New Item
Create a new item in a folder.1
Open New Item dialog
You can open the dialog in either way.
- In the folder list, click New Item at the bottom
- In the folder list, select a folder and click New Item from the dropdown menu
2
Enter item details
Enter the required information.
Object– The Salesforce object used by the itemItem Name– The display name of the itemFolder– Select a folder fromAvailable Folders
3
Save
Click Save to create the item.
Edit Item
Update item details.1
Open item menu
In the item list, select the item and click the dropdown menu.
2
Select Edit
Click Edit to open the Edit Item dialog.
3
Update item details
Modify the required information.
Item Name– The display name of the itemItem ID– The item record ID (read-only)Owner– The user who owns the item
4
Save
Click Save to apply changes.
If the user does not have edit permission, the Edit action changes to View, and the dialog is read-only.
Clone Item
Create a new item by copying an existing item.1
Open item menu
In the item list, select the item and click the dropdown menu.
2
Select Clone
Click Clone to open the Clone Item dialog.
3
Update item details
Modify the required information before saving.
Item Name– The display name of the itemItem ID– The item record ID (read-only)Owner– The user who owns the item
4
Save
Click Save to create the cloned item.
Copies the item and all its tabs.
Move Item
Change the folder of an item.1
Open item menu
In the item list, select the item and click the dropdown menu.
2
Select Move
Click Move to open the Move Item dialog.
3
Select destination folder
Choose a folder from
Available Folders.4
Save
Click Save to move the item.
Delete Item
Remove an item from its folder.1
Open item menu
In the item list, select the item and click the dropdown menu.
2
Select Delete
Click Delete to open the Delete Item dialog.
3
Confirm deletion
Click Delete to remove the item.
Deleting an item also deletes all its tabs.
Actions are disabled if the user does not have permission.