Making Changes to Properties
A document owner, a questionnaire owner, a campaign owner, an administrator, and a proxy author can all make changes in the Properties Wizard of an assigned content item after it leaves the Draft workflow status. What you can change depends on the type of content, your assigned role, and the content item's status.
Allowed Changes to Document and Questionnaire Properties
A document/questionnaire owner or administrator can make changes to properties in the following statuses:
- Draft
- Collaboration
- Review
- Approval
- Pending
- Published
An assigned proxy author can make property changes in the following statuses:
- Draft
- Collaboration
- Review
- Approval
However, the following properties cannot be changed for documents and questionnaires in certain statuses. If you need to change one of these properties, you will have to return the document/questionnaire to Draft status (see Sending a Document or Questionnaire Back to Draft) or create a new version (see Doing a Periodic Review and Creating a New Version).
- Template: can only be changed in the Draft and Collaboration statuses
- Approvers: cannot be changed after a document/questionnaire is approved and moved to Pending or Published/Started status
- Review Interval: Cannot be changed from No Review Date to setting a review date, and vice versa, once a document/questionnaire is approved and moved to Pending or Published/Started status. However, if a review interval is currently set, you can change the from setting—switching between the approve/last reviewed date and specified date options.
- Publication/Start Date: Cannot be changed once a document/questionnaire is moved to Published/Started status
Allowed Changes to Campaign Properties
Except for the following, all settings and task assignments in the Settings, Categories, and Assignees steps can be changed after a campaign is approved and moved to Pending or Started status.
- Template
- Approvers
- Review Interval (Cannot be changed from No Review Date to setting a review date, and vice versa. However, if a review interval is currently set, you can change the from setting—switching between the approve/last reviewed date and specified date options.)
- Start Date
Changing Properties after Draft Status
- Find and open the document, questionnaire, or campaign (see Searching for a Content Item or Browsing for a Content Item).
- Click Properties Wizard.
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Note: If you're working on a content item in the Pending or Published status, you'll see the following alert. Be aware that making changes to certain settings could cause additional email notifications to be sent to assignees. Click OK to continue.
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- Click a Properties Wizard step, and then make the desired changes.
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Notes:
- The step matching the status the document/questionnaire is currently in is highlighted. If a document or questionnaire is currently in the Collaboration (Writers), Review, or Approval status and multiple assignment levels exist, the currently active level is also highlighted.
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- Click Save.
Important: If you close the content item without clicking Save first, your changes will be lost.
- Close the content item.
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