Using Detail Editor

Repository

Overview

Detail Editor allows you to view and edit details of an artifact. It also provides you important details of an artifact such as comments made on it, attachments added, traceability, etc.

In this article, you will learn about Detail Editor and how to use it

Opening Detail Editor

You can open Detail Editor by clicking an artifact in Repository Explorer.

Opening of Detail Editor

You can also open Detail Editor by clicking an artifact’s name or Id link from any editor or module.

The following demonstration shows the opening of Detail Editor from Tree editor.

You can also open Detail Editor on the pop-up screen by double-clicking the artifact from any editor or view.

You can open Detail Editor in a split window of the other editors or views such as Document View, Tree View, OneView Document, etc. To learn more, click here.

User Interface of Detail Editor

This editor has:

  • Toolbar
  • Widgets panel
  • Details display area

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Actions available on toolbar

Using Detail Editor

Detail Editor provides you quick access to multiple features such as creating new artifacts, reusing artifacts, cloning artifacts, etc. from the toolbar and widgets panel.

Toolbar Actions

Actions available on the toolbar.

Action

Help Link

Quick Add

How to add artifacts using the Quick Add feature

New

Creating artifacts

New Child

This action is same as creating a new artifact, however, new artifacts are added as child artifacts of the selected artifact.

Edit

Editing artifacts

Check-In/Check-Out

Check-In/Check-Out

Delete

Deleting artifacts

More

Moving artifacts,
Promoting artifacts,
Adding to collections

Explore 360

Explore artifact’s links in 3600 view

Share

Sharing artifacts

Full-Screen

Helps to open selected artifacts in Full-Screen

Tools

Enables to change editor mode, print preview, and customize screen

Widgets Panel

Widgets Panel has a set of widgets that is common to all artifacts. You can view and also perform actions related to their respective areas.

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Widgets panel

Comments

Click the Comments widget to view and add comments or reply to comments made on an artifact.

To learn more about the Comments widget, click here.

Attachments

Click the Attachments widget to view and add files, images, etc. as attachments.

Traceability

Click the Traceability widget to view and add upstream and downstream trace links, make suspect links, etc.

To learn more about the Traceability widget, click here.

Non-Trace Links

Click the Non-Trace links widget to view and add non-trace links such as Parent, Derived Into, Impacts, etc. that are automatically created by the system. You can also add non-trace links for an artifact.

Collections

Click the Collections widget to view and add an artifact to collections.

To learn more about the Collections widget, click here.

Issues

Click the Issues widget to view and add Issues, Change Requests, Defects, etc., or link existing issues.

To learn more about adding issues to an artifact using the widget, click here.

History

Click the History widget to view (see the image below):

Overview of History widget

To learn more about each tab, click here.

See Also

Using History Widget

Revised: July 16, 2021