Changing Linked Objects in Roles and Worksets 

Use

You can modify all content objects that are added to roles and worksets as delta links or copies. Since a copy is also a delta link, the procedure is the same and does not depend on whether the object is a delta link or a copy.

The following changes can be made:

...

       1.      Changes to the Source Object

For example, you can add an iView to a role with a delta link or copy and change it by accessing the source object in the role using the linked object. This change therefore affects only the source object of the iView and is not performed locally in the role.

The change has the following effect:

○     The linked iView within the role takes on the changes of the source object.

○     All the objects derived from the iView take on the changes made to the source object.

Changing a source object always results in the change being copied to all the objects derived from this source object. For more information see Delta Links and Inheriting Properties.

You can access source objects by using the Delta Link Tracer. With the Delta Link Tracer you can look at the position of an object within a delta link chain; you see the source object and the dependent objects. You can locate each object within a delta link chain in the Portal Catalog and load it from there into the corresponding object editor for modification.

For more information see Tracing Delta Links Dependencies.

You can only display or change a source object if you have the required permissions.

       2.      Local Changes

You can add an iView or page to a role with a delta link or copy, and change it within the role. This kind of change only affects the iView or page in the role. The change has no effect on other objects. In this case only the linked object in the role is changed, and not the source object.

If you make local changes to an object that is a delta link, these are visualized. For more information see Visualization of Modified Linked Objects.

The following graphic shows how you can change a linked iView within a role.

●     By changing the source object with the delta link origin

●     With local changes in the role

Features

The following modifications are possible when you access source objects:

Object	Possible Actions
iView or iView template	Change or overwrite properties
Page or page template	Remove iView from or add iView to page; change page properties
Workset	Change hierarchy (add or delete entries); change properties
Role	Change hierarchy (add or delete entries); change properties

The following changes can be made locally:

Object	Possible Actions on a Linked Object
iView or iView template	Change or overwrite properties
Page or page template	Remove iView from or add iView to page; change page properties
Workset	Change hierarchy (add or delete entries); change properties
Role	Change hierarchy (add or delete entries); change properties

Activities

Open a role or workset in the Role Editor or Workset Editor.

You can change linked objects in the role or workset as follows:

Linked Object	Type of Change	Function and Procedure
Role	Change the source object of the role	...        1.      Select the root node and click Trace Delta Links. The Delta Link Tracer opens        2.      Select the source object and click Locate in Portal Catalog.        3.      Edit the source object in the Role Editor.
Workset	Change the source object of the workset	...        1.      Select the root node and choose Trace Delta Links. The Delta Link Tracer opens        2.      Select the source object and click Locate in Portal Catalog.        3.      Edit the source object in the Workset Editor.
iView	Change the source object of the iView	...        1.      Select the iView and choose Trace Delta Links. The Delta Link Tracer opens        2.      Select the source object and click Locate in Portal Catalog.        3.      Edit the source object in the iView Editor.
Page	Change the source object of the page	...        1.      Select the page and choose Trace Delta Links. The Delta Link Tracer opens        2.      Select the source object and click Locate in Portal Catalog.        3.      Edit the source object in the Page Editor.
iView	Change the iView locally	...        1.      Select the iView.        2.      Choose Edit. The iView Editor opens and you can edit the iView.
Page	Change the page locally	...        1.      Select the page.        2.      Choose Edit. The Page Editor opens and you can edit the page.

Local Changes to Roles and Worksets

When changing a linked role or workset locally you can:

●     Delete entries from the role or workset hierarchy

●     Add entries

●     Change linked pages and iViews in roles and worksets

Changes to Delta Link Chains

Delta link chains occur when an object is linked to a second object, the second object is linked to a third object, and so on.

For example, you can link iView A and page B to workset C. You then link workset C to role D.

You can then make the following changes to the objects in the role:

Linked Object	Possible Function	Type of Change
Workset C (exists in role D as a delta link)	Change the source object with Trace Delta Links or make a local change by deleting or adding workset nodes within the role	Changes to the original object or local changes
iView A (exists as a delta link in workset C)	Edit	Local change
Page B (exists as a delta link in workset C)	Edit	Local change