Using a Thumbnail’s Action MenuLast Updated: 08/08/2016 Introduced in Verision: 2.0
Forms, flows and other entities can be previewed, run or edited using the Action menu.
To access the Action menu, first select the designer projects folder that contains the entity you wish to view. Click the entity’s thumbnail in the folder data panel, then click Action. You may also right-click the entity’s thumbnail to access the Action menu.
Our example folder – My Designer Project – contains a form called Add Article.
To access options on the Action menu, you can either select the thumbnail and click the Action link, or right-click the thumbnail. When we right-click the Add Article thumbnail, the resulting Action menu provides us with a list of actions we can take for editing and previewing the form. To preview the Add Article form, we select Show Preview from the list.
You can also edit the form by clicking the Add Article thumbnail and clicking the Edit link.