Edit Analysis Configurations

Use this activity to update one or more saved configurations at the same time. Any changes you make in the Edit Analysis Configurations pop-up window apply to all selected configurations.

Activity Steps

1. Open the Analysis Configurations Screen.
2. Find and select one or more saved configurations. See View and Filter Analysis Configurations.

   Note: You can select multiple configurations to update them in a single action.

3. Click Edit Selected.

   The Edit Analysis Configurations pop-up window displays.

4. Update the fields for the selected configurations as required:
   • Select the User if you want to assign all selected configurations to another user. Leave this as Unchanged to keep the current owner for each selected configuration.
   • Select the Visibility from:
     • Unchanged – Keeps the current visibility setting for each selected configuration.
     • Private – Available only to the owner.
     • Global – Shared with all Reconcilor users for your site.
   • Select the Locked status from:
     • Unchanged – Keeps the current lock status for each selected configuration.
     • Locked – Fixed for controlled use. A locked configuration cannot be edited on its original screen until it is unlocked.
     • Unlocked – Can be edited.
   • Select the Default status from:
     • Unchanged – Keeps the current default status for each selected configuration.
     • Set – Designates the configuration as the system default for its screen. If another configuration is already set as the default for that screen, it is replaced.

     Note: Only the owner of a default configuration can save changes to it. Other users can load the default and use Save As to create their own copy.

5. Click Confirm.