Managing objects

Optiva objects include formulas, items, projects, specifications, ingredient statements, guidelines, tests, etc.

Optiva provides search capability. The administrator can configure components such as enumerated lists, symbols, and users.

This table shows you how to open, create, save, and delete objects in Optiva:

Function Method
Open an object Menu > Object Type > Object Type > object

or

Open an object and click the Lookup on the object toolbar.

or

Select an object from the Recently Viewed list on the home page or the side-bar of an open object.

or

Open a Formula form or object in a new tab or window.

Create an object Menu > Object Type > Object Explorer > New Object button

Open an object.

Toolbar > New or Save As buttons

or

References tab > Create New or Create From buttons

This creates the objects and adds the new object to the References tab.

Save an Object Toolbar> Save button

Refresh the object to see changes made by other users. You can create new versions of objects by saving and renaming the current object.

Depending on how the system administrator has implemented security, you can make changes to a new object repeatedly. But the default record does not give you security privileges until you log back into the system.

Delete an Object Object > Toolbar > Delete button.

Object> Lookup dialog > Delete button

Deleted objects remain in the database, tagged as deleted, although they cannot be seen in the lookups. Your database administrator can restore deleted objects and those objects can show in lookup lists.