Edit a CSM Item
Use the CSM Item Manager to edit existing CSM Items (example: Dashboards, Reports, One-Step Actions etc.). Edit CSM Items when information needs to be updated (example: Adding a new Field to a Report) or changed (example: Changing the text in an e-mail One-Step Action).
Good to know:
- Editing items does not affect past versions (example: Adding a new Field to a Report only adds the Field for present and future Reports). However, dependencies between CSM Items might be affected when editing items. For example, a Widget might be dependent on a specific Metric in order to show the correct data. Editing the Metric to display a different set of data could result in incorrect data displaying or a broken Widget.
- Dependencies are important to note when editing or deleting items in CSM Item Managers. Click the Dependencies button to scan CSM for everything that uses the item.
-
Managers look and behave differently in the Browser Client. For more information, refer to the Browser Client documentation.
To edit a CSM Item:
- Open a CSM Item Manager.
- Select a scope and subfolder (if needed).
- Click the
CSM Item to edit, and then do one of the
following:
- In the CSM Item Manager toolbar, click the Edit button.
- From the CSM Item Manager window, right-click>edit.
- Select the Edit tab in the CSM Item Manager menu bar.
The item's Property page or Editor opens so that you can make changes.
- Save the changes.