Checking out and editing items and categories

You can check out an entry and have that entry open automatically for you to edit.

Before you begin

Ensure that you are a performer for the particular workflow step where you are checking out an item or category.

About this task

The checkout and edit feature enables you to check out an item or category from either the left navigation pane or the Single and multi-edit with rich search simplified single edit user interface screen into a collaboration area. The checked out item or category opens and displays in the right pane window ready to be modified. You can then directly modify the item or category in the right pane. This feature bypasses the need to manually browse through the collaboration area, selecting the item or category that you want to modify, and then open the entry to edit.

Procedure

  1. Create a collaboration area.
  2. Select the Checkout and Edit check box to check out and immediately edit an item or category.
    Note: If the Checkout and Edit check box is selected in a collaboration area and there is a script attached to the workflow step, the UI does not show the updated data because the App server service does not wait for the workflow engine to complete the execution. Click Refresh to see the updated data.