Kepion's editing experience spans the Modeler, from configuring Forms to writing Rules to designing Dashboards. Knowing how editing works is fundamental to your role as a Modeler. In this article, we will cover everything you need to know about Kepion's editing experience.
The Edit Bar makes common Editor actions easily accessible, notifies users of new versions, and shows other active users. The Edit Bar appears above the ribbons across our various Editors (e.g., Dashboard, Form, Data Rules).
The Edit Bar has three components:
Actions allow users to interact with and manage an item (e.g., Dashboard, Form, Rule, etc.). Different actions are available depending on which Mode the Editor is in.
View Mode is enabled by default when you open one of Kepion's Editors. This Mode is equivalent to read-only, i.e., Modelers cannot make any changes.
|Edit||Changes the Editor to Edit Mode|
|Remove (also in Edit Mode)||Deletes the item|
Edit Mode allows Modelers to make changes to the item.
|Revert||Reverts the Editor back to View Mode and discards changes|
|Save||Saves the current changes|
|Save as||Saves a copy of the updated item as a new item and discards changes|
|Remove (also in View Mode)||Deletes the item|
Kepion's saving process was designed with the understanding that multiple Modelers could be working on different items in the same Application. Without proper protections in place, users could be saving over each other's work, erasing valuable progress.
Kepion supports concurrent editing as follows:
- Checks for changes every few seconds and notifies users with the New Version Indicator.
- Provides ample notice of the result of saving changes.
Note: Kepion does not support concurrent editing on a single item. For example, when two users are working on the same Dashboard, only one version can be saved at a time. Concurrent editing is supported only for individual savable items; it will be supported for items that affect an Application's structure (i.e., Dimensions and Models).
Selecting Save will apply changes to the original item.
If there are no new versions available upon save, you will see the standard prompt for confirmation:
If there are new versions available upon save, you will see the following prompt:
Select the action as desired:
Save As - Saves a copy of the updated item as a new item and discards changes
Overwrite - Saves over the existing item. Be careful as this action could overwrite other users' work.
Selecting Save As creates a copy of the updated item as a new item and discards changes
Enter a name for the new item and select Save.
The new item will appear under the original, in the left navigation.
New Version Indicator
The New Version Indicator appears when a new version of an item is available.
Select A new version is available to retrieve the new version of the item.
Note: When you retrieve a new version, changes to your current version will be lost.
Active Users displays the other users who are currently in Edit Mode on an item.
The user icon shows the first letter of the user's ID. You can hover over the icon to see the user's full ID.
Hover over the +n icon to see the full IDs of additional active users.
Note: You will not see yourself listed as an active user.
Selecting Save All will apply changes in bulk to original items across the Application.
If there are no newer versions of items in the Application, selecting Save All will take you through the standard saving process.
If there are newer versions of items in the Application, selecting Save All will trigger the following warning:
In this case, no items will be saved. You need to go to each listed item and address them individually.