Create, Update, Delete in Connections

Create / Add

The add button will be found in the title areas for pages and page tiles in Connections to add a new item of the type where the button is found. For example on the metrics list for a department, using this button will prompt you to add a new metric or a linked metric to the current department.

Note: Connections uses a rank field and the ranks are denoted like 1. for the first top level item, and 1.1. for the first one under that one. This extends as far as you need it to.

Another example is on the dashboard pages to add, in this example, a new organization commitment, comment or related link.

Update / Edit

1. In the top right of the page content you can see the edit button to edit the page you are currently viewing.

2. When hovering over page content, such as the announcements on the organization dashboard page, use the edit button to update the selected page content.

   

Projects, Metrics, Tasks and Dialog lists can additionally be right clicked for more options in addition to Edit and Delete, such as adding a comment or inserting a new item in the list above or below the chosen item.

If you don't see either of these options available, try the kebab menu for that area for more options.

Delete / Remove  

This follows the same conventions as updating, but uses the trash bin icon to remove content or Delete in the context of the lists mentioned in the update area above.

Main Lists (projects, metrics, tasks and dialogs)

The main lists of projects/metrics/tasks/dialogs have additional options you can use by right clicking them, such as editing, making a copy, or creating a new item of that type and inserting it near it. The example below shows the additional actions you can do based on the project you right clicked on.