Holds right-click menu

The right-click context menu specific to Holds, available from Hold windows:

  • New Hold - create new Holds.

    See Creating Holds.

  • Set Active Date Range - to change when this Hold is active.

    See Creating Holds.

  • Security and Audit - for the security and audit commands:
    • View Rights - displays the security and Access Controls set for the Hold, generic permissions for the current user and allowed tasks for the Hold
    • Active Audit Events - to view the history of the Hold, for example, modifications
  • Add Records - to add records to this Hold in bulk.
    See Adding records to Holds.
  • Release Records - to remove records from this Hold in bulk.
    See Removing records from Holds.
  • Delete - delete the selected Hold.

    See Removing Holds.

  • Show Records - displays the records in the selected or tagged Holds
  • Run Attached Query - to run the record search associated with this Hold.

    See Using search criteria with a Hold.

  • Properties - view and/or modify the selected Hold's properties.

    See Modifying Holds.