Edit a Workbook in Case Story
The Workbooks Explorer allows you to add, edit, or remove workbooks, as well as organize and search for specific items within each workbook.
To edit a workbook in the Workbooks Explorer:
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From the dashboard, click the Fact Management module.
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Select the Case Story tab in the left navigation panel.
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Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.
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Open the Workbooks Explorer by selecting the Workbooks tab on the left side of the page.
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Select a Workbook and click the Edit button.
Note: The Edit Workbooks option is also found in the right-click context menu for a selected workbook.
A confirmation dialog appears.
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Make any changes.
From here, you can change the name of the workbook or the color of the workbook.
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Click Save.
The workbook information is updated.
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023