IBM FileNet P8, Version 5.1.+            

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.

Table 1. This table lists the actions available in Workplace XT.
  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   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 Download Check mark   See View or download a document.
Advanced Open Check mark   See Add a document.
All Properties Check mark   See Work with properties.
As Attachment Check mark Check mark Sends the document as an attachment to the local mail client. See Send mail.
As Hyperlink Check mark Check mark Sends the document as a Hyperlink to the local email client. See Send mail.
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 Check Out 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 Documents 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.
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 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     Check mark 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 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.
Refresh Check mark   This action refreshes the contents of the tree and list panes.
Redaction Check mark   This action modifies images or files opened in the viewer, digitally removing sections of the file for privacy. The Production Imaging Edition Viewer Pro must be installed. See Production Imaging Edition Viewer Pro help resources.
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.


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Last updated: July 2011


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