Removing the Link in a Linked Regular Doclet

To make modifications to the contents of a linked regular doclet, the updates need to be made in the source library document file. Or, you can remove the link to the library file, thus replacing the linked doclet in the report package with a regular doclet.

Use the Replace File button in the Narrative Reporting ribbon to remove the link in a linked regular doclet.

Once the link is removed, the linked regular doclet becomes a regular doclet in your report package, with all the usual workflow tasks associated with a regular doclet. Assigned authors can now make further updates to the doclet, such as modifying the doclet content, inserting variables, and inserting embedded content.

To remove the link in a linked regular doclet:
  1. Open a report package, select a linked regular doclet, and, in the Narrative Reporting ribbon click Open, and then click Check Out.

    Alternatively, select the doclet in the report package, and then select Open and Check Out in the Action Panel.

    In Oracle Smart View for Office, you can view the linked doclet file by selecting the doclet in the Report Center and clicking Open. However, to remove the link in the linked regular doclet, you must check it out.

    Checking out the linked regular doclet enables the Replace File button in the Narrative Reporting ribbon.

  2. In the Narrative Reporting ribbon, click Replace File.


    Replace File button

    Narrative Reporting displays a message notifying you that the doclet file is linked and replacing the file will break the link.

    Once a linked regular doclet is replaced, the doclet becomes a regular doclet. The regular doclet can be authored as you would any other regular doclet. You can perform further authoring tasks on the doclet, such as embedding content or inserting variables, and the doclet can be submitted or approved.

  3. Click Check In to check in the check in the replaced file.

    Alternatively, instead of clicking the Replace button as described in the previous step, click the drop-down arrow on the Check In button and select Replace File and Check In to complete the replace and check-in with one operation.

  4. Assigned authors can continue with authoring tasks on the replaced doclet.

    For example, authors can modify the doclet, embed content, insert variables, upload and check in the doclet; and proceed with the submitting, approving, recalling, or rejecting the doclet, as required.