Select a channel and activate editing
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First, select the channel
for which you want to edit the settings. You can select the base or a B-configuration, in case you want to run A/B-tests, with the selection element right to the channel selection
. Leave the value at “Base configuration“ if you don’t want to use the A/B-test feature.
You will find the Edit Configuration button in the header of the FactFinder-NG user interface, right next to the A/B-Test configuration selection
.
Transactions and Locks
Click the Edit Configuration button (3). The channel you are currently working in is now in edit mode and you have a transaction for this channel. You can recognize this by the ✓ symbol and the bent arrow symbol next to the channel:
You can accept the changes to the transaction by clicking the ✓ symbol and reject changes to the transaction by clicking the bent arrow at any time.
By clicking on 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:.png "image(157).png")
indicates that a property is locked. Hover your cursor over it to review additional details within tooltip.
Confirm your changes
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Select Confirm button on the left to save changes made and close transaction. Confirmation is required.
- Backup comment adding would be prompted, to ease the identification of the backup later.
Select Revert button on the right to revert changes made and close the transaction. Confirmation is required.
Managing Transactions
Click the Manage Transaction 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 the popup, which gives an overview of your own locks and any changes made. (Be aware that 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 the transaction you can disable/enable the auto validation if "Advanced Mode" is enabled.
The check mark (orange box) next to a lock saves its changes and releases it, the "x", however, releases the lock or transaction and discards all changes.
In the right-hand area, the changes for the lock currently selected in the left-hand area are displayed.
The pen icon within the list redirects you to the page that contains the change.In the header of the overview of the 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 on the edit button in the table header (green box) the view changes to the corresponding mode and individual changes can be selected and removed or saved. This function is only available in "Advanced Mode".
Please note that changes can sometimes build on each other and result in validation errors which prevent a single change from being reset.
For example: A new thesaurus entry is added and then changed. The overview now shows two changes for this thesaurus entry. If the first, i.e. the addition of the entry, is to be removed, a validation error is thrown because the second change would work on a non-existent entry if the first change were to be discarded.
When you are working on any settings, it is set as read-only for other users until you click save or discard. Please remember to save your changes ASAP, as not to lock out other users.
New in FactFinder-NG
The edit button is now located in the new FactFinder-NG Header Bar.
Almost all of FactFinder's functions and settings are controlled via the Management Interface. These 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 first to edit them. The inheritance status is set automatically when a change is made.
