You can edit a product line to change its name, description, or type. These changes don’t affect any of the product files already assigned to it.
- In the sidebar, select Files > Product Files.
- Click Group by Product.
The table displays the existing product lines. Each is marked with the symbol .
You must be in the Group By Product view. There is no way to edit a product line in the List All Files view.
- Locate the product line you want to edit.
This may involve expanding a top-level product line to drill down to see the child product lines.
- Hover your cursor over the product line you want to edit and click the More Actions button on the far right of the row.
A menu displays the options available for the product line.
- Click Edit.
The Edit Product Line dialog box opens.
- Make changes to the product line details as necessary.
The description displays in the files table as a tooltip on the file name, so be sure to enter a description that will be meaningful to users.
- Click Save.