Unapprove component references

If a component contains links to other components, such as in a map, you can select the component and see a list of all referenced components. From this list you can select the component and a few or all referenced components to unapprove at the same time.

Tips and tricks

  • You don't have to unapprove the source component to unapprove its references.
  • If you want to unapprove a referenced component individually, you can follow the steps in Unapprove a component in the browser.
  • This feature isn't available in a project.

  • You can also unapprove a component while you're working in a map. Use the left Outline panel to select the map reference and open the Options menu to select Approve.

    Unapprove a component referenced in a map

  • You can also unapprove a component while you're working in a project. In any of the following places: the right-click menu, the the Options menu, and the Selected components panel.

    Unapprove a component in a project

  • After you unapprove a component, you see the Draft state icon in front of unapproved components in the Components Browser.
  • Any green system locks are removed and the component is unlocked. An administrator can control if a system lock is placed on the component after a user approves it. By default, this optional feature is set to false, and a lock is not placed on a component after approval.
  • An Unapproval report is created automatically whenever you use the Unapprove referenced components option.

To unapprove component references:

  1. From the top menu, click Components.
  2. In the Folders pane, navigate to the folder where you've saved the component.
  3. In the Components pane, find the component with the referenced components you want to approve.
  4. Right-click the row, and select Approve or unapprove referenced components.
    You can also click the Options menu, and select Approve or unapproved referenced components.
  5. On the Select referenced components screen, in the Select referenced components list, choose one of the following:
    • All referenced components. This option shows you the names of all components referenced by any type of link (xref, conref, file references, and keyrefs) and includes links to images.
    • Referenced components except xref/conref. This option shows you the names of components referenced by file references and keyrefs. It also includes links to images.
    • Referenced components except xref/conref/images. This option shows you the names of components referenced by file references and keyrefs. It does not include links to images.
  6. By default, you see references in a hierarchical view. If you want to work in this view, do any of the following:
    1. To unapprove all references in the source component, select the checkbox in the header row before Name.
    2. To help you find a reference, use the expand and collapse buttons:
      • To expand all parent topics, click
      • To collapse all parent topics, click
      • To expand one parent topic, click
      • To collapse one parent topic
  7. If you want to work with references in a list instead of a hierarchy, select List View, and then do any of the following:
    1. To unapprove all references in the source component, select the checkbox in the header row before Order.
    2. To help you find a reference, if you know the name, you can search the Name column. In Search, enter text and press Enter.
    3. Another way to find a reference is to change which columns are displayed. Place your cursor next to the name of any column and click the down arrow. Select any of the following options:

    4. To sort the list of components to find a reference, next to the column name that you want to sort by, click the down arrow and select Sort Ascending or Sort Descending.
  8. Select the checkbox for each reference you want to unapprove.
  9. Optionally, to save the list of references to a CSV file:
    1. Click Save as CSV.

      By default:

      • The components are listed in the CSV in the following order:
        • By Sequence ID
        • This means you see the components listed in CSV in the same order as in Hierarchical view.
      • The CSV file contains the components based on the filters you select.
    2. On the Convert time confirmation screen, select Yes or No.

      Result: You see a notification telling you the name of the file that was downloaded to your computer.
      The CSV file name uses the following format: ComponentReferences_MM-DD-YYYY-HH-MM-SS-Millisecond.csv
  10. Click Unapprove.
    Results:
    You see a message that the unapproval process has started.
    After you see a notification that the process completes:
    • You see the Draft state icon before the component Name in the Components browser.
    • Any green system locks are removed and the component is unlocked.
    • To see the automatically generated report, open your Notifications and select the one with a Subject line of Component Unapproval.