Each node in a Nodes Template has an available options context menu, regardless of where that node (table) is located in the template hierarchy (Parent, Root, or Child).
Node Context Menu Options
The node context menu provides several options:
- Filter: Create or edit node filters. This option is only available for nodes added by a user.
- Preview records: Preview a sample of records (20 record maximum). This option is only available if you have permission to view the source data.
- Remove: Remove the node from the template. This option is only available when both of these conditions are true: The template is in Edit mode and the node was added by a user.
- Add children: Add child nodes to a parent node. This option is only available when the template is in Edit mode.
- Add parents: Add parent nodes to a child node. This option is only available when the template is in Edit mode.
- Edit children: Edit the child nodes of a parent node. This option is only available when both of these conditions are true: The template is in Edit mode and the parent node has at least one child node.
- Edit parents: Edit the parent nodes of a child node. This option is only available when both of these conditions are true: The template is in Edit mode and the child node has at least one parent node.
Displaying the Context Menu
To display the node's context menu, hover over the node and click to open the menu. This will display the available options.