Blueprint Editor Menu Bar
Use the Blueprint Editor menu bar to access common Blueprint tasks.
File Menu
| Action | Description |
|---|---|
| Save Blueprint to disk | Saves changes to the active Blueprint. |
| Save As | Saves the new or active Blueprint as a named .bp file. |
| Close Blueprint | Closes the Blueprint, but not CSM Administrator. If the Blueprint is not yet saved to a named .bp file, you are prompted to name and save it. If changes are not yet saved, you are prompted to save them to the active .bp file. |
|
Print Grid Note: Only visible when a Grid is active in the Main pane. |
Prints the active Grid. |
|
Export Grid Note: Only visible when a Grid is active in the Main pane. |
Exports the active Grid. |
| Scan Blueprint | Scans the active Blueprint for potential errors. |
| Publish Blueprint | Publishes the active Blueprint to a test or live system. |
| Blueprint Changes | Opens a window, and then view the items that have been added, changed, or deleted in the active Blueprint. |
| Exit | Exits CSM Administrator. If you are working in a Blueprint and have unsaved changes, CSM prompts you to save your changes. |
View Menu
Selects what to display in the Blueprint Editor Main pane.
| Action | Description |
|---|---|
| Object Manager | Opens the Object Manager Home page. For more information about the Object Manager, refer to the Business Object documentation. |
| Definition Reviewer | Opens the Definition Reviewer. You can then review and modify Forms, Grids, and Form Arrangements for all Business Objects. |
| View Business Object | Opens the Business Object Editor. You can then manage the active Business Object. |
| View Relationship | Opens the Relationship Editor. You can then manage Relationships for the active Business Object. |
| View Form | Opens the Form Editor. You can then manage Forms for the active Business Object. |
| View Grid | Opens the Grid Editor. You can then manage Grids for the active Business Object. |
| View Arrangement | Opens the Form Arrangement Editor. You can then manage the Form Arrangement for the active Business Object. |
| Find Dependencies | Displays the active Business Object's dependencies. |
Edit Menu
| Action | Description |
|---|---|
| Cut | Moves the selected item to the clipboard. You can then paste the item into a new location. |
| Copy | Copies the selected item to the clipboard. You can then paste the item to a new location. |
| Paste | Inserts an item from the clipboard to a new location. |
Managers Menu
| Action | Description |
|---|---|
| Automation Processes | Opens the Automation Process Manager. |
| Calendar Manager | Opens the Calendar Manager. |
| Counters | Opens the Counter Manager. |
| Dashboards | Opens the Dashboard Manager, Widget Manager, Metric Manager, or Color Palette Manager. |
| Database Server Objects | Opens the Database Server Objects Manager. |
| Document Repositories | Opens Document Repository Manager. |
| Expressions | Opens the Expression Manager. |
| External Connections | Opens the External Connections Manager. |
| Formats | Opens the Stored Format Manager. |
| Group Maps | Opens the Group Map Manager. |
| Images | Opens the Image Manager. |
| Knowledge | Opens Knowledge Mapping Manager, and Knowledge Source Manager. |
| One-Step Action | Opens the One-Step Action Manager. |
| Searches | Opens the Search Group Manager. |
| Site Manager | Opens the Portal Site Manager. |
| Stored Values | Opens the Stored Value Manager. |
| Teams | Opens the Team Manager. |
| Themes | Opens the Theme Manager. |
| Visualizations | Opens the Visualization Manager. |
Tools Menu
| Action | Description |
|---|---|
| Directory Services | Opens the Directory Services window. You can then configure and manage your Directory Service integrations (example: Active Directory, LDAP, etc.). |
| Export Schema | Exports a Blueprint Schema to a .bp file. |
| View Publish Log | Displays the Published Blueprint Log. |
| Options | Opens the Blueprint Options window. You can then define global database settings (example: Timeout values, foreign keys, Transaction Log, Grid and Form display settings, etc.). |
Localization Menu
The Localization menu is only available if globalization is enabled for your system. For more information, see Enable Globalization.
| Action | Description |
|---|---|
|
Culture Quick Swap (CTRL+Q) |
Switch between the preferred culture and the last selected culture. |
|
Preferred Culture (CTRL+D) |
Switch to the preferred culture. |
|
Previous Culture (CTRL+P) |
Switch to the last culture you selected. |
Help Menu
| Action | Description |
|---|---|
| Blueprint Help |
Opens the online help. |
| Report Error |
Opens the Report Error window so you can report an error to Cherwell Software. |
| About | Opens an About window to view version and licensing information for CSM. |