Edit Content Items in the Visualization Layout

Apart from editing content items you add to the Library, you can also edit content items on the visualization layout page if you have Manage Content or Modify permission to perform this task.

To edit content items from visualizations in a project/shell (User mode):

Sign in to Unifier with project/shell user credentials.
Select the specific project/shell tab and switch to User mode. For example, select a tab called Vision Corporation.
In the left Navigator, select Visualizations.
or

Access the Visualizations log from a business process log as follows:
1. In the left Navigator, select Logs, and then select a specific business process, such as Contracts.
2. In the selected business process log (right pane), just below the User mode indicator, select a specific visualization from the Visualization list.
In the Visualizations log (right pane), select a visualization and click Edit.
In the Edit page, select a content item in the visualization layout and click Edit ( ).
Make changes to the content item and then click Update.
The status of the content item displays as Not Synced.

Note: The changes made to the content item is specific to this instance of the visualization. These changes will not be the default for this content item.

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