate to the appropriate folder or sub-folder and select the configuration item.

  3. The selected item loads in the Configuration Panel (right panel).

  4. In the toolbar, select the required config package.

  5. Click the Check-Out icon to enable edit mode.

  6. The configuration item enters edit mode.

  7. The configuration item name in the Navigation Explorer changes from white to orange, indicating it is checked out.

Edit Data as Required

Depending on the configuration item type, edits may be made in one or more of the following sections:

General Section

  1. Update editable fields such as Name, Description, Company, Product, Plan, or other attributes.
  2. Certain fields may become read-only and cannot be modified.

Configuration Data Section

  1. Table/Grid View

    1. To add a new row, click Add New.

    2. To modify an existing row, click the pencil icon in the Action column.

    3. Confirm additions or changes with the ✓ icon; to discard, click the X icon.

    4. To delete a row, check the box in the Delete column.

    5. Click a hyperlink value to open modal dialogs for detail updates (e.g., translation, allocation models, effective date).

  2. Dual-List (List Shuttle): Transfer items between available and selected lists using arrow controls.

XML Sections

  1. Expand the appropriate XML section (e.g., XML Data, XSLT, XSD).

  2. Enter or modify XML content as needed, or use the auto-fill macro feature.

  3. For detailed XML configuration guidelines, refer to the Configuration Guide.

    4. Note: Available sections and fields vary based on the selected configuration item type.

Check-In to Save Changes

  1. Confirm that a config package is selected in the toolbar.

  2. Click Check-In to save changes to the database.

  3. Upon successful check-in, the configuration item name in the Navigation Explorer returns to white, indicating the item is checked in and changes have been saved.

Version History

When an update is made to an existing rule and checked in, a new entry is added to the Version History node under the associated folder in the Navigation Explorer. Each entry displays the version number, the date of the update (in mm/dd/yyyy format), and the account name of the user who performed the change. The entry with the highest version number represents the latest record.