Toolbar
The toolbar is located in the center of the workspace. The tools allow you ways to control and view your content.
![full_toolbar.png](../../../image/165ca89b5e146b.png)
Toolbar options vary slightly depending on your location in the application.
Select... | To... |
---|---|
View details ![]() | See the details of a component, set, folder, or a project overview. |
List View ![]() | Show data from multiple items in a table with a different field in each column. You can sort, select, and compare items at a glance. For more information, see List View. |
Reading View ![]() | Show text and images for a group of items, which allows you to read through selected items like a document. For more information, see Reading View. |
Document View ![]() | Create, edit, and read items all in one view — no need to switch views for each function. For more information, see Document View. |
Filter items ![]() | Open the filter panel and filter the items you want to see. A filter limits the group of items or comments by content, like author, keyword, date, or coverage. |
Row height ![]() | In List View, manually adjust the height of the rows. If you select Extended, rows are formatted to wrap text. |
Gear icon (show/hide fields) ![]() | Configure which fields appear for each item in Reading View, List View, or Trace View. For more information, see Configure fields. |
Refresh ![]() | Refresh the list of results and recent changes from other users. |
Add ![]() | Add items, folders, sets, and components. |
Trace View ![]() | Show related upstream and downstream items, missing relationships, and item details in context of their relationship. For more information, see Trace View. |
Export ![]() | Export your data to Word, Excel, PDF, or use one of the Office Templates. |
Batch edit ![]() | Update picklist fields and tags for multiple items at a time. |
Reuse ![]() | Reuse when your projects contain items that are the same or similar. |
Convert to ![]() | Change an existing item or items from one type to another. |
Batch transition ![]() | Select multiple items of the same item type and transition them to a different workflow status. |
Send for review ![]() | Send specific items for review. Note: The maximum number of items you can Send for review is 500. |
Relate to existing ![]() | Relate two existing items of the same item type. |