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XTRF Home Portal Overview

Actions panel

This panel in the top right-hand corner displays the actions applicable to the whole view or selected entities. The available actions differ between modules, tabs, and the number of selected entities.

Action_pane1.png

Some actions can be found in most of the modules:

  • Add: create a new entity of the type displayed in the view.

  • Import: add new entities from a spreadsheet.

  • Export: download the entities from the view as a .CSV file.

  • Delete: erase the selected entity from the system.

Important

In XTRF, deletion is a complex process that can consist of several steps and depends on the entity type you want to erase from the system. To learn how to delete an entity effectively, see the corresponding section in the Modules article.

Other actions are module-specific and are described in corresponding module articles.

To learn more about importing and exporting actions, see the Data import and export guide.

In the actions panel, you can also change some view settings. In the top right-hand page corner, click the Wheel_CP.png icon to display the dropdown menu.

Here you can:

  • select the number of entities displayed per page.

  • decide on the number of lines displayed per row in the entity table.

  • switch to the Classic views.

The choices made in the Wheel_CP.png menu are saved separately for each user.

Configuration.png