Actions

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.

Workplace XT actions

Actions are available on the toolbar, from the Actions button, and on the pop-up menu. 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. 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 XT primary pages Workplace XT secondary pages Related topics and notes
Add Child
 
Check mark
See Manage compound documents.
Add Document
Check mark
 
See Add a document.
Add Folder
Check mark
Check mark
See Add a folder.
Add Subscription
Check mark
Check mark
See Workflow subscription wizard.
Add to Favorites
Check mark
Check mark
See Manage your favorites.
Advanced Add Document
Check mark
 
See Add a document.
Advanced Add Folder
Check mark
 
See Add a folder.
Advanced Check In
Check mark
Check mark
See Modify a document.
Advanced Open
Check mark
 
See Add a document.
All Properties
Check mark
 
See Work with properties.
Assign Security Policy
Check mark
Check mark
See Assign a security policy.
Associate Entry Templates
Check mark
 
See Associate entry templates with folders.
Bring Form Online
Check mark
Check mark
This action is managed by the Take Form Offline action site preference below. FileNet P8 eForms must be installed.
Cancel Checkout
Check mark
Check mark
See Modify a document.
Change Compound
Check mark
Check mark
See Manage compound documents.
Check In
Check mark
Check mark
See Modify a document.
Check Out
Check mark
Check mark
See Modify a document.
Check Out and Download
Check mark
 
See Modify a document.
Child Document
Check mark
Check mark
See Manage compound documents.
Create Link
Check mark
Check mark
See Manage folders or Manage links.
Customize Columns
Check mark
 
See Customize columns.
Declare as Record
Check mark
Check mark
See Declare record. IBM InfoSphere Enterprise Records must be enabled.
Declare Versions as Record
Check mark
Check mark
See Declare record. IBM InfoSphere Enterprise Records must be enabled.
Delete
Check mark
Check mark
See Manage folders > Delete a folder or Manage a document > Delete.
Delete Content
Check mark
Check mark
See Manage a multi-content document.
Delete Versions
Check mark
Check mark
See Manage document versions > Delete a document version.
Demote Version
Check mark
Check mark
See Manage document versions > Demote a document version.
Download
Check mark
Check mark
See View or download a document.
Easy Add
Check mark
 
See Add a document.
Export List
Check mark
 
See Export list.
File
Check mark
Check mark
See Manage a document or Drag documents.
Get Info
 
Check mark
See View document information.
Get Info (custom)
 
Check mark
Optional: opens a custom information page.
Insert Child
 
Check mark
See Manage compound documents.
Launch
Check mark
Check mark
See Manually launch a workflow.
Launch / Charge out
Check mark
Check mark
IBM Enterprise InfoSphere Records must be enabled.
Link Info
 
Check mark
See Manage links.
Modify Child
 
Check mark
See Manage compound documents.
Modify Document Policy
Check mark
Check mark
Click the Help button in the Form Policy wizard. FileNet P8 eForms must be installed.
Modify Entry Template
Check mark
Check mark
See Entry Template Designer.
Modify Order
 
Check mark
See Manage compound documents.
Modify Record Template
Check mark
Check mark
IBM InfoSphere Enterprise Records must be enabled.
Modify Template
 
 
See Entry Template Designer.
Modify Workflow Policy
Check mark
Check mark
Click the Help button in the Form Policy wizard. FileNet P8 eForms must be installed.
More Actions
Check mark
 
This action is a group of additional document and folder actions.
More Information
Check mark
 
This action is a group of additional document- and folder-related properties.
Move
Check mark
Check mark
See Manage a document > Move objects or Drag documents.
Move Operation for Folders
Check mark
Check mark
See Manage a document > Move objects or Drag documents.
Move Root Folder Up
Check mark
 
See Show an object's hyperlink.
Open
Check mark
 
This action opens a folder, a search, or an entry template, and is available to all Workplace XT users.
Parent Document
Check mark
Check mark
See Manage compound documents.
Preferences
Check mark
 
This action is a group of folder preferences.
Promote Version
Check mark
Check mark
See Manage document versions > Promote a document version.
Properties
Check mark
 
See Work with properties.
Refresh
Check mark
 
This action refreshes the contents of the tree and list panes.
Remove Child
 
Check mark
See Manage compound documents.
Remove Favorite
Check mark
Check mark
See Manage your favorites.
Rename Favorite
Check mark
Check mark
See Manage your favorites.
Save Content
Check mark
Check mark
See Manage a document > Save content.
Send Mail
Check mark
Check mark
See Send mail.
Show Hyperlink
Check mark
Check mark
See Show an object's hyperlink.
Take Form Offline
Check mark
Check mark
Click the Help button in the Form Policy wizards for more information. FileNet P8 eForms must be installed.
Test Form Template
Check mark
Check mark
See Test Form Template action. FileNet P8 eForms must be installed.
Transfer Workflow
Check mark
Check mark
See Transfer a workflow.
Unfile
Check mark
Check mark
See Manage a document > File and unfile objects.
View
Check mark
 
This action opens a document and is available to all Workplace XT users.
View Compound Document
 
Check mark
See Manage compound documents.
View Document Info
Check mark
Check mark
See View document information.

To apply an action to multiple items

  1. Use Search or Browse to locate and display the items you want. All items must be displayed on the same page.
  2. To select multiple items, use the Shift or Ctrl keys to select the items you want.
  3. Select an action from the context or Actions menu.