Using the Content Plan Hierarchy Viewer (RIM)

The Content Plan Hierarchy Viewer displays a hierarchical structure of Content Plan and Content Plan Item records, including matched documents. In the viewer, you can easily filter and search for the records you need. You can also view and work with matched documents from the same grid so you don’t need to navigate to additional pages and lose your current view.

How to Open the Content Plan Hierarchy Viewer

You can open the Content Plan Hierarchy Viewer from a Submission, Content Plan, or Report Level Content Plan record:

1. Open the object record from Business Admin or a custom tab.
2. Click the View Tree Layout button.
3. The Content Plan Hierarchy Viewer opens. To return to the object record view, use the breadcrumb navigation at the top of the page.

Content Plan Hierarchy Viewer Components

This section explains the various components available within the Content Plan Hierarchy Viewer.

Grid Pane

The grid displays the content plan hierarchy, including siblings and child Content Plan and Content Plan Item records and matched documents. When you open the viewer, Vault displays the record and its immediate descendants. If a content plan section has descendant records or a content plan item has matched documents, you can click the caret icons to expand or collapse each section. You’ll see the View as Root icon () instead if a section has more than 2,000 immediate descendants or if expanding the section would cause your current view to exceed 2,000 records.

Vault organizes columns in the grid by object or matched document. When you scroll horizontally, Vault freezes the Name column so you always know which record you’re viewing.

Actions Menus

The Content Plan Hierarchy Viewer has two (2) types of Actions menus:

• The main menu is at the far right, under the Show Inactive button.
• The grid item menu appears when you hover over an object record or matched document.

Record Icons

Icons in each row of the grid tell you the type of record you’re viewing:

Icon	Record Type
or	Content Plan record, collapsed or open in the viewer
	Content Plan Item record; Vault automatically updates this icon based on the record’s completeness
	Matched document; Vault displays the icon corresponding to the document’s file format, e.g., Microsoft Word
or	Inactive Content Plan record, collapsed or open in the viewer
	Inactive Content Plan Item record
	Document matched to inactive Content Plan Item record; Vault displays the icon corresponding to the document’s file format, e.g., Microsoft Word

See details below about working with Inactive records in the Hierarchy Viewer.

Breadcrumbs

When you open the viewer, the breadcrumb trail at the top of the screen reflects the Application and Submission records or Report Level Content Plan record, depending on the content plan type. If you didn’t open the content plan from its root, the breadcrumb trail also includes the root Content Plan record. Clicking a link in the breadcrumb trail navigates you directly to that record.

When you click a record’s name in the grid, Vault shows that record as the root and updates the breadcrumb trail to reflect your selection. Clicking a link to a content plan section or content plan item in the breadcrumb trail refreshes the grid to display that section.

Status Icon

A status icon above the grid indicates any current jobs that are queued or processing in the background. A green checkmark icon () indicates that Vault is not currently running an operation. A yellow clock icon () indicates that Vault is processing an operation. Hover over the icon to see which operation is currently processing, or click the icon to refresh the status.

Actions which trigger the icon to change include:

• Copy into Content Plan when the current Content Plan is the source
• Copy into Content Plan when the current Content Plan is the target
• Split Content Plan Item
• Update Content Plan
• Asynchronous state changes via the Content Plan Hierarchy State Change action

Customizing the Hierarchy Viewer Grid

The Content Plan Hierarchy Viewer offers options for customizing the grid appearance:

Resizing Columns

Resize the width of each column by dragging the edges of the column heading. An orange dotted line appears while you drag. You can’t resize row height manually, as Vault automatically adjusts row height to fit the cell text.

Rearranging Columns

Change the order of columns for each object by clicking and dragging the column header to a new location in that object’s column group. A blue dotted line appears to highlight the new location while you drag. You cannot move the Name column.

Adding or Removing Columns

To add or remove columns, select Edit Columns from the main Actions menu. Vault opens a dialog of fields sorted by object and matched document. From the dialog box, you can move fields between the Available Columns box and the Selected Columns box. In the Selected Columns box, rearrange the column order using the Up and Down arrow buttons. To reset all settings to default, click Restore.

You cannot remove or rearrange the Name column. To improve performance, we recommend adding no more than 16 columns, including the Name column.

Customizing Column Text Appearance

Sometimes text is too long to fit properly inside its column. In the main Actions menu, the Truncate Cell Text and Wrap Cell Text options let you toggle between truncating and wrapping cell text.

