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Background documentationFunctions for Role and Workset Maintenance Locate this document in the navigation structure

 

The following functions are available for maintaining roles and worksets within the Role and Workset Editors:

Function

Description

Refers To

Open

Allows you to make local changes to an object. These changes are only relevant within the role or workset in which the change was made. The source object is not changed.

Objects in roles and worksets

Remove

Removes selected objects from the role or workset structure.

Objects in roles and worksets

Cut, Copy, Paste

Selected objects can be cut or copied and pasted to other locations in the structure hierarchy.

Objects in roles and worksets

New Folder

Creates new folders within a structure.

Entire role or workset

Move Up/Move Down

Moves an object up or down within a folder.

Objects in roles and worksets

Reset Object

Cancels all local changes made to linked objects.

Objects within roles and worksets that are added by delta link

Refresh Object

Updates nodes within a role or workset hierarchy.

Any node within a role or workset hierarchy; may also be the root node

Save

Saves changes made in the Property Editor.

Properties of roles and worksets in the Property Editor

Refresh

Updates the entire Role or Workset Editor and the Property Editor, together with their contents.

Role Editor and Workset Editor as well as Property Editor

Edit Mode

Opens an object in Edit Mode. Used when a role or workset opens in read-only mode (because the object is locked by another user). See also Locking Objects (Lock Scenarios).

Entire role or workset

Close

Closes the Role or Workset Editor.

Entire role or workset

Note Note

You can go to the Property Editor, Permissions Editor, and Delta Link Tracer from the Role Editor or Workset Editor. From the Editor link bar, choose Permissions.

End of the note.