Refreshed Web Interface > About the Refreshed Web Interface Home Page > About Tables in the Refreshed Web Interface > About Table Operations
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 Templates
Select a document or a process item in the Templates table and click to remove it from the table. For information on saving a document or a process item as a template, see Working with Templates.
This icon is only available for the Templates table on the Home page.
Copy Document
Select a document in the Templates 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.
Reports
Select an item or multiple items and click to run reports. You can run item report, item differences report and historical report on selected items. For details see, Running a Report.
* 
• 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 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
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
Open in DocStudio
Click to open the item in DocStudio. For information on DocStudio, see Accessing DocStudio.
Open in Result Editor
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.
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