Content Manager 25.1 Content Manager

# Creating and deleting items

Creating items
Copying items

You can copy many items like Locations and Record Types, which makes it easier to create similar, new items. Right-click the item to copy and click the relevant command Copy <item type>.

To copy a record, right-click the record, point to New and click Copy Record.

To create new items without copying existing ones, in many lists, you can right-click and then click the relevant command New <item type>.

However, you can also use the File menu to create new items:

1. On the File menu, click New.

   The Content Manager - New dialog box appears.

2. Select the tab for the item you want to create
   - Record tab - displays the Record Types you can use to create records, according to your permissions.

     See Creating records.

     To create new volumes for records, see New Part.

   - Workflow tab - displays the Workflow templates you can use to create a new Workflow.

     See Workflow.

   - Location tab - displays the Location types you can create.

     See Locations and users.

   - Record Type tab - displays the different Record Type behaviors you can use to create a new Record Type.

     Usually, Content Manager administrators create the Record Types that other Content Manager users need.

     See Record Types.

   - Document Queue tab - displays the types of document queue you can use to create a new document queue.

     See Document queues.

   - Document Store tab - displays the types of electronic document stores you can create.

     See Document Stores.

   - Origin - create a new Origin.
     See Origins.
   - Consignment - create a new Consignment.
     See Advanced disposal of records.
   - Archiving Event - create a new Archiving Event.
     See Event Based Archiving.
   - Custom Property - create a new Custom Property.

     See Additional Fields.

   - Meeting - to create new meetings in Content Manager Meeting Manager.

     See Appendix B - Content Manager applications and integrations.

   - Other tab - displays other items you can create:
     - Action - to set up new Actions and Procedures.

       See Creating Actions.

     - Custom Property - create a new Custom Property.

       See Additional Fields.

     - Alert - to set up new alerts.

       See User labels

     - Barcode Scanner - to define new barcode scanners.

       See Barcode scanners.

     - Census - to create new census activities.

       See Census activities.

     - Check In Style - to create check in styles.

       See Check In Style.

     - Hold - to create new record Holds.

       See Holds.

     - Lookup Set - create a new Lookup Set.

       See Creating Lookup Sets.

     - Meeting Type - to create new Meeting Types in Content Manager Meeting Manager.

       See Appendix B - Content Manager applications and integrations.

     - Metadata Validation Rule - to create new a metadata validation rule.
       See Metadata Validation Rules
     - Noise Word - to create new noise words.

       See Noise words.

     - Printer - to create a new Content Manager printer.

       See Printing and reports.

     - Report - to create new report layouts.

       See Report layouts.

     - Schedule - to create new Retention Schedules.

       See Retention Schedules and disposal of records.

     - Security Supplemental Marking - to create new security supplemental markings.

       See Security caveats administration.

     - Security Guide Entries - to create new Security Guide Entries.

       See Security Guide Entries administration.

     - Security Classification - to create new security classifications.

       See Security levels administration.

     - To Do Item - to create new To Do items.

       See To Do Items.

     - Web Publisher Layout - to create new Web publisher layouts.

       See Web publisher.

     - Zip Code - to create new post codes.

       See Postal codes.

3. Double-click the item type or select it and click OK.

   A set of dialogs appears according to the item type you selected.

Deleting items

Provided you have the necessary access permissions, you can delete most items from the Content Manager dataset.

CAUTION: Some items cannot be retrieved after they have been deleted.

1. Right-click the item to delete from the dataset.
   Most of the time, a confirmation dialog appears.
   Other dialogs may appear depending on what kind of item you are deleting.
2. Confirm that you intend to delete the item.
   Content Manager deletes the item.

Deleting items

Provided you have the necessary access permissions, you can delete most items from the Content Manager dataset.

CAUTION: Some items cannot be retrieved after they have been deleted.

1. Right-click the item to delete from the dataset.
   Most of the time, a confirmation dialogue appears.
   Other dialogues may appear depending on what kind of item you are deleting.
2. Confirm that you intend to delete the item.
   Content Manager deletes the item.

Copyright 2008-2025 Open Text
Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Creating and deleting items