Edit the Dictionary Sharing Method
If your data sharing methods change, you can update the sharing method of the data object. Any changes will affect new child workspaces. For example, if you change a data object to be shared automatically, all new child workspaces will automatically inherit this data. If you would like to use the data in pre-existing workspaces, you must use the Assign button to inherit the data.
The data sharing method must be changed in the owning workspace.
To edit the sharing method:
- Navigate to a dictionary page
- In the object selector, select a workspace.
- In the sidebar, select Summary & Settings.
- On the Summary & Settings menu, select Dictionaries, and then select a dictionary item.
- On the dictionary item page, select a dictionary entry.
- In the Sharing Method list, specify how the data is shared between parent and child workspaces:
- Manual: The data can be pulled down by child workspaces individually, using the Assign button in each child workspace. This is the default option.
- Automatic: The data is pushed down to child workspaces automatically.
- Save your changes:
- Select Save.
- In the Summary & Settings panel, select Close.
This setting is used in the following apps:
Cost and Funds |
Dashboards |
Files |
Portfolio Analysis |
Reports |
Resources |
Risk |
Schedule |
Scope |
Strategic Alignment |
Tasks |
Workflows and Forms |
Last Published Tuesday, May 21, 2024