Edit a Collaboration

After a collaboration is created, people with the appropriate permissions in the owner region can share resources and status types, and they can set resources and status types as viewable or updatable. If you want to set a resource or status type as updatable, you must first set it as viewable.

You can also set the collaboration as active or inactive. When a collaboration becomes inactive, the target region stops displaying shared resources and status types.

Deactivating a collaboration does not delete it. If you want to permanently delete a collaboration, you must submit a request to your Client Success Manager (CSM).

After you share a resource, the only way to stop sharing it is to deactive or delete the collaboration. This is also true for status types after you add them to a resource, resource type, or resource view.

To edit a collaboration

  1. In the main menu, click Setup and then click Dynamic Status Sharing. The Dynamic Sharing page opens.

  2. Locate the collaboration you want to edit and click its name. The View Collaboration page opens.

  3. Click Edit. The Edit Collaboration page opens.

  4. Do one or more of the following.

    Edit Collaboration actions
    To... Do this...
    Activate or deactivate the collaboration

    Select or clear the Active checkbox.
    Share a resource

    1. Click Select View Resources. The View Resources window opens.

    2. Locate the resource and select the checkbox on that row.

    3. Click Apply. The resource is shared and viewable but not updatable.
    Set a shared resource as updatable

    1. If you have not already done so, complete the steps to share the resource.

    2. Click Select Update Resources. The Update Resources window opens.

    3. Locate the resource and select the checkbox on that row.

    4. Click Apply.
    Change a shared resource from updatable to viewable

    1. Click Select Update Resources. The Update Resources window opens.

    2. Locate the resource and clear the checkbox on that row.

    3. Click Apply.
    Share a status type

    1. Click Select View Status Types. The View Status Types window opens.

    2. Locate the status type and select the checkbox on that row.

    3. Click Apply. The status type is set to be viewable but not updatable.
    Set a shared status type as updatable

    1. If you have not already done so, complete the steps to share the status type as viewable.

    2. Click Select Update Status Types. The Update Status Types window opens.

    3. Locate the status type and select the checkbox on that row.

    4. Click Apply.
    Stop sharing a status type

    You cannot stop sharing a status type if it has already been added to a resource, resource type, or resource view.

    1. Click Select View Status Types. The View Status Types window opens.

    2. Locate the status type and clear the checkbox on that row.

    3. Click Apply.
    Change a shared status type from updatable to viewable

    1. Click Select Update Status Types. The Update Status Types window opens.

    2. Locate the status type and clear the checkbox on that row.

    3. Click Apply.

  5. Click Save.