About Table Operations

Refreshed Web Interface > About the Refreshed Web Interface Home Page > About Tables in the Refreshed Web Interface > 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	Click to add a new table. For more information, see Adding a Table.
View	Click to open the list to switch the table view between List view and Grid view.
Remove from Favorites	Select a document or a process item in the Favorite Items table and click to remove it from the Favorite Items table. For information on adding a document or a process item 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	Click to use the Column Manager to add or remove table columns. The Title and ID columns are the default columns in the tables. You can display or hide the rest of the columns by configuring the columns using the Column Manager. For information on the Column Manager, see Using the 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.
Create Related Item	Click to create a related item. This icon is enabled if at least one item is selected. For details, see Creating a Related Item.
Copy Item	Click to copy an item. This icon is enabled only if a single item is selected. For details, see Copying an Item.

• 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	Click to open the item in the Item View. For information on the Item View, see Accessing the Item View.
Open in Relationship View	Click to open the item in Relationship View. For information on the Relationship View, see Accessing the Relationship Viewer.
Open in DocStudio	Click to open the item in DocStudio. For information on DocStudio, see Accessing DocStudio.
Open in Result Editor	Click to open the item in the Result Editor. For information on Result Editor, see Accessing Test Result Editor

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.