The More menu, gives you functionality and options for the forms in the current active view.
Top menu >> Processes >> More
- Import: Allows you to import a excel spreadsheet to update forms.
- Print: Print all the forms showing in the view.
- Evaluate: Refreshes the formulas and actions on all forms
- Mark as read: Mark all the forms in the view as 'read'.
- Mark my actions as done: Mark all actions assigned to you as done for the forms showing in the view.
- Archive: Archive all the forms showing in the view.
- Activate: Activate (unarchive) all the forms showing in the view.
- Trash: Trash all the forms showing in the view.
- Setup: Access the setup menu for this process
You can utilize any of the options by creating a custom view, perhaps with a filter limiting the view by a date range or customer and apply to all forms showing in the view.
