Form context menu
The form context menu provides controls based on the table and user access rights. Administrators can customize some of the options available on a context menu using UI actions.
Access the form context menu by clicking an icon beside the form title or by right-clicking the form header (
Image omitted: UI14FormContextMenu.png
Context menu icon\).
Context menu icon\).
The form context menu includes the following options.
Note: Some of the options displayed on the form context menu depend on the user role, installed applications, and version of the UI.
| Option | Description |
|---|---|
| Save | Saves changes without leaving the form view. |
| Related actions | Provides standard actions in the form context menu for some tables, such as Add to Visual Task Board or Create Change in incident. |
| Insert | Saves the data as a new record and returns to the previously viewed page. |
| Insert and Stay | Saves and displays the new record. For more information about inserting records, see Edit a form. |
| Configure | Provides administrative functions, such as configuring forms. |
| Export | Exports data to PDF. Administrators can also export to XML. For more information, see Export data. |
| View | Changes fields to a predefined layout. Switching views submits the form, which saves all changes. Administrators can customize views. |
| Create Favorite | (Core UI only) Adds the current record to your favorites list, represented by a star icon on the tab. |
| Copy URL | Copies to the clipboard the URL for the form view of the record. Follow browser instructions if browser security measures restrict this function. |
| Copy sys_id | Administrators only. Copies to the clipboard the sys_id of the record. Follow browser instructions if browser security measures restrict this function. |
| Show XML | Administrators only. Displays record data in XML format. |
| History | Administrators only. Displays audit history for the record, which must be enabled for the table. For more information, see Enable auditing for a table. |
| Reload Form | Reloads information from the database to refresh the form view. |
Parent Topic:Forms in the classic environment
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