This is the context menu for records in the main grid of the Record Module. The options available depend on which object type the record belongs to (Record Object, Document Object or PDM Object).
See Object Types
See New From
Opens the property card for the select record in a new browser tab.
Depending upon the web browser being used, the user may have to allow pop-ups, as these can prevent new tabs from opening.
Opens the primary file (if applicable) in the default application.
See Linked Records
If the record is checked out, this option is available and checks the record back in.
Not available for records in a PDM Object.
See Object Types
If the record is checked in, this option is available and checks out the record to the current user.
Not available for records in a PDM Object.
See Object Types
In the Shortcut dialog box enter a name for the shortcut (or accept the default name) and click Save and Close.
See Shortcuts
This option provides the ability to create a task for any user, specifically related to the selected record.
See Tasks
Deletes the selected record, if you have permission to perform this action.
Redirects the user to the actual location of the specified record within SOLIDWORKS Manage and highlights the record in the main grid.
Redirects the user to their local working directory and highlights the primary file (if a local version exists).
Allows the export of the primary file to a folder location or zip file.