Overview
You can edit fields in artifacts that are Reused as Instances, except the State, Owner, and Ref. ID fields. For this, you need to configure which fields should be editable in a reused artifact. This means that when changes in those fields are made in the source of a reused artifact, these fields will not synchronize.
For example, you can make the RACI field of the Stakeholder record type editable for a reused artifact.
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NOTE
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This configuration can be done at the system level or project level. When any setting is specified at the project level, it will override those specified at the system level. |
This article explains how to configure editable fields for reused artifacts at the system and project level.
Who Should Read This?
- TopTeam Administrators
- TopTeam Project Administrators
Configuring Editable Fields at System-Level
Step 1. Go to Navigation Pane 🡪 System Administration 🡪 Configure System Record Types
Step 2. Select Configure Editable Fields for Reused Records
Step 3. Select a Record Type to Configure Editable Fields
Step 4. Select Fields to Make Them Editable
The selected fields will be editable for the selected Record Type in a reused artifact. The settings will be applied when artifacts are Reused as Instance.
Configuring Editable Fields at Project-Level
Step 1. Go to Navigation Pane 🡪 Project Administration
Step 2. Select Configure Editable Fields for Reused Records
Step 3. Select a Record Type to Configure Editable Fields
Step 4. Choose the option to override system-level settings with project-level settings
Step 5. Select Fields to Make Them Editable
The selected fields will be editable for the selected Record Type in a reused artifact.
The settings will be applied when artifacts are Reused as Instance.
Revised: November 11th, 2023