Setting Edit History Save Points

The Save Points you choose will depend largely on the level of control that you want, and on your environment. For example, in a single user situation you may choose to save only on object close, whereas in a multiuser environment, saving the history on change of author and change of release state is probably more appropriate.

To Set Save Points:

1. From the main menu, choose Settings > History Settings.... The Edit History Options window opens. Select the Save Points tab.

   

2. Check the events that you want to save a history record on. Choose from:
   • Object Close: saves a revision when an object is closed and has been modified.
   • Change of Release State: saves a revision when an object has its Release State modified
   • Change of Author: saves a revision when an object is modified and the author is not the last author who modified it
   • Change of Template: saves a revision when an object is modified and the template it is based on is changed
   • Publish: saves a revision when an object is published and the last modified record doesn't have an XML history attached
3. Choose OK to save your changes and close the window.