If you have a comment on this topic, contact Aptify Documentation. If you want to return to the Aptify Community Site, please click here.

Using the Service Context Menu

The service context menu contains functions specific to services. To display this menu in the Aptify Desktop client, right-click a service heading in the Navigation Bar (or Folder List). The context menu includes the following options:

Context Menu for a Service in the Navigation Bar

 

Option

Description

New <Service> Record

Opens a new record for that particular service.

Find Items

Opens the Find Items dialog box to search for records in that service. See Using the Find Dialog for information on how to use the Find Items dialog.

Create Folder

Creates a new view folder in that particular service. See Creating a New Folder to Store Views.

Connect to Shared Folder

Connects to a shared folder.

Create View

Opens the Create View dialog box.

Paste View

Pastes a view below the service level in the Navigation Bar and Folder List (i.e., views pasted here are at the same level as folders). This option is only available after you have copied a view.

Properties

Opens the Service Properties dialog box, which displays general information about the service, such as the fields it contains, recent activity and deleted records. See Viewing the Properties of a Service for details.

Sort Ascending

Sorts the views and view folders within the service in ascending order (alphabetically). See Sorting Views and View Folders in a Service for details.

Sort Descending

Sorts the views and view folders within the service in descending order (alphabetically). See Sorting Views and View Folders in a Service for details.

Copyright © 2014-2017 Aptify - Confidential and Proprietary