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Comment: Published by Scroll Versions from space WMODELER and version MODELER_2.0
Explorer Tab

Toolbar Overview

The Toolbar is part of the Explorer Tab which contains many options related to folders, models or

folders

object definitions.

The

Relevant options will be

displayed

enabled when a

profile or a folder

database, folder, model or an object definition is selected.

If you select a model, the following options are available:

  1. Edit item
  2. Copy
  3. Cut item
  4. Delete item
  5. Refresh explorer
  6. Export
  7. Report
  8. Share
  9. Publish to cockpit
  10. Consolidate
  11. Back
  12. Forward
Tip

To apply the appropriate option to multiple items, hold down the Ctrl key while you press each item until all are selected, and then click the icon that you want to apply.

Toolbar Functionalities

IconPop-up WindowDescription



Use the New Folder icon to create a new folder in the profile database or in an already created folder.

By clicking on this icon, the pop-up window Create New Folder allows you to name your folder.

Click Save to create the folder or Cancel to abort.





Use the New Model icon to create a new model in the selected folder.

Info
You can only create a new model in a folder, not directly in a profiledatabase.

By clicking on this button, a pop-up window will open:

Enter a name for your model and choose a model type. Click Save to create the model in the selected folder.


The Edit icon allows you to edit the model or folder name. 

Info
Note that this option is disabled if you select a database.

A pop-up window will open: Enter the new name of the model or folder and confirm with Save.




Use the Copy icon to copy your model or object to another location.

Info
Note that this option is disabled if you select a folder.


Use the Cut item icon to move your folder, model or folder object to another location.







Use this icon to paste a copied or cut item to another location.

Info
The options depend on the previous action (copy or cut).

Copy: You will be asked what type of copies you want to create. Choose one of the options and click Done to proceed or click Cancel to abort.

Cut: You will be asked if you want to move objects appearing in the selected models and that are in the same folder. You can choose between Yes, No or Cancel.

Tip

You can copy one or more objects inside the Structure Bar and then paste them on the Canvas of the selected model.








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Click on the Delete icon to erase a selected folder. This option is disabled when a model is selected. , model or object.  If you use this icon, a confirmation dialog will open.

Note

Note that all items within the selected folder will also be deleted.

If you want to delete the folder including its content, click Yes.

If you use this icon on models, you can choose to delete all the objects definitions that appear only on selected models and are in the same folder by checking this option within the confirmation dialog.

Use the Refresh explorer icon to refresh your explorer. When you click the icon, a message appears on the top left corner of the screen showing the message Explorer is refreshed.



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If you want to export data from a profile database, folder or foldermodel, use the Export option. Available export formats are JSON and XML.

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MultiExcerptNamegot_to_export_page
PageWithExcerptINTERNAL:_modeler_excerpts
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Use the Import option if you want to import data from a file to a database folder or foldermodel. Available import formats are JSON, XML and ARIS.

Multiexcerpt include
MultiExcerptNamegot_to_export_page
PageWithExcerptINTERNAL:_modeler_excerpts




You can generate reports from the Reports page in the Administration tab. Four types of reports are  

Five Standard Reports are available:

  1. Process Handbook
  2. Model Information
  3. Job Description
  4. IT System Description
  5. RACI(.xlsx)

Tip

For more details visit page Standard Reports.

Anchor
Share
Share


The Share option allows you to copy a link of the chosen profiledatabase, folder or model to a clipboard. When you click the icon, a message appears on the top left corner of the screen showing the message message URL copied to clipboard.

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PublishToCockpit
PublishToCockpit


The Publish to cockpit option is available for databases, folders or models. Use it to pin the selected item to a cockpit. When you click on the button, a  message appears on the top left corner of the screen showing the message External link published to cockpit.









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The Consolidate icon gives you the option to merge two or more objects with one main object. Select a folder and click on the consolidate button in the toolbar. The pop-up window Select Objects for Consolidation will open.

Double click on at least two objects and on the right section of the click Next. A new pop-up window , will appear where you need to select one main master object. When you are ready to merge, click Consolidate to merge all selected objects. If you want to discard your choice, click Cancel. To return to the previous pop-up window, click Back.



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The Apply templates icon gives you the option to apply templates on all of the models in specific folder at once. 

First, select the folder you want to apply the templates to, and then choose Apply templates option from the Toolbar.

Tip

For more details visit pages Modeling Templates and Working with Templates on Canvas

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The Back/Forward icons are used for navigating through paths you have recently visited.



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The Toggle role level visibility icon gives you the option to show only the models that are visible to your role inside the Structure bar.

Tip

For more details visit page Role setting for models and objects.