Filtering the Hierarchy Viewer Grid

Some columns in the grid include a Filter () icon. When this icon is available, you can apply a filter on that content plan, content plan item, or matched document field. Vault applies your filters to the entire content plan.

Applying Filters

To apply a filter, click the Filter icon, select or enter a filter value, and click Apply. You can only filter on one object at a time. For example, if you’ve applied filters to a content plan item field, you can apply filters to other content plan item fields, but you can’t apply filters on any content plan or matched document fields. You can only filter on one text field at a time, including Name.

Applied filters appear under the Filters section above the grid. You can click the caret icon next to Filters to hide or view your applied filters. All filtered results appear in the grid until you refresh the page, even if you update values so that they no longer meet filter criteria or so that additional items meet filter criteria.

Available Filters

You can filter on any Text, Number, Date, Picklist, Object, Lifecycle State, and Yes/No content plan, content plan item, and standard fields. When filtering on Picklist, Object, or Lifecycle State fields, you can only select values that are associated with records in the content plan.

You can also filter on the Version is Locked, Is Latest Version, Lifecycle State, and Ready for Publishing matched document fields, in addition to Type and Name.

Filtering by Type

When you filter by Type, Vault only displays standard columns and columns for the selected type, and results don’t appear in a hierarchical structure. The Type filter is available for content plans, content plan items, and matched documents.

Filtering by Name

When you filter on the Name column, Vault includes both content plan and content plan items in results. You can’t apply filters to other text fields when you filter by Name.

Filtering by Current User

When you filter a column referencing the User object (Created By, Last Modified By, etc.), Vault includes Current User at the top of the filter list. Selecting Current User filters results based upon the logged-in User applying the filter, allowing for more dynamic filtering, which is especially useful for creating and sharing Saved Views.

About the Filter Icon

The Filter icon appears differently depending on what filters you’ve already applied:

Icon	Status
	Column available to filter
	Filter applied
	Column not available based on applied filters

Removing Filters

To remove filters, you can click the X button to clear individual filters or Clear All Filters at once. If you view another record as root after you apply filters, Vault automatically clears filters when the screen refreshes. You can use the breadcrumb trail or click your browser’s Back button to return to your filtered view. If you open a record’s details page to view or edit it, Vault reapplies your filters when you return to the viewer.

Using Saved Views

Views allow you to save or “bookmark” your current columns, filters, and grid settings and return to this view with a single click. The Using Saved Views in RIM article discusses using views in the Content Plan Hierarchy Viewer, although much of the functionality is similar to custom views in the Library.

In order to use views in the Content Plan Hierarchy Viewer, either the Submission or the Report Level Content Plan field must be populated on the root Content Plan record. Views are specific to submission content plans or report level content plans. For example, if you are working in a submission content plan, you can only select submission content plan views and not report level content plan views.

Working in the Hierarchy Viewer Grid

This section discusses options for working with records in the grid.

Inline Editing

You can inline edit object record fields in the grid. You cannot use inline editing on Matched Document fields in the grid.

Creating Records

Within a content plan section, you can create sibling Content Plan and Content Plan Item records:

1. From a record’s grid item Actions menu, select Create Sibling or Create Child.
2. Choose the object for which you want to create records and the object type, if available. Vault may automatically select an object and type and progress you to the record creation dialog depending on your permissions.
3. In the dialog, fill in the record fields. Vault automatically populates the Content Plan, Application, Primary Application, Submission, Primary Submission, Related Grouped Submission, Report Level Content Plan, certain Submission joins or Report Level Content Plan joins, and certain matching fields based on the record from which you started the action. You can select different values in most of these fields, if desired.
4. Click Save to create the record, or Save + Create to create additional records. Each time you save a record, Vault creates it immediately, and it appears inline in the viewer.

You cannot create child records from Inactive records or sibling records from the root Content Plan record. These actions are not available if any filters except View as Root are applied.

Viewing as Root

When you View As Root, Vault updates the breadcrumb trail and lists your selection under Filters, along with any other filters you’ve already applied. You can use the breadcrumb trail to navigate the content plan tree structure. You can also click the X button next to the View As Root filter or select Clear All Filters to return to the original view.

You can initiate the View As Root action to display a record as the root level in the grid. You can view a record as the root in one of two ways:

• Click the record’s name
• Click the View As Root icon () next to the record’s name; this option is only available when a content plan section has more than 2,000 descendants

Expanding Sections

You can expand a content plan section to see all its descendant content plans and content plan items at once. From a Content Plan record’s grid item Actions menu, select Expand. Vault displays all content plans and content plan items in the section, but not matched documents.

