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.
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:
- In the page where a tree view is available, select the folder. The Actions menu appears.
- Click Actions and select Refresh. The tree is updated.
To cut the selection:
- In the page where a tree view is available, expand the tree and select the object of interest. The Actions menu appears.
- Click Actions and select Cut. The object is now ready for paste action.
To copy the selection:
- In the page where a tree view is available, expand the tree and select the folder of interest. The Actions menu appears.
- Click Actions and select Copy. The object is copied.
To paste the cut or copied action:
- In the page where a tree view is available, expand the tree and select the folder of interest. The Actions menu appears.
- Click Actions and select Paste. The object is pasted.
To delete the selection:
- In the page where a tree view is available, expand the tree and select the folder of interest. The Actions menu appears.
- Click Actions and select Delete. The object is deleted.
To save fewer rows in the grid or the complete grid in CSV format:
- Open the page of interest in which the More Actions drop-down list containing the Save as CSV option is available.
- 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.
- 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:
- Open the page of interest in which the More Actions drop-down list containing the Import option is available.
- 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.
- Click Browse to select the file.
- 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:
- Open the page of interest in which the More Actions drop-down list containing the Export option is available.
- 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.
- A dialog appears, displaying the options to open or save the file. Follow the instructions displayed by your browser to save the file.