Skip to main content

Saving, Confirmations, Undo & Reset

This article explains how saving works in the Editor, why changes may appear to disappear, how Confirm and Undo behave, and how to safely recover if something unexpected happens.

Updated over a month ago

I Made Changes but They Weren’t Saved

Important: Changes are saved only when you click Confirm in the current step.

This applies to:

  • Landmarks

  • Planning

  • PSI Design

  • Editable measurements

If you leave the page, refresh, switch steps, or move to another tab before clicking Confirm, any changes made in that step will not be saved.


How Saving Works

The Editor is structured into steps.
Each step has a Confirm action (for example: Confirm, Generate, Continue, Next Step).

  • Clicking Confirm saves the final state of the current step.

  • Changes made before Confirm are considered temporary.

  • The system does not auto-save within a step.

Best practice:
Always click Confirm as soon as you finish making changes, especially before leaving a case or switching steps or groups.


What to Do If Something Looks Wrong

If something unexpected happens in the Editor (for example, the view does not update, an action fails, or results look incorrect):

  1. Go back to the previous step.

  2. Make a small change (even a minor adjustment).

  3. Move forward again and click Confirm.

This forces the step to refresh and usually resolves temporary state issues.


Session Timeouts and Long-Open Tabs

For security reasons, the system may automatically log you out if the Editor tab remains open for a long time.

If this happens:

  • Any changes made in the current step that were not confirmed may be lost.

  • The step may reset to its last confirmed state.

To avoid this:

  • Click Confirm / Generate / Continue as soon as your changes are complete.

  • Avoid leaving the Editor open without confirming changes for long periods.

You can always return to a previous step, make additional changes, and proceed forward again.


Undo Doesn’t Undo Everything

The Undo function supports most 3D viewer interactions, such as:

  • Movements

  • Rotations

  • Geometry adjustments

However, Undo may not apply to certain actions, including:

  • Implant or template swaps

  • Some non-geometry configuration choices

For these actions, use Confirm, step navigation, or reset instead.


I Want to Reset the Current Step

You can safely reset the current step by refreshing the page.

What happens when you refresh:

  • You return to the last confirmed state of the current step.

  • The case is not deleted.

  • Unconfirmed changes in the current step are discarded.


Key Takeaway

If in doubt:

  • Confirm early

  • Confirm often

  • If something breaks, go back one step, make a small change, and confirm again

This ensures your work is saved and your case remains consistent.

Did this answer your question?