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docs: base actions

Signed-off-by: Raju Udava <86527202+dstala@users.noreply.github.com>
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Raju Udava 1 year ago
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      packages/noco-docs/docs/040.bases/070.actions-on-base.md

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packages/noco-docs/docs/040.bases/070.actions-on-base.md

@ -1,17 +1,18 @@
--- ---
title: 'Actions on base' title: 'Actions on base'
description: 'Actions you can perform on a base in NocoDB: Rename, duplicate, delete, star a base.'
--- ---
## Base context menu ## Base context menu
Base context menu provides access to some of quick actions you can perform on a base. You can access base context menu by clicking on the ellipses `...` next to base name on the left sidebar. The base context menu offers a selection of swift actions that can be executed on a base. To access this menu, click on the ellipsis symbol (`...`) located adjacent to the base name within the left sidebar.
![image](/img/v2/base-context-menu.png) ![image](/img/v2/base-context-menu.png)
## Rename base ## Rename base
You can rename a base by following simple steps below: To modify the name of a base, you can easily do so by following these steps:
1. Open `base context menu` by clicking on the ellipses `...` next to base name` on the left sidebar.
2. From the dropdown, select `Rename` option. 1. Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
3. Fill in the new name of the base inline, press `Enter` to save the new name. 2. In the dropdown menu that appears, choose the `Rename` option.
3. Input the new name for the base directly within the field provided and then press the `Enter` key to confirm and save the updated name.
![image](/img/v2/rename-base-1.png) ![image](/img/v2/rename-base-1.png)
![image](/img/v2/rename-base-2.png) ![image](/img/v2/rename-base-2.png)
@ -19,9 +20,9 @@ You can rename a base by following simple steps below:
## Star base ## Star base
You can star a base by following simple steps below: You can star a base by following simple steps below:
1. Open `base context menu` by clicking on the ellipses `...` next to base name` on the left sidebar. 1. Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
2. From the dropdown, select `Add to Starred` option. 2. In the dropdown menu that appears, choose the `Add to Starred` option.
3. Base will be added to `Starred` section on the left sidebar. 3. Subsequently, the designated base will be placed into the "Starred" section, conveniently positioned within the left sidebar.
![image](/img/v2/starred-base-1.png) ![image](/img/v2/starred-base-1.png)
![image](/img/v2/starred-base-2.png) ![image](/img/v2/starred-base-2.png)
@ -31,32 +32,32 @@ Starred base will appear in both `Starred` section and `All Bases` section on th
::: :::
### Remove a base from starred list ### Remove a base from starred list
1. Open `base context menu` by clicking on the ellipses `...` next to base name` on the left sidebar. 1. Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
2. From the dropdown, select `Remove from Starred` option. 2. In the dropdown menu that appears, choose the `Remove from Starred` option.
3. Base will be removed from `Starred` section on the left sidebar. 3. Subsequently, the designated base will be removed from the `Starred` section.
![image](/img/v2/starred-base-remove.png) ![image](/img/v2/starred-base-remove.png)
## Duplicate base ## Duplicate base
You can duplicate a base by following simple steps below:
1. Open `base context menu` by clicking on the ellipses `...` next to base name` on the left sidebar. To duplicate a base, you can follow these straightforward steps:
2. From the dropdown, select `Duplicate` option. 1. Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
3. Optional configurations 2. In the dropdown menu that appears, choose the `Duplicate` option.
a) `Include data` : You can choose to duplicate the base with or without data. 3. Optionally, you can configure the duplication process with the following choices:
b) `Include views` : You can choose to duplicate the base with or without views. a) `Include data`: You have the flexibility to choose whether to duplicate the base with or without its data.
4. Click on `Confirm` button on the confirmation modal. b) `Include views`: You can decide whether to duplicate the base with or without its views.
5. New base will be created with the same schema and data/view as in the original base, based on configurations as specified in step (3). 4. Click the `Confirm` button in the confirmation modal that pops up.
5. A new base will be created, mirroring the original base's schema and data/views based on the configurations specified in step 3.
![image](/img/v2/duplicate-base-1.png) ![image](/img/v2/duplicate-base-1.png)
![image](/img/v2/duplicate-base-2.png) ![image](/img/v2/duplicate-base-2.png)
![image](/img/v2/duplicate-base-3.png) ![image](/img/v2/duplicate-base-3.png)
:::info :::info
- Duplicate base will be created in the same workspace as the original base - A duplicate base will be generated within the same workspace as the original base.
- Duplicate base will carry suffix ` Copy` in its name. - The duplicated base will be suffixed with ` Copy` in its name.
- You will be marked as `base owner` on duplication of the base. - You will be designated as the `base owner` upon the duplication of the base.
- Existing base collaborators are not migrated to the duplicated base. - Existing base collaborators will not be transferred to the duplicated base.
::: :::
## Delete base ## Delete base
@ -73,9 +74,9 @@ Only **base owner** can delete a workspace.
To delete a base: To delete a base:
1. Open `base context menu` by clicking on the ellipses `...` next to base name` on the left sidebar. 1. Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
2. From the dropdown, select `Delete` option. 2. In the dropdown menu that appears, choose the `Delete` option.
3. Click on `Delete base` button on the confirmation dialog box. 3. Select `Delete base` button on the confirmation dialog box.
![image](/img/v2/base-delete.png) ![image](/img/v2/base-delete.png)

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