About Table Operations
The Refreshed Web Interface displays data as a table for operations such as the following:
• Adding a query table to the Home page.
• Displaying certain tabular fields such as labels in the Item view.
• Displaying items in the Relationship view.
You can perform various operations on such tables based on the available icons in the upper-right corner of the tables. These operations apply to the entire table.
You can filter contents of table columns. For information on filtering table columns, see
Sorting and Filtering the Data.
You can also perform operations on table rows using the available icons in the ACTIONS column.
The following table lists the icons that appear in the upper-right corner of tables on the Home page, and their operations:
Icon
|
Operation
|
Add Table |
|
Remove from Favorites |
Select a document in the Favorite Items table and click  to remove the document from the Favorite Items table. For information on adding a document to Favorites, see Working with Favorite Items. This icon is only available for the Favorite Items table on the Home page. |
Copy Document |
Select a document in the Favorite Items table and click  to make a copy of the document. You can copy only one document at a time. The icon is disabled if you select more than one document. For information on copying a document, see Creating a Document Copy. |
Project Filter |
Click  to open the Project Filter dialog box and select the projects for your query table on the Home page. The table then displays items only from the selected projects. Your project filter selections are remembered across sessions. It is recommended that you set the project filter as a best practice, to limit the displayed items to the projects you are working on. When you set a filter, the number of filtered projects is displayed. Click the same icon to edit the filter. To remove the filter, click  to the right of  . The Project Filter icon is available for all tables except Favorite Items, Cross-cutting Perspectives, and Recently Viewed. |
Column Manager |
|
Replace Table |
Click  to open the Replace Table dialog box and select a different query (that will replace the existing table). |
Clear All Column Filters |
Click  to clear all column filters. This icon is enabled if at least one filter is applied on a column. For information on column filtering, see Sorting and Filtering the Data. |
Refresh Table |
Click  to refresh the data in the table. |
Remove Table |
Click  to remove the table. |
|
• For the Cross-cutting Perspectives table, the Column Manager feature is not applicable.
• For the Favorite Items and Recently Viewed tables, the Replace Table, Column Manager, and Remove Table icons are not available.
|
When present on the Home Page and other tables (such as in Item View and Relationship Viewer), the ACTIONS column is always pinned to the right and cannot be unpinned.
The following table lists the icons that are available in the ACTIONS column of table rows, based on item TYPE:
Icon
|
Operation
|
Open in Item View |
|
Open in Relationship View |
|
Open in DocStudio |
|
The item opens in a new browser tab.
In addition, you can right-click within a table and copy or export the data. To copy or export items, see
Copying and Exporting Data.
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