Check In and Out
Digest
Users can exlusively "check-out" assets to work on them and prevent others from submitting changes. An asset must be "checked-in" before other users can edit it again.
Concept
A user may manually "check-out" an asset that he/she has 'write' access to. This will prevent other users from making edits to the asset as long as the lock exists. However, other users will be able to create drafts of the current version.
From the "checked-out" state, a user can "check-in" the changes (which finalizes the edit), send the changes into workflow, or break the lock and discard the changes. Users that meet the requirements (see Technical section below) can break the locks of other users. A user can always break their own locks.
Technical
Locking (Checking-Out) Assets
To lock an asset:
- On the View tab of an asset, select the Lock pane.
- Click Check-out this asset.
- You will be forwarded back to the Layout pane, with the Working Copy currently showing.
- After check-out, the following links are available in the view:
Currrent - view the current version of the asset
Working Copy - view the checked-out working copy
Compare with Current - compares the content of the working copy with the current version
Break Lock - breaks the lock and discards the changes
Requirements for Check-Out
In order to check-out an asset, a user must have 'write' access to the asset and one or both of the following must be true:
- user has a Role with the "Bypass workflow" ability, or
- if the user can't bypass workflow:
- the containing folder must not require workflow, or
- there must be workflows available in the containing folder
Viewing Locked Assets
User's Locks are displayed on their Dashboard under both the Locks tab and Current Activity section on the main dashboard tab.
Unlocking (Checking-In) Assets
To unlock an asset:
- On the View tab of an asset, select the Lock pane.
- Select from one of the following Actions:
- Commit changes - finalizes the edit and removes the exclusive lock on the asset. If you selected to commit changes, you will be prompted to add comments to the new version before submitting.
- Break the lock and discard changes - discards the changes and removes the lock
- Send into workflow - starts a workflow using the working copy of the asset. After selecting this option, you will be prompted to select one of the available workflows.