---
title: "Access and Use Action Menu Options"
slug: "access-and-use-action-menu-options"
updated: 2026-07-16T18:41:12Z
published: 2026-07-16T18:41:12Z
canonical: "support.beast-code.com/access-and-use-action-menu-options"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.beast-code.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Access and Use Action Menu Options

Access Action Menu options in the 3D Viewer, Details Pane, Search, and Document Viewer plugins to explore modeled components or related documentation in greater detail. Beast Core automatically opens the associated plugin (unless already open) and performs your requested action.

## Where to Access Action Menus

#### In the 3D Viewer

1. Load your desired Component Groups into the 3D Viewer on the 3D Viewer Settings plugin → **Groups** tab.
  - Left click the ![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-JUAA9RZG.png) color palette beside a loaded Component Group to access color options
2. When your 3D Model loads, left click to select a desired component.
3. Right click the highlighted component to display the **Action Menu**.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/3D_Viewer_Gif34(1)(1).gif)

#### In the Details Pane

On the **Connections** ![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-UNSQ8N4Y.png) tab:

- Left click the **Ellipsis** button to the right of a listed connection to open its **Action Menu**

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-EGFPPL66.png)

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-1EAA0MTT.png)

On the **Documents** ![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-R06JO3LS.png) tab:

- Left click a listed document title to open the **Action Menu**

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/Screenshot 2026-06-01 144932.png)

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-IIAINOOZ.png)

#### In the Search Plugin

On an active search results table:

- Left click the **Ellipsis** button in the **Action** (or **Actions** in a Document search) column of a desired component or document’s table row to open the **Action Menu**

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-3LREDBAA.png)

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-45CECD52.png)
- Or left click the ![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-TN1I2SLB.png) button in the lower right corner to access **Action Menu** option(s) you can apply to *multiple* search results
  - Action menu options for *all* listed search results

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-6K09SBTX.png)
  - Action menu options for *selected* search results

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-BTUCPL4M.png)

#### In the Document Viewer

1. Select the **Diagrams** document directory, then select an available diagram to open.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-VPMAISXM.png)
2. Left click any highlighted part name in the diagram to access the **Action Menu**.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-K8KV5HAP.png)

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-ZSZ8BI4C.png)

## Default Action Menu Behavior

1. Select a desired **Action Menu** option.
2. The program conducts your requested **action** for the currently selected item *only*.
3. Select a different component model, search result, or document to open a new **Action Menu**.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/3D_Viewer_Gif32(1)(1)(1).gif)

## Pinned Action Menu Behavior

1. Left click the thumbtack icon beside a desired **Action Menu** option to make it the *default* selection for your current session.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-L3X3LL9Z.png)
  - A selected thumbtack icon changes to solid white

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-0HNNMH9X.png)

> [!NOTE]
> NOTE
> 
> This action preempts the **Action Menu** and automatically forwards hints to a specific action.
> 
> Beast Core will perform the currently pinned **action** for *each* newly selected component model, search result, or document *without* reopening the **Action Menu**.
2. A pop-up notification confirms your pinned menu option:

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-YY0XXW8X.png)
  - This notification closes automatically after a few seconds
    - Left click the **X** to close sooner
3. While an **action** is pinned, a floating toolbar in the lower right corner displays:

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-O5ZTK014.png)
  - The name of the pinned **action** and a thumbtack icon
    - Left click the thumbtack to unpin this action
  - A ![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-2LP7A1ZL.png) button
    - Left click to reopen or close the **Action Menu**
  - An **Ellipsis** ![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-YEXWACHO.png) button
    - Left click the **Ellipsis**, then left click the pop-up **Hide** button to hide the floating toolbar (especially if it obstructs the horizontal scroll bar within an open diagram)
4. If you left click an item that requires a *different* type of **action** than the one currently pinned, a new **Action Menu** opens.
5. To unpin an **Action Menu** option:
  - Left click the thumbtack icon on the floating toolbar in the lower right corner
  - Or select a different Beast Core plugin icon:
    - On the far left side of the screen
    - Or in the left-hand content pane’s drop-down menu
      - A notification in the lower right corner alerts that the pinned **Action Menu** option “has been removed due to navigation”

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-VH1CUVBH.png)
6. When no **action** is pinned, the **Action Menu** reverts to its default behavior of bringing up a new **Action Menu** *each time* you highlight then right click a component, or left click a search result or document title.

## Pin an Action - Use Case

> [!NOTE]
> SCENARIO
> 
> You want to conduct a virtual walkthrough of a certain system via hyperlinks on a diagram.

1. Load your desired system into the 3D Viewer on the 3D Viewer Settings plugin → **Groups** tab.
2. In the left-hand content pane, open the Document Viewer from the drop-down menu in the upper left corner.
3. Left click the ![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/Screenshot 2026-03-11 154026(3).png) swap button at the top of the content pane to move the Document Viewer to the main screen, then resize the document page to your preference.
  - The 3D Viewer is now visible in the content pane
  - To enlarge the content pane:
    - Hover over the right side of the pane until a solid blue vertical line appears
    - Left click and drag the blue line to the right
4. In the document viewer, select the **Diagrams** directory, then select a diagram of the same system you have open in the 3D Viewer.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/Screenshot 2026-07-16 133608.png)
5. Left click on a highlighted component on the *diagram*.
6. On the pop-up **Action Menu**, left click the thumbtack next to the **Zoom to Component** option.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/image-AJM35XJ5.png)
7. A pin notification is visible for a few seconds, and a floating toolbar appears at the bottom of the screen.
8. The camera Zooms to the selected component in 3D Viewer (in the left-hand content pane).
9. Left click another system component on the open diagram in the Document Viewer.
10. Because **Zoom to Component** is the pinned action, the camera automatically zooms to the newly selected component in the 3D Viewer without reopening the **Action Menu**.

![](https://cdn.document360.io/820c65d9-cf4e-4289-9237-5bc834b3bd3e/Images/Documentation/3D_Viewer_Gif35(1).gif)
11. Repeat **Step 9** until the virtual system walkthrough is complete.

A group of components, controls, and other equipment that collectively form a function (e.g., power, cooling)

A three dimensional representation of a real-life object. It could be a room, a component, a tool, etc.

A built-in feature that brings the camera to a close-up view of a selected component or item.