Tree menu options

To access the menu options in a tree structure, right-click the tree. When you access the tree from different views or modules, the menu displays different options.
Table 1. Menu options for tree structures
Menu Item for Elements Description Views Modules (Administrators)
Edit Attributes Edits the attribute values for the selected element Yes For a single element only
Insert Link Links two selected elements You can use this option only when two elements are selected and the view contains attributes that can be used for linking the elements. You can use this option only when two elements are selected and the module contains attributes used for linking the elements.
Pick Element for Prioritization Selects the required elements Yes For multiple elements only
Unpick Elements Clears the selected elements Yes For multiple elements only
Display in Printer Friendly Format Displays the selected element in a format that is appropriate for printing For a single element only For a single element only
Turn into Folder/Element Transforms the selected folders, elements, or both into either folders or elements You can use this option only when it is allowed in the view definition. For a single element only
Display Links Displays the links that connect the selected element to the other elements For a single element only No
Create Element from Copies the selected element by using the values of the current element when you add a new element For a single element only For a single element only
Copy Copies the selected elements For administrators only Yes
Paste Pastes the copied elements. If you paste the element into the module that the copied element is from, all of the attributes are copied. If you paste the element in a different module or workspace, the title and description are copied. For administrators only Yes
Delete Deletes the selected elements Only administrators and users with workspace permissions can delete elements. You can use this option only when it is allowed in the module configuration.
Add Element Adds an element to the module No For a single element only
Add Folder Adds a folder to the module No For a single element only
Group by Attribute Groups the tree according to the available attributes. Unique values are displayed in temporary folders and all elements with that value are displayed in that folder. For a single element only For a single element only
Special Menu Items for Views Explanation From Views From Configure
Display View Displays the contents of the selected view No For single views only
Add To/Delete from My Own Views Either adds the selected view to, or removes the view from the set of views No For single views only
Share View Adds the selected view to other members' sets of views No For single views only
Test View for Another Member When a view contains a current user view rule, you can test the purpose of the view content for a specific user No For single views only
Special Menu Items for Members Explanation Views Members
Send Account Information Sends account information to the selected members No Yes
Send Mail Sends mail to the selected members No Yes

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