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Wiki source code of 07b. Editable Data

Last modified by Tom Jardine on 06/11/2025, 14:23
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5 Using the Editable Data feature allows users, with the relevant permissions, to edit fields in the front-end of the solution.
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7 Editable Data can only be used with Timeline Indexes.
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9 To create Editable Data, a Data Source, Data Source Group and resulting Index must be configured separately.
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11 = Editable Data Source =
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13 Navigate to the Data Sources screen by clicking **Search Engine**, then **Data Sources**.
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15 Enter the name that will be given to the Editable Data Source in the **Name** textbox. This name must be unique.
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17 Select **Editable Data** from the **Type** drop-down list and select the source Timeline Index from the **Index** drop-down list.
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19 Ensure the **Create Index** option is disabled and click **Create Data Source**.
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21 = Editable Data Source Group =
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23 Navigate to the Data Source Groups screen by clicking **Search Engine**, then **Data Source Groups**.
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25 Enter the name that will be given to the Editable Data Source in the **Name** textbox. This name must be unique.
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27 Use the **Data Sources Added to Group** drop-down list to select the previously created Editable Data Source.
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29 Enable the **Build Now** option and click **Create Data Source Group**.
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31 = Index Options =
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33 Navigate to the Indexes screen by clicking **Search Engine**, then **Indexes**.
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35 Locate the previously created **Data Source Group** and click the **Edit** icon.
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37 Click the **>** icon next to the **Display Field Layouts** option and select **Editable Table** from the **Type** drop-down list.
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39 Select the fields to become editable from the **Display Fields** drop-down list, or click **All** to enable an **Editable Table** display field layout in the [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] screen that allows each value to be modified. Delete individual selections by clicking the **X** icon next to the relevant field, or clear all selections by clicking **None**.
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41 Click **Modify Index** to save the changes.
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43 = Using Editable Data =
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45 Navigate to the [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] screen and select the original Index. Select the **Editable Table** view to load the editable data.
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47 Clicking a value will allow it to be amended. Once the desired modification has been made, click **Commit** to save the changes. Any changes made will be written when the Index has been refreshed.