Toolkit

Some detail forms will contain Toolkits. These Toolkits provide you with specialty functions designed specifically for that type of form. For a list of the tools available, click on this link.

1. To access the Toolkit, highlight one or multiple records in the grid and click the Toolkit icon . The Toolkit dialog will appear.

   

2. From this dialog, you can use the drop-down lists to select which tool you'd like to execute. Editable fields will then be displayed based on the selected tool.
   • The example below comes from the Work Order Tasks Detail Form. Here, we've selected the tool to Populate Dates and Units. Users can then enter Start and End Dates and Times and well as Task Units.

     

3. Click OK when complete. The data entered will be added to all highlighted records.

   Note: The example above demonstrates only one type of Toolkit. Remember, Toolkits and their options vary by form; at this time, the Toolkits are not customizable.