Work in object lists

In a content window, you can view, list, sort, and filter the lists of objects and related objects.

If you right-click an item in the Folders and Items window you can perform operations, for example:

  • get

  • synchronize (projects only)

  • update

  • deliver

  • check in (projects only)

  • check out (projects only)

  • undo check out (projects only)

  • edit (projects only)

  • merge

  • browse

  • compare

  • display file annotations

  • action, promote and demote

  • delegate

  • show item properties

  • show item history

  • show item pedigree

The following table describes how to work with object lists.

Task Description
Select objects in a list.
  • To select a single object, click the select button next to the object, or click anywhere in the row containing the object.

  • To select multiple objects, Ctrl+click each object.

  • To select a range of objects, click the first object in the range, then SHIFT+click the last object.

  • To select all objects in the list, click the column heading containing the select_all_icon.gif icon, or click anywhere in the content window and press Ctrl+A.

  • To clear multiple objects in the list, select any single object as described above.

Sort a list based on the contents of a column.
  1. Click the header of the column you want to sort by.

    An up arrow indicates that rows are sorted in ascending order.

    A down arrow indicates that rows are sorted in descending order.

  2. To reverse the sort order, click the column header again.

Save the contents of a list.
  1. Click the Save button.

  2. In the Save As dialog box, enter a file name.

  3. Select a format:

    • To save the list or tree in an HTML file, from the Save as type list, select HTML Files (*.html).

    • (List only) To save the list in a text file with commas separating the fields, from the Save as type list, select CSV Files (Comma Delimited) (*.csv).

  4. Click the Save button.

Switch an item list between all revisions and latest only. Click the Expand Revisions button.
Resize list columns.
  • To manually resize a column, drag the boundary on the right side of the column heading until the column is the width you want.

    The desktop client retains the column sizes you have set when you next log in.

  • To recalculate columns widths for the best fit, click the Resize button.

Filter objects in a window.
  1. Click the Filter icon at the top right of the pane/window. The Find dialog box opens.

  2. Fill in the fields as described in Create and use object filters.

  3. Click the Apply button. The list in the window is replaced by the filtered list.

Filter objects in a window using a predefined filter. Click the list arrow to the right of the Filter icon on the toolbar at the top of the pane/window and select the name of the filter from the list.
Filter objects in an item window for a stream to view only items revisions created in the stream. Click the list arrow to the right of the Filter icon on the toolbar at the top of the pane/window and select <revisions-created-in-stream>.
Filter objects in a window to view only the objects matching a string.
  1. Click the list arrow at the top right of the toolbar in the pane/window. Select the name of the column to filter from the list. By default, the left-most column of the grid is the one selected for the filter.

    Note: Some columns cannot be filtered this way.

  2. Enter the text for filtering. It is not case-sensitive, and leading and trailing spaces are disregarded. All column values, including numeric ones, are treated as strings for the purpose of filtering.

    The grid display is filtered so that only rows containing that string in the specified column are displayed.

  3. To remove the filtering, delete the value in the text field.

Search for objects in a list by typing initial characters. Click the field in the list that you want to search and enter the initial characters. This positions the cursor in the first field in the list that begins with the characters.
Switch the view of related object windows to tabbed panes.
  • To view a related object window as a tabbed pane, click the icon at the top right of the pane/window.

  • To view all related object windows on the right as tabbed panes, click the list button to the right of the icon and select Tab all views.

Switch the view of related object windows to stacked panes.
  • To view a related object window as a stacked pane, click the icon at the top right of the pane/window.

  • To view all related object windows on the right as stacked panes, click the list button to the right of the icon and select Stack all views.

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