You won’t see this action if the content plan section has no descendants or has the View As Root icon. If the content plan section has more than 2,000 descendants, expanding the section will only load up to 2,000 records. You’ll need to View as Root to see the remaining descendants.

Collapsing Sections

To collapse a content plan section, open the Content Plan record’s grid item Actions menu and click Collapse. Vault automatically collapses any expanded descendant content plan, content plan item, and matched document rows in that section.

Using Bulk Actions

You can use bulk object record actions in the grid to edit and delete records. To perform a bulk action, you must first filter by Type.

After selecting an object in the Type filter, you can initiate the bulk action from the main Actions menu. Vault only applies the bulk action to the filtered results in your current view.

Reordering

In addition to reordering matched documents via drag and drop, you can reposition sibling content plans and child content plan items within a content plan section:

1. Open your content plan in the viewer and remove any applied filters.
2. Open the grid item Actions menu for the record you wish to move.
3. Select an action under Reposition, for example Move to Bottom to reposition as the last item in the list. If you select Set Exact Position, the Set Position of Record Within List dialog opens. Enter a position for your record. The position is a number representing the place in the order of all records in the list. For example, entering 3 places the record third in the list.
4. Click OK. Vault reorders the object records.

Showing & Hiding Inactive Records

When you open the Hierarchy Viewer, Vault automatically hides all inactive Content Plan and Content Plan Item records. You can click Show Inactive, above the main Actions menu, to toggle between showing and hiding inactive records. When inactive records are visible, you can work with them as usual. The next time you open the viewer, Vault automatically filters inactive records in your view based on your last selection.

Opening the Submissions Archive Viewer (RIM Submissions Archive)

When the content plan’s corresponding Submission record has been published or imported, you can click the Open Submissions Archive Viewer icon to open the Viewer tab filtered to the correct Application and Submission.

Opening the Submission Ready Binder (RIM Submissions)

You can click the View Submission Ready Binder icon to open a Submission Ready binder directly from the Hierarchy Viewer. You’ll only see this button for published content plans that reference the Submission Ready binder.

Generating Automated Links (RIM Submissions Publishing)

When Automated Linking is configured, the Create Automated Links action is available for individual records and allows publishers to generate hyperlinks.

Evaluating Links (RIM Submissions Publishing)

When Link Evaluator is configured, the Evaluate Links action is available for individual records and allows users to view all links in a given Submission, as well as identify and retarget broken links within Content Plan Item matched documents.

Copying Into Content Plan Sections

In the Content Plan Hierarchy Viewer, you can drag and drop to copy a content plan section or item from a source content plan to the desired location in the target content plan. Copying a content plan section or item allows you to reuse existing content and prevent duplicate work. When you copy a content plan section, Vault includes the source Content Plan or Content Plan Item records and join records. You can also choose to copy matched documents and preserve version locking. See Copying Into Content Plans for more information.

Working with Matched Documents

This section discusses working with matched documents in the grid.

Matched Document Actions

There are several actions available from a matched document’s Actions menu in the grid:

• Lock Version: Lock the content plan item to a specific document version
• Unlock Version: Unlock a matched document version from the content plan item
• Exclude Document/Remove Document: Unmatch a document from a content plan item

These actions are not available on documents matched to inactive Content Plan Item records.

Match Document Mode

Match Document Mode facilitates the process of manually matching documents within the Content Plan Viewer with a pre-filtered document picker that makes it easy to search for and match documents without having to navigate away from the Content Plan Viewer to match. You can launch Match Document Mode to manually match documents within the Content Plan Viewer from the grid’s Actions menu.

Match Document Mode Content Plan Viewer Tree

In Match Document Mode, the Content Plan Viewer tree is streamlined with functionality and actions that are targeted for managing matched documents.

