You can edit the line items on a BP record only if the design permits modification of line items and if the record has not reached the terminal step.
Note: If the line item contains Yet To Buy (YTB) or AFC values, it cannot be modified.
To edit line items:
- Select the line item tab.
- From the left pane, select a line item. The line item details are displayed on the right pane.
- Update the line items.
- When done, select from one of the following options:
- Save & Close: To save the information that you have entered and close the window.
- Save & Add New: To save information that you have entered and refresh the window in order to add another line item.
- Cancel: To discard changes that you have made and close the window.
To delete line items:
- Select the line item tab.
- From the left pane, select a line item.
- From the gear
menu, select Remove.
Note: When a line item is removed, Unifier removes link information, both from the record the line item belongs to, and from the record the line item item was linked to.
When you edit a line item grid, the row counts (at the bottom left corner of the grid) captures the following actions:
- New
The count will depend upon the Add action and the Copy action on the line item. The number gets updated when you add new line items.
- Deleted
The count will depend on the Remove action on the line item.
Note: These counts will not appear when the grid is in View only mode.
To edit an image field on a line item grid
An image field on the grid displays only an image icon; however, you can see a thumbnail of the image if you double-click on the icon. If you want to change or remove the image, double-click the cell anywhere but on the icon. Unifier displays a menu, from which you can choose to upload a different image, or remove the image.
To edit a hyperlink field on a line item grid
If you want to change a hyperlink, double-click the cell anywhere but on the hyperlink. Unifier displays the Hyperlink window, where you can change or remove the link.
To edit a checkbox field on a line item grid
When the field is opened in Grid View, it is rendered as a box that you can select or de-select.
If the list of line items is opened in Form View, all of the line items for a given tab are displayed. Similar to Grid View, the checkbox in the line item list is also rendered as a disabled box with the value.
The Find on Page option in the grid renders the checkbox field as a text box that allows you to type Yes or No. If you type Yes, then the system selects the checkbox and the line item associated with the checkbox is displayed along with the selected checkbox. If you type No, then the system does not select the checkbox and the line item associated with the checkbox is displayed along with the unselected checkbox.