The File Menu on the Recipe view of experiments provides centralized access to all actions, tools, and settings available when working with recipe data. This menu organizes functionality into menus, making it easier to find and use the features you need.
File Menu Structure
The File Menu, from left to right, contains these tabs:
File
- Measurements — Quick navigates to the Measurements view of experiments in view
- Compare — Quick navigate to the Compare page, scoped to experiments in view
- Visualize — Quick navigate to the Explore Data page, scoped to experiments in view
- Build Table — Opens a modal to create a table using the Table Builder and add to a notebook or sidepanel
- ✨ Import Experiments — Populate your recipe’s inputs/outputs with data from a PDF file using an AI document parser
- Archive Experiment — Archives the experiment or all experiments in view. Archived experiments are moved out of active view but can be unarchived later. Learn more.
- Copy Experiment
- Copy Active Experiment — Duplicates the currently active experiment
- Copy All Experiments — Copies all experiments currently in view
- Lock Experiment — Locks the experiment to prevent edits. Various lock types available including input-only locks and lock with signature.
- Use in New Experiment
- Active Experiment — Uses the active experiment as an intermediate in a new experiment
- All Experiments — Uses all experiments in view as intermediates in a new experiment
- Share
- Share Active — Share the currently active experiment with other users, with options for Read or Write access
- Share All — Share all experiments in view with other users
- Export — Export experiment data using a selected runsheet
Edit
- Undo — Undo the last action
- Redo — Redo the last undone action
- Import into Experiment — Import data a select project, with optional scaling
- Copy Selected Cells — Copy selected cells to clipboard
- Paste
- Paste Special: Excel — Paste data in Excel-compatible format
- Paste Special: Transpose — Paste data with rows and columns swapped
- Paste Special: Fill Selection — Fill selected cells with pasted data
- Paste Special: Include Notes/Annotation — Paste including any notes or annotations
- Recipe Input Matrix — Allows you to generate multiple new experiments by adding an ingredient/parameter to the active experiment.
Example:
When you click this button, the Input Value Matrix modal opens where you can:
- Select inputs (ingredients/parameters) to add
- Assign values to those inputs
- Create new recipes that copy all recipes currently in view while incorporating the new inputs
For example, if you have 2 recipes in view and add a new input through this modal, you’ll create two new recipes that are identical to the originals except for the newly added inputs.
The Keep Current Recipes in View checkbox at the bottom lets you display the new recipes alongside your current recipes, rather than replacing them.
- Clean Mix Order — removes empty or invalid entries from experiment mix order configurations
- Remove Mix Order (All Steps) — Removes mix order numbering from all steps
- Clear Step Fields
- Clear Step Fields — Clear step field values
- Clear Step Fields (Empty Steps Only) — Clear only empty step fields
- Clear Step Fields All Recipes — Clear step fields across all recipes in view
- Clear Step Fields All Recipes (Empty Steps Only) — Clear empty step fields across all recipes
- Scale Recipe — Scale the recipe quantities proportionally
- Refresh
- Refresh Basis Interferences — Refresh basis-related calculations
- Refresh All Recipe Names — Update all recipe names based on naming scheme
- Autosave Ingredient Attribute — Automatically save ingredient attribute values
Actions
- Request — Create a new lab request by selecting from available request definitions
- Add to Experiment Group — Add experiments to an existing or new experiment group
- Add to Current File Folder — Adds the experiment to the current file folder, when the File/Folder pane is open
- Add to Other Project — Move or copy experiments to another project
- Add to Inventory — Add the experiments as inventory
- Create Product — Create a new product from experiments
- Create Project From Experiments — Create a new project using selected experiments
- Change Experiment Workflow — Change the workflow associated with the experiment
- Decrement Inventory (Legacy) — Legacy method for decrementing inventory quantities
- Publish to Analytical Method — Publish experiment data to an analytical method definition
- Set Basis
- Active Recipe — Set basis units for the active recipe
- All Recipes — Set basis units for all recipes in view
- Convert to Lot — Convert the experiment to a lot
- Actions — Select from available custom entity actions configured for the schema
- Actions (All Experiments) — Apply custom entity actions to all experiments in view
- Labels — Select from available labels for printing or identification
- Decrement Inventory — Decrement inventory quantities based on recipe usage
- Decrement All Valid Inventory — Decrement inventory for all valid items
- Scale Recipe to 100 — Scale the recipe to a total of 100 units (typically 100%)
Calculations
- Column Calculations — Display column calculations (Mass, Volume, Moles, etc.) on the data grid
- Group Calculations by Tags — Organize calculations by their assigned tags
- Mass Column (g) — Display mass calculations in grams
- Volume Column (mL) — Display volume calculations in milliliters
- Moles Column (mol) — Display mole calculations
- Calculations Sidepanel — Open the calculations side panel for detailed view
- Dependent and Filterable/Plottable Calculations — Opens a sidepanel that helps you validate calculations used in plotting/filtering by showing the current computed value vs. the cached (database) value, so you can spot and diagnose desyncs.