• The hierarchy of the tree is displayed but only Content Plan Items can be selected.
• The tree hyperlinks are disabled in Match Document Mode to maintain focus on managing matched documents.
• The mini browser is available upon hover when managing matches necessitates accessing records.
• The Content Plan Viewer Actions menu within the tree is abbreviated with actions targeted for managing matched documents, such as locking/unlocking and removing/excluding.
• Filters and views set in the Content Plan Viewer persist in Match Document Mode. This includes Show/Hide Inactive for Content Plans and Content Plan Items. Filters and Views (including Show/Hide Inactive) set in the Content Plan Viewer persist in Match Document Mode, however you cannot adjust them once in Match Document Mode.
• You can use Expand from the All Actions menu to expand the content plan viewer tree to the document level. This expands to the match document level up to a maximum of 2000 documents.
• A Content Plan Item can be selected for manually matching by scrolling and clicking on the Content Plan Item in the tree. When the Content Plan Item is selected, the tree expands to show matched document(s) if a document is matched to the Content Plan Item.

Match Document Mode Document Picker

When you launch Match Document Mode from the Content Plan Viewer, the document picker displays on the right.

The banner at the top of the document picker dynamically displays the name of the Content Plan Item in focus in the Content Plan Viewer Tree. It also displays the following:

• The matched document count and the expected document count (Expected Steady State Count).
• The total number of Content Plan Items in the Content Plan Viewer tree within Match Document Mode and the number of the Content Plan Item in focus in relation to the total number of Content Plan Items in the tree.
• Traversal buttons navigate to the next or previous Content Plan Item in the tree.

The document picker is prefiltered based on the auto-matching criteria.

Match Document Mode Filters

The document picker contains a list of suggested matches from the Vault Library for a Content Plan Item based on the document picker filters, text search, and scope.

• The document picker defaults the filters based on the auto-matching criteria set for each Content Plan Item. You can adjust to narrow or expand the search for documents to match.
• Clear defaulted filters by selecting Clear All Filters, or select Restore Default Filters to remove any filters you have applied.
• New filters can be added by selecting Add Filter.
• Narrow or expand the list of potential matches with a text search on document Fields or Fields and Content. Matches can also be filtered using the scope dropdown to further filter the Vaults’ documents by All Documents, Recent Documents, My Documents, and Favorites.
• Matches can also be filtered using the scope dropdown to further filter the Vaults’ documents by All Documents, Recent Documents, My Documents, and Favorites.
• The Only matched documents checkbox filters out unmatched documents for a Content Plan Item when the list of potential matches (in the document picker) lists both matched and unmatched documents that meet the filter criteria for the Content Plan Item.

Match Document Mode Grid of Potential Matches

The document picker contains a grid of suggested document matches that meet the Content Plan Items’ filter criteria.

• The name column within the grid is static displaying the name of the document, and is a hyperlink that when selected will launch a mini browser to view the document.
• Any one of the grid columns can be sorted in ascending or descending order.
• The columns in the grid can be modified to add, remove, and reorder columns by selecting Edit Columns from the grid actions menu. Columns can also be reordered using the drag and drop method.

Matching and Managing Documents in Match Document Mode

Match Document Mode can be used to manually manage document matches for Content Plan Items within the Content Plan Viewer. To manage a document match, select a Content Plan Item using one of the following methods:

• Manually scroll and select the record using the Content Plan Viewer Tree
• Select one of the traversal buttons in the document picker banner to view the next or previous Content Plan Item in the tree based on the current record selection.

Once the focus within the Content Plan Viewer tree is on the desired Content Plan Item, the document picker displays a list of potential matches in the grid that meet the filter criteria set for the Content Plan Item.

You can manage matches for the Content Plan Item by:

• Matching a document by selecting the checkbox for the document, or unmatching by de-selecting the checkbox.
• Dragging and dropping an individual document from the document picker grid to match it to any Content Plan Item in the tree.
• Removing, excluding, locking, or unlocking document matches using the Content Plan Viewer tree actions menu.
• Matching a document to an inactive Content Plan Item.
• Removing or excluding a document from a locked Content Plan Item. This action both unlocks and unmatches the document from the Content Plan Item in one step.
• Reordering matched documents, for a Content Plan Item in the tree, by dragging and dropping matched document rows.
• Splitting an overmatched Content Plan Item using the All Actions menu in the tree.
• Matching or unmatching documents in bulk using Select All or Deselect All.

Single Document Drag and Drop

You can drag and drop a single document to any Content Plan Item in the Content Plan viewer tree:

1. Hover next to the checkbox of the document.
2. Click + hold to select and grab the document.
3. Drag and drop to any Content Plan Item in the tree.

Dragging & Dropping to Match Documents

You can match documents in the Content Plan Hierarchy Viewer by dragging and dropping documents onto Content Plan Item records in the grid. Vault allows you to upload and match up to 250 documents from your desktop, or you can drag and drop individual documents for matching from several Vault locations.

