Tab Menu
The tab menu, which is accessible from each open tab in the App Tab interface, contains shortcuts for various functions related to that specific app item.
Accessing the Menu
To access the menu users can either left or right click on the tab. Double clicking the tab or a previously saved item will open the rename item dialog box.
The menu presented changes based on the type of app content and its state (saved vs unsaved).
Unsaved Menu
When working on an unsaved item, only a few options will be visible from the tab menu:
- Save: save changes to the content item.
- Close: closes the current tab without saving.
- Close other Tabs: closes all other tabs EXCEPT the current one.
Note: the rename options are not available for unsaved items.
Previously Saved Menu
The tab menu for content that has been previously saved has many more options.
Function |
Details |
---|---|
Add to favorites |
Adds the current content item to your favorites list. |
Ratings |
Allows the user to set their rating for the report or content item. |
Duplicate |
Duplicates the current content item into the same folder and opens it as a new tab. |
Rename |
Renames the content item. (Double clicking on the tab will open the same function) |
Change Description |
Allows you to set or update the item's description. |
Save |
|
Extensions |
Access extended options. (See below for more) |
Delete |
Deletes the content item from the content system and closes the tab. |
Go to item location |
Goes to the content item's folder location in the Content Explorer. |
Open related content |
Opens any other content items related to the current item. (See below for more) |
Close |
Closes the current tab. |
Close other tabs |
Close all other tabs EXCEPT the current tab. |
Save
From the Save sub-menu, select one of the following:
- Save: save changes to the content item.
- Save & Close: saves changes and closes the current tab.
- Save As: save as a new content item with a different name and location.
- Save as New Version: save the current item, with its current name in its current folder location, with a new version. You will be prompted to provide a description for the new version.
Extensions
The Extensions menu offers options for embed snippets and direct-open URL links for the current item. This menu is only for Discover and Present items.
- Embed: a dialog for grabbing basic embed script for the current item
- Direct URL Link: copy a direct URL link to the item. This can be used to open the item from a browser directly.
- Direct URL Link with Back Option: copy a direct URL link to the item as above and includes the 'back to application' function.
- OData Feed URL: copy the OData URL link for the item. This can be used to extract the report's results into another application.
- Also see the Copy Link functions found in the content manager framework.
Open Related Content
Open content items that are related to the current item. Downstream content includes all items that are embedded int he current item (like formulas). Upstream content includes all content items into which the current item is embedded.
- Open All: open all related content items - both upstream and downstream.
- Upstream: open content items that were created using the current item
- Downstream: open content items that were used to build the current items
- See Related Content for more details.
- Also see Lineage for more details on related content.