> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Items

Each item belongs to a folder and can contain one or more tabs.

## New Item

Create a new item in a folder.

<Steps>
  <Step title="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
  </Step>

  <Step title="Enter item details">
    Enter the required information.

    * `Object` – The Salesforce object used by the item
    * `Item Name` – The display name of the item
    * `Folder` – Select a folder from `Available Folders`
  </Step>

  <Step title="Save">
    Click **Save** to create the item.
  </Step>
</Steps>

## Edit Item

Update item details.

<Steps>
  <Step title="Open item menu">
    In the item list, select the item and click the dropdown menu.
  </Step>

  <Step title="Select Edit">
    Click **Edit** to open the Edit Item dialog.
  </Step>

  <Step title="Update item details">
    Modify the required information.

    * `Item Name` – The display name of the item
    * `Item ID` – The item record ID (read-only)
    * `Owner` – The user who owns the item
  </Step>

  <Step title="Save">
    Click **Save** to apply changes.
  </Step>
</Steps>

<Info>
  If the user does not have edit permission, the Edit action changes to View, and the dialog is read-only.
</Info>

## Clone Item

Create a new item by copying an existing item.

<Steps>
  <Step title="Open item menu">
    In the item list, select the item and click the dropdown menu.
  </Step>

  <Step title="Select Clone">
    Click **Clone** to open the Clone Item dialog.
  </Step>

  <Step title="Update item details">
    Modify the required information before saving.

    * `Item Name` – The display name of the item
    * `Item ID` – The item record ID (read-only)
    * `Owner` – The user who owns the item
  </Step>

  <Step title="Save">
    Click **Save** to create the cloned item.
  </Step>
</Steps>

<Info>
  Copies the item and all its tabs.
</Info>

## Move Item

Change the folder of an item.

<Steps>
  <Step title="Open item menu">
    In the item list, select the item and click the dropdown menu.
  </Step>

  <Step title="Select Move">
    Click **Move** to open the Move Item dialog.
  </Step>

  <Step title="Select destination folder">
    Choose a folder from `Available Folders`.
  </Step>

  <Step title="Save">
    Click **Save** to move the item.
  </Step>
</Steps>

## Delete Item

Remove an item from its folder.

<Steps>
  <Step title="Open item menu">
    In the item list, select the item and click the dropdown menu.
  </Step>

  <Step title="Select Delete">
    Click **Delete** to open the Delete Item dialog.
  </Step>

  <Step title="Confirm deletion">
    Click **Delete** to remove the item.
  </Step>
</Steps>

<Info>
  Deleting an item also deletes all its tabs.
</Info>

<Info>
  Actions are disabled if the user does not have permission.
</Info>