13.3.3. Menu Bar

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User's Guide | Chapter 13: Defining Process Templates in EKM Studio | 13.3. The EKM Studio Environment |

13.3.2. Customizing the Window Layout in EKM Studio |  | 13.3.4. Toolbar
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### 13.3.3. Menu Bar

The menu bar contains four global menus: File, Edit, View and Help.

#### 13.3.3.1. File Menu Options

The File menu in EKM Studio contains the following menu items:

New

  Enables you to create a new process template or lifecycle definition. All existing data is cleared and the new definition is not attached to any existing file. The title bar at the top of the application window will display New Definition, and is replaced by the file name once you save the process template or lifecycle.

Open

  Enables you to open an existing repository file or local file for editing. The title bar at the top of the application window will display the name of the file being edited.

  Important: You cannot open a process template or lifecycle file in EKM Studio on tablet devices (such as an iPad or Android).

Save

  Enables you to save changes to the existing process template or lifecycle file. If the file is new, by default the Save As dialog box opens prompting you to save the file to your local file system.

  Important:

  - You cannot save a process template or lifecycle file in EKM Studio on tablet devices (such as an iPad or Android)

  - If you want to save to the repository, use the Save As action instead.

Save As

  Enables you to save a new process template or lifecycle to a location on your local system or in the repository.

  Important: To be able to save a lifecycle to the repository, you must be in restricted configuration mode. When saving to the repository, lifecycles can only be saved in the /Administration/Configuration/Lifecycles folder. Process templates can be saved in either the /Home/My Applications folder or the /Administration/Shared Applications folder.

Recent Files

  Enables you to open files that you have recently accessed.

Exit

  Enables you to save the existing changes to the file and closes the EKM Studio application.

#### 13.3.3.2. Edit Menu Options

The Edit menu in EKM Studio contains the following menu items:

Script

  Enables you to dynamically assign a signoff request or a task in a process to a user and/or group. See Using Macros in Process Templates for details.

Process Template Attributes

  Enables you to set attributes for a process template. See Editing Process Attributes for details.

#### 13.3.3.3. View Menu Options

The View menu in EKM Studio Menu contains the following item:

Restore Default Layout

  Restores the default view layout for EKM Studio. See EKM Studio Layout for more details.

#### 13.3.3.4. Help Menu Options

The Help menu contains the following options:

About

  Opens a dialog box containing product information such as the version number and build date of the EKM Studio application, as well as legal descriptions. This information may be helpful if you are reporting a problem to an ANSYS technical support representative.

EKM Studio Chapter

  Displays the chapter in the EKM documentation that describes the features of EKM Studio, and how to use it.

Note that you can also invoke context-sensitive help by clicking Help in selected EKM Studio dialog boxes.

Help is displayed in HTML format in a separate browser window. You can browse through online help using the Next and Prev links, or by clicking links to specific sections. To display the table of contents for the full EKM documentation set, click the Contents link at the bottom of any help page.

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