Using Toolbar Icons

This section lists and explains the icons commonly seen in the toolbar on many pages.

This task shows you how to:

Clipboard

Clipboard. Click to select the option from the drop-down menu.


  • Add selected items to the clipboard collection. Adds checked selection(s) to clipboard.
  • New / Add to Collections. Displays this window for creating a new collection or adding to an existing collection.



View

This icon indicates that the default System Table view is active.

or

This icon indicates a custom view is active.

From the drop-down menu, click to select an option.


  • ViewName(s). Click to show the customized view.
  • System Table. Click to show the default table view.
  • Edit Current Table View. Click to change a custom table. The Customize Table View page appears.



In the Name field, type an identifier for your table view. This is the name that appears in the Custom View drop-down menu.

Use the (Add), (Remove), or (Remove All) icons to add or remove attributes from the Visible columns.

Use the (Move Up) and (Move Down) icons to reorder the Visible columns.

In the Width of selected columns field, type a the size in pixels.

Select the attributes by which you want to sort and their sort order. You can specify a primary, secondary, and tertiary sort order.

Click whether to list items in ascending or desending order.

Click Done to save your definitions. The work area refreshes with your table view and the table view name appears in the View drop-down menu.

The Edit option is available for custom table views only.


  • Create New Table View. Defines a custom table. The Customize Table View page appears. See the previous Edit option for a description of this page.
  • Delete Current Table View. Deletes the current custom table view. The page refreshes with the next available view.

The Delete option is available for custom table views only.

Filter

Click to select a filter option from the Auto Filter Selection form.



Compare

This icon compares content of objects to identify differences. For example, you can check specifications in the listing and click Compare. Use the first form to Select Object for Basis of Comparison. Click Next and Select the Attribute to Compare. Click Next to view the results.



Export

This icon is used to export the current table view as comma separated values (CSV format) that can be saved, or viewed in MS Excel. Creates a snapshot of the listed requirement specifications. A file download form will prompt you to open or save the file. Choosing open displays an Excel file with the table data.



Printer Friendly

Creates a printer friendly version of the page in a new window. This is a sample of a typical printer friendly page.



Multi Column Sorting

, , Choose this option if you need to sort a listing by more than one column of data. You can use the Sort page, shown here, to sort up to three data items in ascending or descending order.



Help

Displays online help for the current page.

Mass Promote

Promotes the selected objects to the next level in the lifecycle. There are five levels: Preliminary, Draft, Review, Release, and Obsolete. Mass Promote requires either object manager or owner level authorization. An error report will open to confirm the number of objects successfully promoted or demoted.



Mass Demote

Demotes the selected objects to the previous level

in the lifecycle. There are five levels: Preliminary, Draft, Review, Release, and Obsolete. Mass Demote requires either object manager or owner level authorization. An error report confirms the number of objects successfully promoted or demoted.

Sort

The sort icon indicates the column by which the listing is currently sorted. To sort by another column, click the column header.