Drag & Drop from the Desktop

To match documents individually or in bulk from your desktop:

1. Open the viewer in one window and your computer’s file browser in another.
2. Identify the documents you want to match.
3. Select the documents and drag them onto the content plan item in the grid. Vault shows an orange dotted border around the location where files will be dropped.
4. Drop the documents onto the content plan item. In the Upload File dialog, confirm or populate the field values to be applied to all documents in the drop, then click Save.
5. When Vault begins to create and match documents, you’ll see a dialog in the bottom right of the screen that lists the status of all files.
   • Use the arrow icon () to open and close the dialog.
   • From the document list, you can see when a document has been uploaded () and matched (), as well as review errors by hovering over the red error icon.
   • You are free to perform other operations within your Vault, including dropping additional documents onto the target record or any other Content Plan Item while keeping track of the upload and matching progress.
6. Once complete, the arrow icon and dialog header reflects the drop’s overall final status (for example, “3 successful”).

Other Drag & Drop Methods

To match individual existing Vault documents in the Content Plan Hierarchy Viewer from the Library, Cart, a report, or a binder:

1. Open the viewer in one window and a list of documents in another.
2. Identify the document you want to match.
3. Click the document’s link and drag it onto the content plan item or to a specific matched document position in the grid. Vault shows an orange dotted line around the item where the document will be matched.
4. Drop the document onto the content plan item. When the document matches successfully, Vault displays a banner, expands the content plan item in the grid to show the matched document below, and updates content plan item completeness tracking fields in the grid dynamically.

When you drag and drop to match a document, Vault does not lock the matched document version to the content plan item. If you want to lock matched document versions, you can manually lock versions or you can use cascade document version locking.

Matching to Inactive Content Plan Items

Depending on your Admin’s configuration, you can also drag and drop to match documents to inactive content plan items. When you drop a document onto an inactive content plan item, Vault moves the content plan item and its parent records to an active lifecycle state before matching the document.

Vault does not match the document if the content plan item can’t move to an active state. If the content plan item moves to an active state but you can’t match the document, the content plan item and its parent records remain in an active state. If you drop the document onto an incorrect content plan item, you must remove the document and move the record and its parents back to the Inactive state manually.

Starting a Workflow

You can start a document workflow directly from the Content Plan Hierarchy Viewer to send matched documents for review and approval. When you start the workflow, Vault includes up to 100 documents matched to active Content Plan Item records in your current, filtered grid view. See Starting a Workflow in the Content Plan Hierarchy Viewer for more information.

Using the Mini-Browser

You can click the pop-out icon () next to each record or document in the grid pane to view that record in a mini-browser window while maintaining your current view in the grid. When you open another record or document from the Content Plan Hierarchy Viewer, Vault refreshes the current mini-browser window with the new details.

You must enable pop-ups in your browser to open the mini-browser viewer.

Traversing the Mini-Browser

When you have both the Content Plan Hierarchy Viewer and the mini-browser window open, you can use your keyboard to easily navigate and update the object records and documents that are visible in your current grid view:

1. Open a document or object record in the mini-browser window.
2. Click ALT + TAB or manually click back into the Hierarchy Viewer screen.
3. Use the Up and Down arrow keys to traverse the Name column in the Hierarchy Viewer. Vault refreshes the mini-browser window each time you select a new object record or document. If you edit the record or document, Vault prompts you to save your changes before loading the new document or record.

Working with Object Records

From the object record details page in the mini-browser window, you can:

• Edit and save record details
• Access the record’s Actions menu
• Add or update matched documents
• Open matched or published documents

Working with Matched Documents

When viewing a document in the mini-browser window, you can:

• Perform matched document actions
• Navigate document links
• Open object records from an object reference field

From the viewer, you can also select Open Matched Document or Open Published Document from a Content Plan Item record’s Actions menu to open a matched document in the mini-browser window.

Using Keyboard Shortcuts

You can use keyboard shortcuts to help you navigate fields in the viewer.

Exporting from the Hierarchy Viewer

You can export the detailed hierarchy view to Microsoft Excel. When you export the Excel tree, Vault downloads the current grid view and fields in XLSX format. The spreadsheet maintains the object and matched document column headers displayed in the viewer and includes worksheets listing the Application, Submission, and Submission join record information for the content plan.

