Blueprint Editor Menu Bar

Use the Blueprint Editor menu bar to access common Blueprint tasks.

Note: The Blueprint Editor menu bar is dynamic so options vary depending on what is active in the Blueprint Editor main pane. For example, when the Object Manager is active, several additional options are available on the Edit menu; when a grid is active in the Object Manager, the Grid Menu Bar item appears with grid-specific commands; when a form is active in the Object Manager, the Form Menu Bar item appears with form-specific commands; etc.

File Menu

Action	Description
Save Blueprint to disk	Saves changes to the active Blueprint.
Save As	Saves the new or active Blueprint as a named .bp file.
Close Blueprint	Closes the Blueprint, but not CSM Administrator. If the Blueprint is not yet saved to a named .bp file, you are prompted to name and save it. If changes are not yet saved, you are prompted to save them to the active .bp file.
Print Grid	Prints the active grid. Only displayed when a grid is active in the main pane.
Export Grid	Exports the active grid. Only displayed when a grid is active in the main pane.
Scan Blueprint	Scans the active Blueprint for potential errors.
Publish Blueprint	Publishes the active Blueprint to a test or live system.
Blueprint Changes	Opens a window, and then view the items that have been added, changed, or deleted in the active Blueprint.
Exit	Exits CSM Administrator. If you are working in a Blueprint and have unsaved changes, CSM prompts you to save your changes.

View Menu

Selects what to display in the Blueprint Editor main pane.

Action	Description
Object Manager	Opens the Object Manager Home page. For more information about the Object Manager, refer to the Business Object documentation.
Definition Reviewer	Opens the Definition Reviewer. You can then review and modify forms, grids, and Form Arrangements for all Business Objects.
View Business Object	Opens the Business Object Editor. You can then manage the active Business Object.
View Relationship	Opens the Relationship Editor. You can then manage relationships for the active Business Object.
View Form	Opens the Form Editor. You can then manage forms for the active Business Object.
View Grid	Opens the Grid Editor. You can then manage grids for the active Business Object.
View Arrangement	Opens the Form Arrangement Editor. You can then manage the Form Arrangement for the active Business Object.
Find Dependencies	Displays the active Business Object's dependencies.

Edit Menu

Action	Description
Cut	Moves the selected item to the clipboard. You can then paste the item into a new location.
Copy	Copies the selected item to the clipboard. You can then paste the item to a new location.
Paste	Inserts an item from the clipboard to a new location.

Managers Menu

Action	Description
Adaptive Layout Presets	Opens the Adaptive Layout Preset Manager.
Attachment Manager	Opens the Attachment Manager.
Automation Processes	Opens the Automation Process Manager.
Business Hours	Opens the Business Hours Manager.
Calendar Manager	Opens the Calendar Manager.
Counters	Opens the Counter Manager.
Dashboards	Opens the Dashboard Manager, Widget Manager, Metric Manager, or Color Palette Manager.
Database Server Objects	Opens the Database Server Objects Manager.
Document Repositories	Opens Document Repository Manager.
E-mail and Event Monitoring	Opens the E-mail and Event Monitoring Manager.
Expressions	Opens the Expression Manager.
External Connections	Opens the External Connections Manager.
Canonical Definitions	Opens the Canonical Definitions Manager.
Formats	Opens the Stored Format Manager.
Group Maps	Opens the Group Map Manager.
HTML Page Manager	Opens the HTML Page Manager. This allows you to add an HTML page to a Blueprint. To create/edit an internal HTML page, see Manage HTML Pages.
Images	Opens the Image Manager.
Knowledge	Opens Knowledge Mapping Manager, and Knowledge Source Manager.
Language Packs	Opens the Language Pack Manager.
Locked Strings	Opens the Locked Strings Manager.
One-Step Action	Opens the One-Step Action Manager.
Prompts	Opens the Prompts Manager.
Queues	Opens the Queue Manager.
Reports	Opens the Reports Manager.
Scheduled Items	Opens the Scheduled Items Manager.
Searches	Opens the Search Manager.
Site Manager	Opens the Portal Site Manager.
Stored Imports	Opens the Stored Imports Manager.
Stored Values	Opens the Stored Value Manager.
Teams	Opens the Team Manager.
Themes	Opens the Theme Manager.
Twitter Account Manager	Opens the Twitter Account Manager.
Visualizations	Opens the Visualization Manager.
Web Services	Opens the Web Services Manager.
Webhooks	Opens the Webhooks Manager.

Tools Menu

Action	Description
Directory Services	Opens the Directory Services window. You can then configure and manage your Directory Service integrations (example: Active Directory, LDAP, etc.).
Windows Domains	Opens the Windows Domains dialog. You can edit your domain connection.
Canonical Mapping Wizard	Opens the Map Canonical Object Wizard. You can use the wizard to map a Canonical object to a Business Object. For more information, see Canonical REST API Mapping Wizard.
Foreign Key Administration	Opens the Foreign Key Administration dialog. You can automatically configure all shared foreign keys in your system. For more information, see Foreign Key Administration.
Export Schema	Exports a Blueprint Schema to a .bp file.
View Publish Log	Displays the Published Blueprint Log.
Options	Opens the Blueprint Options window. You can then define global database settings (example: Timeout values, foreign keys, transaction log, grid and form display settings, etc.).

Localization Menu

Action	Description
Culture Quick Swap (CTRL+Q)	Switch between the preferred culture and the last selected culture.
Preferred Culture (CTRL+D)	Switch to the preferred culture.
Previous Culture (CTRL+L)	Switch to the last culture you selected.

Help Menu

Action	Description
Blueprint Help	Opens the online help.
Report Error	Opens the Report Error window so you can report an error to Cherwell.
About	Opens an About window to view version and licensing information for CSM.