Editing Subscriptions

To edit a subscription:

  1. From Views, open the view that contains the target viewpoint.

  2. Select the target viewpoint.

  3. Place your cursor to the right of the viewpoint name, click menu icon, and then select Inspect.

  4. Select Subscriptions, and then click the name of the subscription that you want to edit.

    The subscription is displayed in the subscription inspector.

  5. Optional: On the General tab, click Edit, and then modify the subscription name or description.

  6. On the Definition tab, click Edit, and then perform an action:

    • In Assignees, select the default and alternate request assignees. See Assigning Subscription Requests.

      Note:

      Only users that have at least Participant(Write) permission on the dimension in the target viewpoint are available to be selected. The envelope icon indicates that the user has an email address configured and is able to receive request notifications.

    • Optional: In Workflow, select one or more of these options:

      Field Description
      Enabled Enables the subscription. When you create a subscription, it is disabled by default. You must have defined a default or alternate assignee in order to enable a subscription.

      You can also enable and disable subscriptions from the Subscriptions tab of the viewpoint inspector. See To enable, disable, or delete a subscription, below.

      Note:

      When a subscription is disabled, no subscription requests or request items are generated for the target viewpoint.
      Create Standalone Request Specifies that this subscription always creates a separate request. It will not be combined with other requests that have the same view and assignee.
      Collaborate Includes alternate assignees who are not assigned the request as collaborators on the request. This enables the alternate assignees to make changes to request items and add comments or attachments even when the request is not assigned to them.

      See Collaborating on a Request.

      Auto-Submit Enables the system to automatically submit the subscription if it passes validation and meets either of the following conditions:
      • No items are skipped
      • Items are skipped with either a "No updates required" or "Row with the same key was already processed" status.

      If items are skipped with any other status (even if other items in the same request are skipped with one of the two statuses above), the entire subscription request is not submitted.

      Bypass Approvals Enables the system to bypass approvals for auto-submitted requests

      Note:

      This option is available only when Auto-Submit is selected.
    • Optional: In Copy Nodes, use the Copy Action and, optionally, the Properties to Match fields on the Definition tab of the subscription inspector to specify a copy or model after operation (see Performing Copy and Model After Operations in Subscriptions):
    • Optional: In Hierarchies, specify an option for the parent nodes in the target hierarchy. For more information, see Determining Target Parents in Subscriptions.
      • For subscriptions from list to hierarchy viewpoints: Select Source Property for Target Parent to select a node level property from the source viewpoint to identify the parent in the target viewpoint to insert the node under. Specifying Source Properties for Target Parents.
      • For subscriptions from hierarchy to hierarchy viewpoints: Select Unknown Target Parent to override the parent in the source viewpoint with an unknown parent so that the parent can be calculated in the target viewpoint. Use this method when you want to calculate the parent in the target based on information in the source parent. See Calculating and Storing the Parent of a Node.
  7. Optional: On the Filters tab, for subscriptions in hierarchy viewpoints only you can add top node filters if you don't want to subscribe to the entire viewpoint. Top node filters enable you to select the branches in the source viewpoint that you want to subscribe to. See Adding Filters and Conditions to Subscriptions

  8. Click Save.

Note:

You cannot edit a subscription to change the source viewpoint to subscribe to. To change the source viewpoint, delete the existing subscription and create a new subscription with the desired source viewpoint.

To enable, disable, or delete a subscription:

  1. Inspect the viewpoint that contains the subscription that you want to enable, disable, or delete. See Inspecting a Viewpoint.
  2. On the Subscriptions tab, click Edit.
  3. In the Action column of the subscription that you want to take action on, click menu icon, and then select an option:
    • Enable (available only if the subscription is disabled)
    • Disable (available only if the subscription is enabled)
    • Delete
  4. Click Yes to confirm, and then click Save.