The Node Context Menu for a Levels Template provides several options for managing Root nodes.
Root Node Context Menu Options
Each Root node in a Levels Template has a context menu that provides these options:
- Filter: Create or edit root filters to control the data associated with the node.
- Preview Records: Preview a sample of records, with a maximum of 20 records, provided you have permission to view the source data.
- Remove: Remove the root from the template. This option is only available if the template is in Edit mode.
Displaying the Context Menu
To display the root node's context menu, hover your cursor over the node and click to open the menu. This will display the available options.