When you right-click a file in the Search tab a context menu is displayed. The following options are available:
•Create New Audience From Template: this option is available when you right-click an audience, interaction or offer template file. Invocation creates a file of the specified type, based on the template in question, and displays it in new instance of an appropriate designer.
•View Information: displays the File Information dialog.
•Configure Attribute: only displayed when the file is an attribute. Displays the Attribute Builder, allowing the attribute to be modified.
•Manage Values: only displayed when the file is an attribute. Displays the Manage Attribute Values dialog, allowing the values displayed when building a compare to list criterion using the attribute to be managed. This option is not available when the attribute’s type is model project, parameter or exists in table, or when its data type is date or decimal.
•Open Latest Version: opens the latest version of the file in an appropriate designer (not available for attribute files).
•Open Linked Page: if the file is associated with a Wiki or web page, this option shows the page within the Linked Page Browser. If no page is associated with the file, the option is disabled.
•Choose Linked Page…: displays the Choose Linked Page dialog, facilitating linking of the file to a Wiki or web page.
•View Insights: only available at audiences and basic/standard selection rules. Displays insights relating to the file in question in the Insights Window.
•Open Data Viewer: this option is only available at selection rule files. Invocation displays the Data Viewer Window. The Data Viewer allows you to view a sample of the records targeted by the current selection rule. For more information, please see the Rule Designer documentation.
•Open File Location: invocation of this option launches the File System Dialog, within which the folder in which the selected file is saved is displayed. The file itself is selected.
•Copy: displays the File System Dialog, within which you can navigate accessible folders in the RPI file system in order to find a suitable folder to which to save a copy of the file.
•Move: displays the Choose Folder dialog, allowing you to choose a folder to which to move the file.
•Delete: moves the file from the folder within which it is stored to the file system’s Recycle Bin.
•Preview: displayed where appropriate (e.g. at an image asset file). Opens the File Information Dialog, and displays a preview of the file in question in its Preview tab.
•Copy Content Tag to Clipboard: only available at attributes. Copies a unique code to the clipboard, by which the attribute may be referenced when content is authored externally.
•View Generated SQL: only available if the file is a selection rule.
•Copy Trace Log to Clipboard: only available if the file is a selection rule.
When you right-click an external file in the Search tab the following context menu items are available:
•View Information...: displays the external file’s details in the File Information Dialog.
•Download...: selecting this option displays the Download File To... Windows file system dialog. You can specify a file name and location and click Save to initiate the download. Doing so creates an External file download job and displays it in the My Jobs dialog (see that interface's documentation for full details of the job). On successful completion, an Open Folder button is displayed; clicking it displays Windows Explorer, within which the file is selected.
•Copy to Folder...: selecting this option displays the Save [filename] as Asset... File System Dialog. When you click Save, if the file already exists in the selected folder, the File Conflict Dialog is shown. If the file does not already exist, or if you elect to proceed with overwriting the existing file, the second File System Dialog is closed, and a Save [filename] to [folder] job is created and displayed in the My Jobs dialog (see that interface's documentation for full details of the job). On its successful completion, an Open Asset button is displayed, which, when clicked, displays the newly-created asset in the Asset Designer. Note that the job will fail if you do not have permission to write to the selected RPI file system folder.