Actions Menus

There are several Actions dropdown menus located above the Tree Browser in the main pane as shown in the screen. The options displayed in these menus are totally customizable and depend on several factors:

Link to Sample%20Tree%20View_Projecta.gifNavigate Menu

Sample options in the Navigate Actions menu: Browse Object, Revisions/Related objects toggle, Set as default, Show/Hide header, Add to Favorites, Add to Clipboard, Remove from Favorites, Add to Clipboard, Remove from Clipboard, Unselect All, Add to Desktop and Remove from Desktop

Edit Menu

Sample options in the Edit menu are Update, Delete, Initiate process, Link object, Link as child, Add as child, Add as copy, Create linked object, Assign users, Secured by and Display attributes

Lifecycle Menu

Sample options in the Lifecycle menu are Open, Copy File, Check in, Check out, Release, New Release, Obsolete, Promote, Demote, In Activate and New Revision

Workflow Menu

Sample options in the Workflow menu are Accept, Capture, Decline, Reject, Reject to start, Reject to end , Review and Propose

General Menu

Sample options in the General menu are Show Graph Chart, Open in new window, Email, Print and Help

Filter Menu

Sample options in the Filter menu are Filter, All Revisions and Open filter preferences screen

Views Menu

Sample options in the Views menu are Display views (with a dropdown menu) and Configuration views (with a dropdown menu)