Actions

This section covers the most common options available in the Actions or More Actions drop-down list, seen throughout RiskVision. These drop-down lists are sensitive to the page and the current selection. They can be seen in the tree on the left side of a page, in the center of a page, in the details pane of a page, or at the top-right corner of a page.

The Actions menu.

The More Actions menu.

This article covers how to perform the following actions:

• Refreshing the data;
• Cutting, copying, and pasting;
• Saving the grid as a CSV file; and
• Importing and exporting the data to an XML file.

For information on transitioning bulk findings, tickets, exceptions, or incidents in a workflow, see the Batch Workflow Transitions article.

To refresh the tree view:

1. In the page where a tree view is available, select the folder. The Actions menu appears.
2. Click Actions and select Refresh. The tree is updated.

To cut the selection:

1. In the page where a tree view is available, expand the tree and select the object of interest. The Actions menu appears. 
2. Click Actions and select Cut. The object is now ready for paste action.

To copy the selection:

1. In the page where a tree view is available, expand the tree and select the folder of interest. The Actions menu appears.
2. Click Actions and select Copy. The object is copied.

To paste the cut or copied action:

1. In the page where a tree view is available, expand the tree and select the folder of interest. The Actions menu appears.
2. Click Actions and select Paste. The object is pasted.

To delete the selection:

1. In the page where a tree view is available, expand the tree and select the folder of interest. The Actions menu appears.
2. Click Actions and select Delete. The object is deleted.

To save fewer rows in the grid or the complete grid in CSV format:

1. Open the page of interest in which the More Actions drop-down list containing the Save as CSV option is available.
2. Do one of the following:
   • To save the complete grid, select Save as CSV in the More Actions drop-down list.
   • To save the row(s) in grid, select the row(s) of interest and select Save as CSV in the More Actions drop-down list.
3. A dialog appears, displaying the options to open or save the file. Follow the instructions displayed by your browser to save the file.

To import a file in XML format: 

1. Open the page of interest in which the More Actions drop-down list containing the Import option is available.
2. Select Import in the More Actions drop-down list. An import dialog sensitive to the object type appears. For example, if you are importing an email template, the Import Email Templates dialog will be seen.
3. Click Browse to select the file.
4. Click OK on the dialog after the file is selected. The dialog is exited and the object(s) is imported.

To export the object(s) or the complete grid in XML format:

1. Open the page of interest in which the More Actions drop-down list containing the Export option is available.
2. Do one of the following:
   • Select Export in the More Actions drop-down list to export the complete grid.
   • Select the row(s) of interest and select Export in the More Actions drop-down list to export the row(s) in grid.
3. A dialog appears, displaying the options to open or save the file. Follow the instructions displayed by your browser to save the file.