Getting Started with the Actions Menu

In the Item Details window, the Actions tab opens a menu with actions you can perform on the current item.

Some actions like Relate to New Item, Relate to Existing Item, and Edit <item> are common to most application item types. Other actions are specific to the current item type.

For example, the Actions tab of a document details includes a Check Out Document action, which does not apply to all item types.

Actions listed in the Actions tab menu are also available from the Actions icon on many application views. For more information about the Actions icon, see Actions Icon and Menu Overview.