Toolbar

The Web toolbar contains buttons used to access or perform a variety of standard program functions. Hover the cursor over each icon to see the name/function of that particular toolbar button.

The table below provides a brief description of each button. Click on the related links for additional information.

Note: The buttons listed here might not appear in every module. As well they will only appear if the current user has security permission to perform that function.


Icon	Name	Function	Setup
	Add	Adds a new record to the current module by launching a new Form window.
	Reports (Reports, http://http://help.lucity.com/webhelp/v155/web/index.htm#26198.htm)	Opens the reports that are available for the current module.
	Filter	Allows users to narrow the list of records they are viewing based on criteria they define.
	Show in Map	Launches the Lucity Web Map (or a third-party product), then, zooms in and selects all assets, X/Y coordinates, and/or addresses found in the selected record.
	Create Work Order	Generates Work Orders for the selected records or the filterset. Users may be required to select a Default WO Category if more than one applicable category exists.
	Create Request	Generates a Work Request for the selected Inventory record. Note: When users create a new Request, the system opens a Request view, if one exists. If a default view does not exist, the system still creates the Request in the database; however, it does not appear on screen. Instead, a notation appears above the grid indicating that the operation succeeded.
	Create PM/Template	Produces a new PM/Template for the selected records or the filterset.
	Toolkit	Provides varying functions, depending on the module. Such functions could include anything from sending notifications to recalculating fields.
	Property Viewer	Shows relationships between the selected record and records in other modules based on their address.
	Delete	Erases all selected records.
	External Document Link	Displays a list of documents that are linked to Lucity from an external document system (ex Falcon).
	Launch Desktop	Opens the selected record(s) in the Lucity Desktop program.
	Open in another View	Opens the selected record(s) in a Web view. This function is normally available in child tables for work order assets or for assets from other modules that are associated with the selected asset.
	Subsets	Enables users to create, save and load Subsets, which are specific groups of records.
	Documents	Lets users attach documents to a record or view attached documents. The button appears orange if the selected record has an attached document; it appears white if no documents are attached.
	Refresh Grid	Re-queries the database and refreshes the data on the page.
	Export Current View	Exports the data in the current grid (not child grids) into a .csv file and sends it to the user via email.

Module Specific Tools

Editable grid

Jumps to a screen that shows the Work Order Task and and a separate grid for each Resource type. Instead of editing each Resource individually, users can edit all of the Resources in the grid.

This button is available only in the Work Orders grid and in the Work Orders > Task grid.

In This Section

Add/Delete Records

Attach/Detach Children records