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 actions

Actions are listed on the left side of the information pages and in the pop-up menu for any object. Several actions that start wizards are listed on the Author page.

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.

Action Related topics and notes
Add Child See Manage compound documents.
Add Custom Object
See Add a document.
Add Document
See Add a document.
Add Folder
See Add a folder.
Add Subscription See Workflow subscription wizard.
Add to Shortcuts See Manage shortcuts .
Assign Security Policy See Assign a security policy.
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.
Change Compound See Manage compound documents.
Check In See Modify a document.
Check Out See Modify a document.
Child Document See Manage compound documents.
Create Link See Manage folders or Manage links.
Declare as Record See Declare record. InfoSphere Enterprise Records must be enabled.
Declare Versions as Record See Declare record. InfoSphere Enterprise Records must be enabled.
Delete See Manage folders > Delete a folder or Manage a document > Delete.
Delete Content See Manage a document > Delete items.
Delete Versions See Manage document versions > Delete a document version.
Demote Version See Manage document versions > Demote a document version.
Download See View or download a document.
File See Manage a document.
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 InfoSphere Enterprise Records 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 Order See Manage compound documents.
Modify Record Template InfoSphere Enterprise Records 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.
Move See Manage a document > Move objects.
Move Operation for Folders See Manage a document > Move objects.
Parent Document See Manage compound documents.
Promote Version See Manage document versions > Promote a document version.
Publish See Publish a document.
Quick Checkin See Modify a document.
Remove Child See Manage compound documents.
Remove Shortcut See Manage shortcuts .
Rename Shortcut See Manage shortcuts.
Save Content See Manage a document > Save content.
Send Mail See Send mail.
Show Hyperlink See Show an object's 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 Document Info 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, select the check box to the left of the items. To select all items on the page, you can select the check box just above the list of items.
  3. Select the action from the Actions Menu.