Selecting the actions to include in the Actions menu

On the Actions tab of the component edit view, you use the Actions menu list to select the available options in the Actions menu. For some actions, you can only enable or disable them. For other actions, you can add one or more instances to the menu.

To select the options to include in the Actions menu:

  1. To exclude the Print option, deselect the Print check box. To restore the Print option in the Actions menu, select the check box.

    There are no configuration options for the Print option.

  2. To exclude the Export option, deselect the Export check box. To restore the Export option in the Actions menu, select the check box.

    There are no configuration options for the Export option.

  3. To exclude the Compare option, deselect the check box. To restore the Compare option in the Actions menu, select the Compare check box.

    For the Compare option, you can configure the label to display in the column heading for each record. To configure the column heading:

    1. Click the edit icon for the Compare option.
    2. On the Compare Configuration dialog, in the Header field, type the header to display.

      The default is Record {counter}, which displays the word "Record" plus a column number based on the order in which you selected the records. For example, Record 1, Record 2, etc.

      In addition to the {counter} token, you can also use the {attributeKey} token, where attributeKey is the key name (not the display name) of an attribute for whdisplay the associated value. For example, entering {Name} would indicate to use the value of the Name attribute for the record as the column heading.

      The attribute must be in a group that is configured to display for record details. If the attribute is not included in the attributes on the Compare dialog, then the value is not displayed in the column heading.

  4. The Actions menu list initially does not contain any Pass Parameters options. You can add one or more of these options, each with unique settings:
    1. To add a Pass Parameters option, click +Action. From the menu, select Pass parameters.
    2. By default, the option is enabled when you add it. To exclude the option, deselect its check box. To reenable the option, select the check box.
    3. To remove a Pass Parameters option, click its delete icon.
  5. The Actions menu list initially does not contain any Refinement options. You can add one or more of these options, each with unique settings:
    1. To add a Refinement option, click +Action. From the list, select Refinement.
    2. By default, the option is enabled when you add it. To exclude the option, deselect its check box. To reenable the option, select the check box.
    3. To remove a Refinement option, click its delete icon.
  6. To change the display order of the Actions menu options, drag each option to the appropriate location in the list.