---
schema_version: "1"
id: 187ea6efca124fa208127e80369e0f28b7808994bcf32927d21efdd3301eb0c5
title: Node Context Menu for a Levels Template in Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/seeding_o_levels_template_node_menu.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.seeding_o_levels_template_node_menu.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6c0d30b27e6e2315f517fab324d86c2538ee455ee9cd5175c9ff9b05a8aad820
description: The Node Context Menu for a Levels Template provides several options for managing Root nodes.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Node Context Menu for a Levels Template in Salesforce

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.