How to Export the Excel Tree

To export the detailed hierarchy view to Microsoft Excel, open the main Actions menu and select Excel Tree with All Descendants. Vault exports the tree asynchronously and sends you an email and a Vault notification when complete.

About the Excel Tree

Exporting an Excel Tree with All Descendants generates a formatted list, with a line in the spreadsheet for each record and columns for the content plan, content plan item, and matched documents fields in your current grid view. Vault exports the tree for record you are currently viewing as the root, which allows you to export the entire content plan or only individual Modules or sections. Vault does not apply your filters to the export.

Indented records match the hierarchy in the viewer, visually representing parent, child, and sibling relationships between Content Plans, Content Plan Items, and matched documents. Values in the Name column link back to the object record detail page or the document viewer. If you do not have the View permission on a Content Plan Item record included in the Excel Tree, that row will display “Access to this record is restricted” instead of that record’s details.

When you hide inactive records in the viewer, Vault excludes all inactive Content Plan and Content Plan Item records from the Excel Tree with All Descendants export. Vault also excludes any active records that are descendants of an inactive Content Plan section.

Best Practices & Considerations

This section discusses best practices for working in the Content Plan Hierarchy Viewer.

Supported Browsers

We recommend that you use Google Chrome for the best experience when working in the Content Plan Hierarchy Viewer. The viewer also supports the following browsers:

• Microsoft Edge
• Mozilla Firefox
• Apple Safari

Performance is slower on Mozilla Firefox.

Screen Resolution

To optimize your experience in the viewer, we recommend the following:

• Resolution: 1024x768 or 1280x1024; your screen’s resolution should be no lower than 800x600
• Zoom: 100%

Dual Monitors

We recommend using two monitors in the following scenarios:

• When dragging and dropping to copy content plan sections or items
• When dragging and dropping documents to match to content plan items
• When viewing object records or matched documents in the mini-browser window

Viewer Navigation

When your content plan contains a large number of records, scrolling may not be the most efficient way to navigate in the viewer. We recommend first narrowing your results through filters or the View as Root action to limit the records in your current view and improve navigation.

Related Permissions

Permissions for using the Hierarchy Viewer match those for working with submission content planning.

To perform additional actions within the Content Plan Hierarchy Viewer, you also need the following permissions:

Type	Permission Label	Controls
Security Profile	Application: Workflow: Start	Ability to start a document workflow from the Content Plan Hierarchy Viewer. Vault only includes documents on which you have the View Document permission in the workflow envelope.
Security Profile	Objects: Content Plan: Create	Ability to create sibling or child Content Plan records from a Content Plan in the Content Plan Hierarchy Viewer, or copy records from a source content plan.
Security Profile	Objects: Content Plan Item: Create	Ability to create sibling Content Plan Item records in the Content Plan Hierarchy Viewer, or copy records from a source content plan.
Security Profile	Objects: Content Plan: Object Action: Expand: View, Execute	Ability to select the Expand action to see a Content Plan record’s descendants. Users with the Content Plan: All Object Actions: Execute permission have access to this action automatically.
Security Profile	Objects: Content Plan: Object Action: Collapse: View, Execute	Ability to select the Collapse action to hide a Content Plan record’s descendants. Users with the Content Plan: All Object Actions: Execute permission have access to this action automatically.
Security Profile	Objects: Content Plan: Object Action: Create Child: View, Execute	Ability to select the Create Child action to create child Content Plan or Content Plan Item records, as well as the ability to drag and drop to copy child Content Plan or Content Plan Item records from a source content plan. Users with the Content Plan: All Object Actions: Execute permission have access to this action automatically.
Security Profile	Objects: Content Plan: Object Action: Create Sibling: View, Execute	Ability to select the Create Sibling action to create sibling Content Plan records, as well as the ability to drag and drop to copy sibling Content Plan records from a source content plan. Users with the Content Plan: All Object Actions: Execute permission have access to this action automatically.
Security Profile	Objects: Content Plan Item: Object Action: Create Sibling: View, Execute	Ability to select the Create Sibling action to create sibling Content Plan Item records, as well as the ability to drag and drop to copy sibling Content Plan Item records from a source content plan. Users with the Content Plan Item: All Object Actions: Execute permission have access to this action automatically.
Security Profile	Objects: Content Plan: Object Action: Submission Ready Binder: View, Execute	Ability to open a Submission Ready binder. Users with the Content Plan: All Object Actions: Execute permission have access to this action automatically.