Modify Leaf Elements in the Working Assembly

Replacing a Leaf

— You can replace a leaf only once in a sequence.

— You can replace directly from the DMS Browse window by dragging one or more documents to an old leaf. This will automatically assign these documents to the leaf and change the leaf to an active Replace leaf.

— You can perform the one-to-many Replace action by selecting already replaced leaf by replacing it multiple times. In this case, the Modified Leaf value will be the same for all replacements.

— You can perform the many-to-one Replace (MReplace) action by selecting multiple leafs under the folder using the Ctrl or Shift key on your keyboard. That results in one leaf with all selected leafs listed in the Modified Leaf field.

— When you replace a leaf, the replaced leaf is hidden and the replacement leaf is displayed.

— The replacement leaf appears at the same location in the assembly tree as the leaf you replaced and you cannot move it.

— The replacement leaf has an operation of Replace.

— The replacement leaf has the default leaf status.

— When a reference leaf is replaced, it is converted back to a normal leaf. It must be manually converted again into a reference leaf, and it will need to be re-targeted to the new, replaced, version of the referenced document.

— The modified file for the replacement leaf references the replaced leaf with the specification of original leaf sequence number

— You cannot replace, suspend, or delete the replacement leaf in the current sequence.

— You can revert the replacement leaf to undo the replacement. The leaf status is automatically reverted to the status that was set before the Replace operation.

— The replacement leaf assumes the content that was assigned to the replaced leaf. You can add, reorganize, or suspend some or all of this content.

— The only content the replacement leaf has is the content you assign.

— If there are links that target the document assigned under the replaced leaf, they are re-targeted to point to the document assigned under the replacing leaf in the new sequence.

— The target old leaf is replaced after multi-assign documents on it and the first selected document will be assigned to this leaf.

Duplicating a Folder

When you duplicate a leaf element, an identical leaf is created in the new sequence. The attributes are the same, except for the leaf ID, modified file, and any assigned documents.

Suspending a Leaf

When you suspend a leaf that was submitted in an earlier sequence, you are indicating that the leaf is no longer actual in the submitted view when the current sequence assembly is added to lifecycle.

— The suspended leaf is hidden in the working view.

— A new leaf with an operation of Suspend is displayed in the assembly tree.

— The new leaf has the default leaf status.

— The new leaf is positioned in the same location as the deleted leaf.

— The leaf and all its components are displayed with a line through them.

— Except for the leaf ID and operation, the new leaf has the same attributes as the suspended leaf.

— You cannot replace, append or suspend the new leaf.

— You can revert the new leaf to undo the deletion. The leaf status is automatically reverted to the status that was set before the Suspend operation.

— If a suspended leaf had content, the new leaf will have the same content in the working view. In the sequence view however, the leaf is displayed with no content.

— The modified file for the new leaf references the suspended leaf. The modified file name is constructed as follows: Modified Leaf shows the leaf that is currently being modified by this leaf in the lifecycle. Modified Sequence shows the sequence that is currently being modified by this leaf in the lifecycle. Modified File Override is available to administrators only to allow an override of the modified leaf/sequence. This should only be used in certain situations because the change is not tracked in the lifecycle.

— Сhange Modified Leaf is available in a working assembly to administrators. This allows the modified file to be manually set.

— Cleaf Modified Leaf is available to administrators in a working assembly. This allows the modified file to be manually cleared.

— You cannot change or move a new leaf, nor can you add elements to a new leaf.

— Suspended leaf elements are copied over to the submitted view after the current sequence assembly is added to lifecycle to provide ability to reuse content in the reference leaf later.

Reverting a Leaf Action

You can undo an operation performed on a leaf by right-clicking the leaf and selecting Revert.