Version: DashboardFox v11
Role: Composer or higher
Permission: Composer access to the application
To edit an existing document, you must possess modify permissions for that specific document. Also, you must have Composer access to the application where the document was created. If your access is limited to View Only, you will not see an edit option. Also, if you are a Composer but are not a member of the group with modify permissions for the document, you will not be able to edit it. However, in this scenario, you can make a copy of the document, which you can then edit.
To verify whether you have these permissions, click the down arrow associated with the report to reveal the action menu. If you see the Edit option listed, you have the necessary modify permissions for that document.
Let us dive into the process:
Accessing the Document
Click on the Documents button, which is found next to the Home button.
Choose between the Public or Private subsection.
Select the folder where the report or dashboard is nestled in
Locate the document you wish to edit.
Click on the down arrow found at the end of the report or dashboard.
From the drop-down menu, select the Edit option.
Upon selection, you will be automatically redirected to the builder section.
Editing a Document in Composer
From here you will see the report tree, report fields, and preview section.
Once you have edited the existing document using all the features when creating a new document, you can save them either by overwriting the existing document or using save as option to save it as a new document with the edits you’ve made.
Here’s a link in creating a report from scratch.
Save Your Document
Once the document meets your needs, you can save the document by either using the Overwrite Existing Document or Save As option.
Overwrite Existing Document will save all your changes under the same name, with the existing permissions and in the same folder as the original document you were editing.
To do this, simply click Overwrite Existing Document
Save As means you will be creating a copy of the document with your changes and being able to save it in your desired folder location.
To do this,
Click Save As
Type in a new Document Name and Description.
Click Next
Set the Permissions and Options as desired.
Click Next.
Choose where to save the document either the Public Library or Private Library as your save location.
Click Finish
And there you have it! You now know how to edit an existing documents and save them using two options!