Help Center>Foundation Help

Applies to:

Managing Winshuttle Foundation content

Use the Content page(s) to manage Transaction or Query files, including scripts, data dictionaries, and more. Each content page operates as a SharePoint file library, and thus shares a common set of controls:

  • Click a checkbox to select a file or folder.
  • Click the arrow next to a file name, and then click View Properties, Download a copy, Workflows, VersionHistory, or Delete.
  • Click New Folder to create a new folder on the page.
  • Click the Delete button to delete selected files or folders.
  • Click a column header to filter options.

On this page

Managing Transaction / Query / Designer files (and related content):

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  1. From the administration home page, on the menu bar, click Content.
  2. Select the desired option from the sub-menu (Transaction, Query, Designer).

    Transaction, Query, and Designer content includes:

    • Transaction/Query Scripts
    • Transaction/Query Data Templates
    • Transaction/Query Supporting Documents
    • Transaction/Query Completed Data Files
    • Transaction Data Files
    • Query Data Dictionaries
    • Designer Solution Files

Transaction Scripts screenshot

Deleting content

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  1. Select 1 or more objects to delete.
  2. Click Delete.

Viewing details for a file or object

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  1. Next to the object name, click the drop arrow.
  2. Select 1 of the following:
    • View Properties: View the properties for the object.
    • Download a copy: Download a copy of the object.
    • Workflows: View running Workflows for the object.
    • Version History: View the version history for the object.
    • Delete: Delete the object.

      Note: Clicking View Properties or Workflows opena an information page for the file/object (shown below), where you can also view and download related documents.