Context
The Context View lets you see your main contexts at a glance and drill down into activities and entries in one place. Rows expand to reveal nested tables (Context → Activities → Entries). Each level has its own familiar header and default columns, consistent with the dedicated Activities and Entries views.
- Hierarchical table with expand/collapse per row
- Inline actions per item (context/activity/entry)
- Filters for quick slicing and a menu to include archived contexts
- Bulk select and export to CSV/Excel
- All Contexts list showing filters and search.
- Context row actions menu with: Edit Context, Create New Context, Import Context, Create New Activity, Add Existing Activity, Assign Activities, Import Log, Duplicate Context, Delete Context.
- Download modal offering CSV and Excel.
- Contexts side-menu: folder icon showing a quick list of main contexts.
- Expanded context with nested Activities and Entries tables.
Open the Context View
- Option A: Click the folder icon in the left side menu to open the list of main contexts (available if the Context Type is set to show in the menu). Click a context to open Context View filtered to that context immediately.
- Option B: Go to Home → Views → Contexts.
Filter and search
Use State, Creator, Context, and Context Type filters. Click Clear Filters to reset. From the triple-dot menu to the right of Clear Filters, choose Show Archived Contexts to include archived items.
Explore nested data
Expand a context row to show its activities. Expand an activity to show its entries. Each nested table has its own header with default columns, matching other views for a consistent experience.
Use context actions
Open the context row menu to access:
- Edit Context
- Create New Context
- Import Context
- Create New Activity
- Add Existing Activity (available if enabled in the Context Type setup)
- Assign Activities (assign users to all activities within this context)
- Import Log (view when an import was run for this context)
- Duplicate Context
- Delete Context
Bulk actions & export
- Select one or more contexts to Download → CSV or Excel.
- If you select two or more activities or entries of the same type within a context, you’ll see the same bulk actions you know from the dedicated Activities or Entries table views.
Open item details
Click any context/activity/entry name to open its detail page in the same workspace.
See the separate guides for Activity actions and Entry actions for operation details at those levels.
FAQs
How is Context View different from the Activities/Entries views?
Context View combines contexts, activities, and entries in one expandable table so you can scan and act without switching views.
Why don’t I see “Add Existing Activity”?
This action appears only if it’s enabled in the Context Type configuration.
How do I include archived contexts?
Open the triple-dot menu to the right of Clear Filters and choose Show Archived Contexts.
What does “Assign Activities” do?
It assigns selected users to all activities within the context in one go.
Can I export more than one thing at a time?
Yes. Selecting multiple contexts lets you Download to CSV/Excel. Selecting two or more activities or entries of the same type enables the same bulk actions as their dedicated views.
Where can I see the Import Log?
Open the context row menu and choose Import Log to view run history for imports into that context.
Article ID: 281
