You can share, filter, tag, approve, copy, share, and delete date ranges and mark date ranges as favorite from a central Date ranges management interface. To manage date ranges:
The Date ranges manager has the following interface elements:
The date ranges list ➊ displays all the date ranges. The list has the following columns:
Column | Description |
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Select to favor or un-favor a date range. | |
Title and description | To edit the title and description, select the title link, which opens the Date range builder. |
Owner | The owner of the date range. |
Tags | The tags for this date range. |
Shared with | The individuals or groups that you shared the date range with. Select to open the Share Date range dialog. |
Date modified | Displays the date and time that the date range was last modified. |
Use to specify which columns you want to display.
You can action on date ranges using the action bar ➋. The action bar contains the following actions:
Icon | Action | Description |
---|---|---|
Add | Add another date range, using the Date range builder. | |
Search by title | When no date range is selected in the list, search for date ranges using this search field. | |
Tag | Tag the selected date ranges. In the Tag Date range dialog, select or de-select the tags for the selected date ranges. Select Save to save the tags for the selected date ranges. | |
Share | Share the selected date ranges. In the Share Date range dialog, you can Search individuals or groups or you can select Organization or Groups. Select Save to save share details for the selected date ranges. | |
Delete | Delete the selected date ranges. You are prompted for a confirmation. | |
Rename | Rename a single selected date range. When selected, you can rename the date range inline. | |
Approve | Approve the selected date ranges. | |
Copy | Copy the selected date ranges. New date ranges are created with the same name and suffix (Copy) | |
Export to CSV | Export the selected date ranges to a Date ranges List.csv file. |
The filter bar ➌ shows the active filters (if any). You can quickly remove a filter using . If more than one filter is specified, use Remove all to remove all filters.
You can filter date ranges using the Filter left panel ➍. The filter panel displays the type of filter and the number of date ranges that honor the filter. Select to toggle the display of the filter panel.
To filter the list of filters:
Select to open the Filters panel. If you need more space for the Filters list, you can select once more to close the panel.
You can filter the date ranges using any of the available filter sections.
Items refer to the date range items displayed in the Date ranges list.
Tags | Description |
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The Tags section lets you filter on tags.
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Owner | Description |
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The Owner section lets you filter on owners.
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Other filters | Description |
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The Other filters section lets you filter on other predefined filter.
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The Date ranges list is automatically updated based on your filter configuration. You can see the configured filters in the Active filter bar.
You edit a date range in two ways:
In a Workspace project, use the Component info icon.
In the Date ranges list, select the title of the date range.
You use the Date range builder to edit the date range.
Use the date range manager to share, rename, or delete date ranges. To reach the date manager: