Editing Configurations - Managing Transactions

Overview

Managing transactions lets you efficiently edit and configure settings related to search and recommendation functionalities. This guide explains how to enter edit mode, lock settings, and confirm or discard changes.

Transactions and locks

{{snippet.Channel \ Test \ Edit select}}

Click the Edit Configuration button in the header bar. The current channel enters edit mode and a transaction is opened for that channel. You can recognize this by the ✓ symbol and the bent arrow symbol next to the channel:

You can accept the changes in the transaction by clicking the ✓ symbol, or discard them by clicking the bent arrow at any time.

By clicking the pencil symbol within a configuration (right box) you can edit it directly. This configuration is automatically locked for other users (left box).

This symbol: indicates that a property is locked. Hover your cursor over it to review additional details in a tooltip.

Confirm your changes

{{snippet.Edit Confirm\Revert select}}

Managing transactions

Click the Manage Transactions button to the left of the channel selector (the cog icon marked with the light blue box), or the Manage Lock button while hovering over an active lock, to open a popup that shows your own locks and any changes made. (Note: this option is not available on every page.)

• On the left side of the popup you can see a list of your own locks and open transactions. Within a transaction you can disable or enable auto‑validation if "Advanced Mode" is enabled.

• The check mark (orange box) next to a lock saves its changes and releases it; the "x" releases the lock or transaction and discards all changes.

  • In the right‑hand area, the changes for the lock currently selected on the left are displayed. The pen icon redirects you to the page that contains the change.

  • In the header of the overview of changes, there is a search box and an option to group the changes by channel, setting, or not at all (dark green box).

• When clicking the edit button in the table header (green box), the view switches to edit mode and individual changes can be selected and removed or saved. This function is available only in "Advanced Mode".

Important information

When you are working on any settings, they are read‑only for other users until you click save or discard. Please save your changes as soon as possible to avoid locking out other users.

Almost all of FactFinder's functions and settings are controlled via the Management Interface. Changes are only kept for the active channel; different channels can have different configurations. It is not necessary to overwrite entries and settings in child channels before editing them. The inheritance status is set automatically when a change is made.

Changes can build on each other and result in validation errors that prevent a single change from being reset. Example: A new thesaurus entry is added and then changed. The overview now shows two changes for this entry. If you remove the first change (the addition), a validation error occurs because the second change would refer to a non‑existent entry.