Wizard Actions

Wizard actions are shown in the wizard in the top-right corner when the item is opened. When you open item in read-only mode, you will see actions like Edit, Promote and Open Item.

• Edit: Applies lock on the item with exclusive access to make changes on the item.
• Promote: Promotes the item to the next state of the lifecycle associated with the item.
• Open Item: Shows new Innovator tab with default form that shows item details in Innovator Form view.
• Discussion Panel: Shows discussion panel as a flyout with all messages and their replies exchanged in the current item context.
• Refresh: Reloads the current item by making server request.
• Create New Item: Shows new item page in a different tab.
• History: Opens new Innovator tab with default form that shows item details in classic view.
• Versions: Shows list of all previous generations of the current item.
• Life Cycle: Shows associated life cycle of the current item.
• Workflow: Show associated workflow of the current item.
• View Permissions: Shows permissions associated with the current item.
• Delete: Allows to delete current generation or all generations of the item.
• Config: Config action is shown only when admin has configured the template view to allow end user to customize the layout of the wizard of a given ItemType.

• Share: Share action is shown only when admin has configured the template view to allow end user to share the layout of the wizard of a give ItemType with other users.
  When you open the item in edit mode, the following actions will be shown:

  

• Save: Saves the changes done so far on the wizard. Once changes are saved, you can’t discard them using Discard action.
• Done: Saves the changes done so far on the item and unlocks the item so that other people can make changes.

• Discard: Discards all the changes done so far on the item after the last save and unlocks the item so that other people can make changes.