The actions on the records are made with commands of actions palettes.
The main palette under the search form allows to act on the selected documents in the display area.
In the work area, the actions palette of the opened basket or story allows to act on the records it contains or that are selected.
The actions are accessible depending on the users rights. Some of these actions are basic features while others are advanced features.
The advanced features are accessible using the actions palette buttons or using actions context menus.
This function allows editing records: documents and stories. Complete or modify the documentary descriptions of the assets, either one by one or by batch.
In the main palette, the context menu regroups the functions Properties and:ref:Move<Actions-Move>.
This action allows to modify:
The statuses allows to categorize records. They bring information on their statuses: progress in a workflow, alerts on expired rights, restricted access for users...*etc*.
28 statuses are customizable in Phraseanet Admin. They can be implemented for workflow needs or for access restrictions on records by custom tasks. A status change is also directly available from the Edit form.
To edit records statuses:
The statuses edition is also available in the Edit window.
The interfaces is asynchronous. Statuses symbols displayed for records are refreshed when the interface is refreshed.
This action allows to change the documents type that are automatically set when importing in Phraseanet. It is useful when some documents were not correctly interpreted when imported by the host platform.
Move allows to move media from one collection to an other, in one same Phraseanet base.
Asynchronous, the interface doesn’t show collection changes in real time. Refresh display by searching again moved records if you want to check that action has been successfully done.
The Push button and its context menu regroups the Push and Feedback functions, the Bridge function and the Publish action. These functions allow to push and promote records towards recipients or applications.
Tools regroups the actions allowing to act on:
Select one or more records in the display area or in an opened basket or story of the work zone then click on the Tools button. Choose one of the suggested tabs:
In the display area, the Delete action allows to delete records (documents, or stories).
In the work zone, click on the Delete icon in the actions palette of an opened basket or story. A checkbox allows to choose if the documents of a story shall be deleted.