Edit an Item

You can change item attributes.

Rules for editing an item

• The item must be in the Work in Progress state.
• No other user can be editing the item.
• Only one item at a time can be edited.
• If the item is on a change order, the change administrator must have enabled Allow Edits. In this circumstance, the lifecycle state of the item cannot be edited.
• Only an Item Editor Level 1, Item Editor Level 2, or an Administrator can edit an item.

Edit opens an item record so you can:

• Modify the title and description fields.
• Add, remove, and modify user-defined properties.
• Attach and modify attachments.
• Turn on and Turn off BOM rows.

Edit an Item

1. Right-click an item in the item master and select Open.

   The Item Record dialog displays all attributes and properties of the selected item.

   Note: A file and its dependents must be checked into the vault to edit the corresponding items.

2. Click Edit on the Item Record toolbar.

3. The following item attributes can be edited within the Item Record dialog:

   • Item Title text

   • Item Description text

   • Item Category

     Click the drop-down arrow, and select a new category from the list.

   • File attachments

     Select Actions > Attachments to attach a file to the item or remove current attachments.

   • Item properties.

     Right-click in the Properties list and then select Modify Attached Properties. In the Modify Attached Properties dialog, specify which properties to add or remove. The property values can be edited if the item is not associated with a file.

   • BOM details

     Click the BOM tab to make changes to the BOM.

4. Click Save to save your changes.

   If you wish to cancel your changes without closing the item, select File > Exit Edit Mode.