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Using the Toolbar Buttons

The Web toolbar contains buttons that access or perform a variety of standard program functions. Many of these functions are similar to those found in your desktop application. Place your mouse over each icon to see the name/function of that particular toolbar button. The following list contains a brief description of each toolbar button. Click on the links provided for additional information.

Icon

Name

Function

Web_new

Add

Allows you to add a new record. Launches a new window with the Detail Form corresponding to the highlighted record type on the web page.

quick reports

Quick Reports

This tool opens the reports that are available for a record. There is a small circle below this tool when it is turned on.

Web_edit

open

Allows you to open and edit the selected record. A Form will open up for you to edit the information. This tool is located next to each record in the grid.

Web_Filter

Filter

Allows you to narrow your search for a specific record or set of records.

Web_Map

Show in Map

This tool can open either a web map or your ArcMap project. It will then zoom in and selects all assets, X/Y coordinates, and/or addresses found in the selected Work Order, Request, or child dialog.

Web_WO

Create Work Order

Allows you to generate a work order for the highlighted Request or inventory record. You may be required to select a Default WO Category if more than one applicable category exists.

Note: When you create a new work order the system will open the corresponding default work order form in a new tab if one exists. If a default form does not exist, the work order will still be created in the database but will not appear on screen. Instead, a notation will appear above the grid indicating that the operation succeeded.

Web_Req

Create Request

Allows you to generate a work request for the highlighted inventory record.

Note: When you create a new request the system will open the corresponding default request form in a new tab if one exists. If a default form does not exist, the request will still be created in the database but will not appear on screen. Instead, a notation will appear above the grid indicating that the operation succeeded.

Web_toolbox

Toolkit

The toolkit has a function for the WO as the Asset. Toolkit functions vary by form.

Web_delete

Delete

Deletes all selected rows.

Web_desktop

Launch Desktop

This tool will open the selected record(s) in the desktop.

Web_Refresh

Refresh Grid

This tool re-queries the database and refreshes the data on the page.

Web_Fav

Mark as Favorite

This allows you to mark a specific view as a favorite. To access your favorites click on the favorites tab on the toolbar.

Note: The buttons that appear on screen are based on each user's security permissions. In other words, if you don't have rights to Add or Delete Work Orders, those buttons will not appear. Permissions are based on your login ID. Consult your system administrator for additional information.

In This Section

Add

Column Filters

Sort

Reports

Filter

Show in Map

Delete

Toolkit

Share with others

Attach/Detach

See Also

Lucity Web

Login

Understanding the Dashboard and Lucity Web

Frames and Plugins

Using Custom Views, Forms and Grids

Using the Grids

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