Use the Ribbon

The ribbon provides you with a set of tools that are organized under tabs. Usually, there are two tabs visible when a workspace opens:

Tabs and controls become active in the context of activity on the screen. Icons on the ribbon are grayed out when the function is not operational.

Home Tab

Home tab of ribbon

Group	Control	Description
Manage	Create New	Creates an on-screen display of data.
	Edit	Edits the criteria of an existing view.
	Duplicate	Duplicates a published view when you are not the view's owner.
	Delete	Deletes a view that you own.
	Rename	Renames a view that you own.
	Transfer Ownership	Enables you, as the owner of a view, to give a new owner the right to edit, publish, and transfer ownership.
	Publish	Enables you, as the owner of a view, to provide users and groups read-only access to a view's filter criteria and results.
Migration	Migrate	Enables you export or import a view from one environment to another.
	Cart	Provides options to Add to Cart, View Cart, and Migrate cart.
Distribution	Print	Provides options for Print and Print Preview.
	Export	Provides options to export to Excel (Office XML), Excel (CSV), and Text.
	Email	Opens a dialog box for entering email addresses and choose type of export.
Clipboard	Cut	Deletes a selected entry.
	Copy	Copies the selection to the clipboard.
	Paste	Pastes the contents of the clipboard.
Tools	Find	Enables you to search the current view with options to set the search parameters.
	View Row	Opens a dialog box with the contents of the selected row displayed vertically.
Refresh	Refresh Screen	Allows you to update the screen after you made changes.
	Refresh Cache	Allows you to manually refresh the cache if you made changes. If you made no changes, the Refresh button is grayed out

Grid tab of ribbon

Group	Control	Description
Columns	Columns	Hides and enables columns in the grid.
	Freeze Columns	Keeps the first column or the selected column visible while scrolling through the remaining data columns.
	Unfreeze Panes	Unlocks all columns, enabling you to scroll through the data.
	Fit to	Enables you to resize the column width to fit the size of the headers or the data.
Grouping	Group by	Groups the grid by a column.
	Ungroup	Ungroups all columns.
	Show Group by Pane	Enables you to view groups by pane.
	Expand All	Expands all rows in the grid.
	Collapse All	Collapses all rows in the grid.
Sort and Filter	Ascending	Sorts data in ascending order.
	Descending	Sorts data in descending order.
	Custom	Enables you to create multiple custom sorts for the grid.
	Custom Filter	Enables you to create custom filters for the grid.
	Clear Filters	Enables you to create custom filters for the grid.
View	Show	Displays row numbers and vertical gridlines.
	Compare	Enables you compare two or more rows by displaying your selections in a dialog box with options for highlighting differences in the data.
Find	Find	Enables you to find data in the workspace.
Refresh	Refresh	Refreshes the results in the workspace.
Settings	Restore Defaults	Clears custom settings that were applied to the grid.