Modifying an Existing Document |
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You may need to edit a document, modify its properties, or recreate it, depending upon the business requirement. You may also create more documents of the same type from the editor. Process Platform facilitates modifying an existing document from Workspace Documents (Explorer) as well as Workspace Documents (My Recent Documents).
As you modify a model, the changes are being tracked by the system and a ** appears on the titlebar of the document. If you don't want to retain the changes, you have an option to refresh the document and take the document to the last saved state. To do this, click 
on the toolbar of the editor. Alternatively, if you are in Workspace Documents (Explorer) view, right-click the document that you modified and select (*Refresh). You will see the message - "Refreshing <document name> will discard all changes. Do you want to continue?". Click Yes to revert to the last saved state, and click No to retain the in-progress changes.
Important: In a team setup, it is possible that other developers work on the same documents on which you are working or update or add other documents to the projects. In either case, CWS takes care of updating all the open workspaces containing those documents, as and when a change occurs in the CWS Repository. This activity is handled internally by event service that continuously checks for any modification in the workspace content. The findings are rendered on the UI in the form of confirmation messages that need a user action in response. Tabulated below are the details of the confirmation messages along with the situations in which they appear.
Document in CWS Repository |
Document in Workspace Documents |
User Action (in response to the prompt) |
|---|---|---|
Modified, Renamed, Deleted, Moved |
Opened but not modified |
|
Modified, Renamed, Deleted, Moved |
Modified by User |
|
Modified, Renamed, Deleted, Moved |
Not opened |
NA. Workspace automatically refreshes the document. |
Added |
NA |
NA. Workspace automatically adds the document to the project. |
- To modify an existing document from Workspace Documents (Explorer), do the following:
- In the Workspace Documents (Explorer), open <solution> > <project> and do one of the following:
- Double-click a document
- Right-click a document and select Open The document opens in its editor in a separate window.
Note: If you are working in Classic View, the document opens in the relevant editor to the right side of Workspace Documents. .
- Double-click a document
- Do one of the following:
- Edit or modify the document and click .
- On the toolbar of the editor, open the (Quick Access Menu)|Using the Quick Access Menu|This topic provides information on using the Quick Access Menu. to perform several tasks.
- On the toolbar of the editor, click to create a new document of the same type.
- To modify an existing document from Workspace Documents (My Recent Documents), do the following:
- On Workspace Documents (My Recent Documents), click the document that you want to modify. The document opens in its editor in a separate window.
- Do one of the following:
- Edit or modify the document and click .
- On the toolbar of the editor, open the (Quick Access Menu)|Using the Quick Access Menu|This topic provides information on using the Quick Access Menu. to perform several tasks.
- On the toolbar of the editor, click to create a new document of the same typeThe modified document is saved.
An existing document is modified or updated or a new document is created.