The following functions are available for maintaining roles and worksets within the Role and Workset Editors:
Function |
Description |
Refers To |
Up/Down |
Moves an object up or down within a folder. |
Objects in roles and worksets |
Delete |
Deletes 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 |
Properties |
Displays the properties of an object in the Property Editor. |
Objects in roles and worksets |
Edit |
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 within roles and worksets that are added by delta link |
Trace Delta Links |
Finds the delta link origins and dependant objects of the selected object. For more information see Tracing Delta Link Dependencies. |
Objects within roles and worksets that are added by delta link |
New Folder |
Creates new folders within a structure. |
Entire role or workset |
Reset Node |
Cancels all local changes made to linked objects. |
Objects within roles and worksets that are added by delta link |
Refresh Node |
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 |
Close |
Closes the Role or Workset Editor. |
Entire role or workset |
Preview |
Displays a preview of the iViews and pages contained in roles or worksets. |
iViews and pages |
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 |
CTRL + click on object |
By pressing CTRL and simultaneously clicking on an object, you can select multiple objects on the same level and then delete all the selected objects. |
Objects in the role and workset hierarchy |
The above functions can also be accessed by right-clicking an object in the Role Editor or Workset Editor and selecting the relevant option from the context menu.
You can go to the Permission Editor from the Role Editor or Workset Editor. From the Display dropdown list, choose Permissions.