CA Clarity PPM Basics User Guide

Edit Information Directly in a List

Edit Information Directly in a List

When you click in a field to update, the entire list is placed into edit mode. You can click links and icons in other fields while the list is in edit mode. Press the Esc key on your keyboard to return to display mode and discard unsaved changes.

Follow these steps:

1. Open the page containing the list.

2. Click in the field containing the information to edit.

If the field can be edited, the field changes to edit mode. If no action occurs, the field cannot be edited.

3. Make the update.

A flag appears in the field to indicate an unsaved update.

4. Save the changes.

Insert an Item in a List

When you insert an item, you can edit the fields for the item in the list. The fields displayed are required. The fields cannot be saved until you edit them. Once you save the changes, the default fields display and the auto numbered fields update. If the list includes a time-scaled value column and you want to edit the time-scaled information, save your changes first.

Note: If you filter the list, the inserted row must match the filter criteria for it to display in the results list.

Follow these steps:

1. Open a list page.

2. Select the check box or click anywhere on the item row to insert a new row below it.

3. Do one of the following:

■

Use the keyboard shortcut key:

–

–

Windows: Press Insert.

Macintosh: Press Ctrl+I.

■

Click New.

The new row is inserted.

Chapter 3: Page and Portlet Basics 41