This section describes the various actions that are available. Many of the actions open wizards. For example, the Check In wizard opens when you select the Check In action from an information page or pop-up menu. Actions are available in different locations depending on the application you are using.
The application you are using determines where actions appear:
The actions displayed in the context and actions menus and in the Information page depend on the type of object you selected, whether you selected more than one object, and the actions configured for your use by your administrator. Your site administrator defines which groups of users can access which types of actions and which actions are available.
The following table lists the actions available for Workplace XT and Workplace. For Workplace XT, the available actions differ depending on what kind of page you are on. Browse and Search are primary pages; the remaining pages are considered secondary pages.
Action applies to |
||||
---|---|---|---|---|
Action | Workplace | Workplace XT primary pages | Workplace XT secondary pages | Related topics and notes |
Add Child | • |
• |
See Manage compound documents. | |
Add Custom Object |
• |
See Add a document (Workplace). | ||
Add Document |
• |
• |
See Add a document (Workplace) or Add a document (Workplace XT). | |
Add Folder |
• |
• |
• |
See Add a folder (Workplace) or Add a folder (Workplace XT). |
Add Subscription | • |
• |
• |
See Workflow subscription wizard. |
Add to Favorites |
• |
• |
||
Add to Shortcuts |
• |
|||
Advanced Add Document |
• |
See Add a document (Workplace) or Add a document (Workplace XT). | ||
Advanced Add Folder |
• |
See Add a folder (Workplace XT). | ||
Advanced Check In | • |
• |
See Modify a document (Workplace XT). | |
Advanced Open | • |
See Add a document (Workplace XT). | ||
All Properties | • |
See Properties view. | ||
Assign Security Policy | • |
• |
• |
See Assign a security policy. |
Associate Entry Templates | • |
See Associate entry templates with folders. | ||
Bring Form Online | • |
• |
• |
This action is managed by the Take Form Offline action site preference below. FileNet P8 eForms must be installed. |
Cancel Checkout | • |
• |
• |
See Modify a document (Workplace) or Modify a document (Workplace XT). |
Change Compound | • |
• |
• |
See Manage compound documents. |
Check In |
• |
• |
• |
See Modify a document (Workplace) or Modify a document (Workplace XT). |
Check Out | • |
• |
• |
See Modify a document (Workplace) or Modify a document (Workplace XT). |
Check Out and Download | • |
See Modify a document (Workplace XT). | ||
Child Document | • |
• |
• |
See Manage compound documents. |
Create Link | • |
• |
• |
See Manage folders or Manage links. |
Customize Columns | • |
See Customize columns. | ||
Declare as Record | • |
• |
• |
See Declare record. Records Manager must be enabled. |
Declare Versions as Record | • |
• |
• |
See Declare record. Records Manager must be enabled. |
Delete | • |
• |
• |
See Manage folders > Delete a folder or Manage a document > Delete. |
Delete Content | • |
• |
• |
See Manage a document > To delete an existing content element. |
Delete Versions | • |
• |
• |
See Manage document versions > Delete a document version. |
Demote Version | • |
• |
• |
See Manage document versions > Demote a document version. |
Download | • |
• |
• |
|
Easy Add | • |
See Add a document (Workplace XT). | ||
Export List | • |
See Export list (Workplace XT). | ||
File | • |
• |
• |
See Manage a document or Drag documents (Workplace XT). |
Get Info | • |
• |
See View document information. | |
Get Info (custom) | • |
• |
Optional: opens a custom Information page | |
Insert Child | • |
• |
See Manage compound documents. | |
Launch | • |
• |
• |
See Manually launch a workflow. |
Launch / Charge out | • |
• |
• |
Records Manager must be enabled. |
Link Info | • |
• |
See Manage links. | |
Modify Child | • |
• |
See Manage compound documents. | |
Modify Document Policy | • |
• |
• |
Click the Help button in the Form Policy wizard. FileNet P8 eForms must be installed. |
Modify Entry Template | • |
• |
See Entry Template Designer. | |
Modify Order | • |
• |
See Manage compound documents. | |
Modify Record Template | • |
• |
• |
Records Manager must be enabled. |
Modify Template | • |
See Entry Template Designer. | ||
Modify Workflow Policy | • |
• |
• |
Click the Help button in the Form Policy wizard. FileNet P8 eForms must be installed. |
More Actions | • |
This action is a group of additional document and folder actions. | ||
More Information | • |
This action is a group of additional document- and folder-related properties. | ||
Move | • |
• |
• |
See Manage a document > Move objects or Drag documents (Workplace XT). |
Move Operation for Folders | • |
• |
• |
See Manage a document > Move objects or Drag documents (Workplace XT). |
Move Root Folder Up | • |
See Show an object's hyperlink. | ||
Open | • |
This action opens a folder, a search, or an entry template, and is available to all Workplace XT users. | ||
Parent Document | • |
• |
• |
See Manage compound documents. |
Preferences | • |
This action is a group of folder preferences. | ||
Promote Version | • |
• |
• |
See Manage document versions > Promote a document version. |
Properties | • |
See Properties view. | ||
Publish | • |
See Publish a document (Workplace). | ||
Quick Checkin |
• |
|||
Refresh | • |
This action refreshes the contents of the tree and list panes. | ||
Remove Child | • |
• |
See Manage compound documents. | |
Remove Favorite | • |
• |
See Manage your favorites (Workplace XT) . | |
Remove Shortcut | • |
See Manage shortcuts (Workplace) . | ||
Rename Favorite | • |
• |
See Manage your favorites (Workplace XT). | |
Rename Shortcut | • |
See Manage shortcuts (Workplace). | ||
Save Content | • |
• |
• |
See Manage a document > Save content. |
Send Mail | • |
• |
• |
See Send mail (Workplace) or Send mail (Workplace XT). |
Show Hyperlink |
• |
• |
• |
|
Take Form Offline | • |
• |
• |
Click the Help button in the Form Policy wizards for more information. FileNet P8 eForms must be installed. |
Test Form Template | • |
• |
• |
See Test Form Template action. FileNet P8 eForms must be installed. |
Transfer Workflow | • |
• |
• |
See Transfer a workflow. |
Unfile | • |
• |
• |
See Manage a document > File and unfile objects. |
View | • |
This action opens a document and is available to all Workplace XT users. | ||
View Compound Document | • |
See Manage compound documents. | ||
View Document Info | • |
• |
• |
See View document information. |
To apply an action to multiple items