7 How do I edit assets in Form View?

WebCenter Sites Help

If the asset type is configured such that all assets of that type open in Form View, a tab opens displaying the content entry form of the asset. In Form View, you can edit an asset's content by modifying or replacing the information displayed in the fields of the asset's content entry form.

1. From the Contributor interface, select the site containing the asset you want to edit.
2. Find and open the asset.
3. Access the asset's Edit view in Form View:

   • If the asset opens in Web View, switch to Form View. In the asset's toolbar, click the Mode switch.

   • In the asset's toolbar, click the Edit icon.

     The tab displays the asset's Edit view in Form View.

4. Make changes to the asset's content. For details on filling the fields, see Creating an Asset in Form View.
5. Save the asset. Do one of the following:

   • In the asset's toolbar, click the Save icon.

   • In the menu bar, select Content, then select Save.

   WebCenter Sites saves the asset to the database, unless:

   • You have left out one or more required fields in one or more sections.

   • An entry or selection you have made in one or more sections is not permitted.

   If either of the above is true, WebCenter Sites displays an error message indicating the offending fields. Correct the errors, then save the asset.

6. Inspect the asset. Do one of the following:

   • In the asset's toolbar, click the Inspect icon.

   • In the menu bar, select Edit, then select Inspect.

   The tab displays the Inspect view of the asset in Form View. When you Inspect an asset, you cannot edit its content.

7. If the asset is not preassigned to a workflow and you want to use the workflow feature, you can assign the asset to a workflow process.
8. Preview the asset:

   • In the asset's toolbar, click the Preview icon.

   • If the asset is not assigned a template, the Select Layout dialog opens. Select a layout and click Apply.

     The tab shows the preview of the asset.