Additional Commands for Changes

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Additional Commands for Changes

Above the Active Changes table, there are additional commands that you can use:

Click on the three dots to the left above the table. A drop-down menu will open.

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If you have selected a Change, additional commands related to the selected Change will appear in the drop-down menu:

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Select the desired command:

Delete Change: Permanently deletes the selected Change.  


This action cannot be undone.


Assign Changes: Changes the owner of the selected Change.

Share: Shares the Change with selected individuals or teams without changing ownership.

Email a Link: Sends a link to the selected Change via email.

Flow: Runs a flow for the Change.

Run Report: Select a report to run.

Word Templates: Creates Word documents and templates.

Export to Excel: Exports the data to a static or dynamic Excel worksheet or to an Excel pivot table.

See associated records: Shows records associated with this view.