Inline Editing
With the EA Connect Days 2018, we introduced the Inline Editing feature.
The following section will describe briefly what you are able to do with Inline Editing.
Available for everybody
This new feature is available for every user in a workspace with sufficient rights.
Enable Inline Editing
In the Inventory of you LeanIX workspace, you are able to activate Inline Editing in the top right corner by clicking on "Edit".
Edit Fact Sheets
Once you activated the Inline Editing you are able to edit Fact Sheets out of the inventory list.
By simply clicking into a field you are able to update information over multiple Fact Sheets without having to open them all.
Not all fields can be edited using the Inline Editing
Greyed out fields cannot be edited. For more information please see the "What fields can be edited" section.
What fields can be edited
Some fields cannot be edited for multiple reasons.
Calculated fields like the Display Name are generated by certain rules and cannot be edited.
Relations are not available yet.
Fields that can be edited | Fields that cannot be edited |
---|---|
- Text - Number - Single- and Multiselect - Date - Tags - Subscriptions - Fields on relations | - calculated Fields (e.g., Display Name, Quality Seal) - Relation - Documents |
Ways how you can edit
-
Correct content / add content
Click simply into a field
-> overwrite/ complete your input -
Copy+Paste
Click simply into a field
-> right mouse button "copy from Table" and "paste to table" at another location -
Fill the same content from one cell into all others
Click simply into a field. You can see in the cell, at the bottom right a small quadrat.
-> Drag this square (a plus sign appears, like in Excel) as far down or up as you like
-> all following cells will be filled like the first one -
Change lifecycle date via calendar view
Click simply into a field. You can see in the cell, on the right a pale arrow pointing downwards.
-> Click on it and a calendar will appear in which you can change the date -
Multi-select Fields
A) e.g. Business Criticality
Click simply into a field.
-> Double-click on the Business Criticality, a Criticality selection will appear. Here you can exchange the Risk
B) e.g. Tags
Click simply into a field.
-> Double-click on the tag, a tag selection will appear. Here you can exchange the tag
-> or create a new one. Just start typing and click on "NEW".
Save changes
Once you made changes to Fact Sheet in the inventory the total count of changes appears on the top left corner of the inventory table.
All the changes you made are highlighted in a yellow bar.
If you are sure that everything is correct you are now able to save the changes by clicking the Save button in the top right corner
Saving not possible?
A red "X" will appear at the beginning of the line on all fields if the change cannot be saved.
If you click on the "X" you will see the reason and you can correct it.
Change a Tag Group in "Mandatory" afterwards - make sure that all applications have a Tag
For Admins: If you set "Mandatory" for a tag group afterwards and you want to make changes in Table Edit now - make sure that all applications have a Tag of this mandatory tag group.
If not, all your changes/ changes from Member cannot be saved.
It would display the following error message:CONSTRAINT_VIOLATION
- /tags, Fact Sheet "X" is not tagged with tag from mandatory tag group "Y"
Updated about 1 month ago