- Solver/Locks — Access the Solver/Locks sidepanel for constraint-based recipe optimization
- Refresh Calculations — Recalculate all calculation values
- Refresh All Calculation Links — Update all calculation linkages
- Reconcile Calculation Quantities — Reconcile discrepancies in calculation quantities
- Solve Mode — Enable Solve mode for constraint-based optimization
- Solve
Samples
- View Parent Experiments — View the parent experiments associated with test samples
- View Test Samples — View test samples created from the current experiment
- View All Test Samples — View all test samples across experiments
View
- View Preferences — Save and load different column configurations on the Recipe page
- Sections — Show or hide sections (Experiment information, Mix Instructions, Process Parameters, Equipment, etc.)
- Columns — Show or hide columns on the recipe page
- Experiments in View
- Experiments Viewed — View which experiments are currently displayed
- Hide Experiment From View — Hide experiment from current view
- Next Experiment — Navigate to next experiment
- Previous Experiment — Navigate to previous experiment
- Experiment Lot Association — View lot associations for experiments
- Ingredient Composition — View detailed ingredient composition breakdown
- Sort and Organize
- Clear Blank Ingredients/Parameters — Remove blank rows from the recipe
- Sorting and Organizing Options — Access recipe page sorting and organizing settings
- Reorder Steps — Manually reorder workflow steps
- Solve Mode — Toggle solve mode on/off
- Categories — Hide or display ingredient category names
- Use Actuals in Compounding — Use actual measured values instead of target values
- Related Recipes Sidepanel — Opens a sidepanel that allows you to quickly view and navigate the other recipes tied to what you are working on (e.g. a parent experiment and its test samples), and helps you compare across them without hunting for links.
- Controls
- Status Bar — Show or hide the status bar at the bottom of the recipe page
- Constraints
- Constraints Highlighting — Highlight cells to indicate whether values fall within or outside specified constraint ranges
- Highlight failing constraints only — Only highlight cells failing constraint checks
- Set Baseline Experiment — Select an experiment as baseline for comparisons
- Cell Emphasis — A display toggle that bolds cell values that are “uncommon” across the experiments in view, helping you quickly spot differences. Only triggers under threshold-based logic (e.g. a value that appears in 25% or fewer of the columns in view).
- Disable Recipe Name Wrapping — Prevent recipe names from wrapping to multiple lines
- Instructions — Show or hide instruction rows
- Merge Identical Instructions — Visual setting that combine duplicate instruction rows into a continuous row spanning across all cells
- Span Cells Across Unused Columns — Visual setting that allow cells to span across empty columns
- Experiment Total
- Show Recipe Total on Top — Display recipe totals at the top
- Show Experiment Total — Display experiment-level totals at the bottom
- Pin Row Header — Keep row headers visible when scrolling
- Show Autofill as Total — Display autofill rows as totals
- Autofill cell display
- Behavior when Not Selected — Configure autofill cell behavior (Autofill or Show Total)
- Show Text — Configure text to display, defaults to “Autofill”
- Refresh to Company Default — Reset to company default settings
- Assigned Specs
- Always Show — Always display assigned specs
- Automatic — Automatically show specs when relevant
- Never Show — Never display assigned specs
Tools
- Recipe Workflow Sidepanel — Open the recipe workflow sidepanel for workflow management
- Notebook Sidepanel — Open the Notebook Sidepanel, within which you can create or view notebook alongside your experiment to capture notes, reference procedures, and guide work without leaving the Recipe view
- Experiment Details — View detailed experiment information and metadata
- Ingredient Sidepanel — Open sidepanel with detailed ingredient information
- Recipe Tasks Sidepanel — View and manage tasks associated with the recipe
- Create Test Samples — Create test samples from the current experiment
- Audit Log Sidepanel — View audit log in sidepanel format
- Audit Log
- Audit Log — View full audit log page
- Audit Log Sidepanel — View audit log in sidepanel
- Chain of Custody — View chain of custody tracking information
- Voice Entry Sidepanel — Open voice entry interface for hands-free data entry
- Recipe Data Sidepanel — Opens a mobile-optimized sidepanel for viewing recipe information and navigating between experiments, workflow steps, and ingredients. Supports barcode scanning, voice entry, and editing recipe columns including expected values, actuals, lots, inventory items, and calculations.
- Unit Conversions
- Metric → Imperial — Convert units from metric to imperial
- Imperial → Metric — Convert units from imperial to metric
- [Conversion Groups] — Access specific conversion group options
- Unit Conversion Settings — Configure unit conversion preferences
- Rounding and Formatting Settings — Configure rounding and formatting for conversions
- Configure Actions — Configure which actions appear in the Actions toolbar
- Go to Recipe Comparison — Navigate to the recipe comparison view, a graph interface for comparing measurements and inputs between selected experiments (separate from the Compare page)
- ✨ Import Experiment — Populate your recipe’s inputs/outputs with data from a PDF file using an AI document parser
Search Actions
A search bar is also available to quickly find and execute actions across all menu tabs.
