Toolbar

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

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

Note: The buttons listed here may not appear in every module. A button's availability may also be affected by whether the user has permission to perform that function.

General Tools

These tools appear in the upper right corner of the view.

	Save Grid Preferences	Saves customizations to column size and the order the columns appear in. Click the drop down arrow to Reset Grid Preferences.
	Search	Opens a search box that allows you to search the grid. This automatically searches the current filter set looking for matches to what you typed in through all columns in the grid.
	Refresh Grid	Re-queries the database and refreshes the data on the page.
	Share with Others	Enables the user to send a link to the current View to other Lucity users, allowing them to see the same dataset. More information on sharing Views
	Information	Provides information about the Grid, View, and Module you are currently looking at.
	Mark as Favorite	Lets users mark a specific view (and its current filter) as a favorite. When a view is marked as a favorite, the star turns yellow. To access Favorites, click the + button next to the application tabs.

Record Tools

These tools appear to the upper left hand corner of the view


Icon	Name	Function	Setup
	Add	Adds a new record to the current module by launching a new Form window.
	Edit in Grid	Enables the edits within the grid. While editing in the grid the standard toolbar is disabled and you cannot expand records. Shortcut: CTRL + E
	Reports	Provides access to the reports available for the current module. The drop-down arrow next to this tool displays a list of Quick Reports—a user-defined list of frequently used reports.
	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.
	Filter	Allows users to narrow the list of records based on criteria they define.
	Create Work Order	Generates Work Orders for the selected records or the chosen 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 chosen filterset.
	Toolkit	Provides a range of 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 the address.
	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.
	Export CSV	Exports the data in the current grid (not child grids) into a .csv file and sends it to the user via email.
	External Document Link	Displays a list of documents that are linked to Lucity from an external document system (e.g., Falcon).
	Relationships	Displays a list of modules with records related to the selected record in the grid.
	Open in another View	Opens the selected record(s) in a different 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.
	Reorder The Reorder tool allows you to change and save the order of records in a grid. This only appears in grids like Checklists where the order is important. How to Reorder Records Click the tool. The reorder pop-up will appear. Select an you would like to move in the order and use the Move Up or Move Down button. When the list is in the order that you want click the OK button.	Displays a grid that enables users to change the order that records appear in the grid. This only appears in grids where the order of the records is important to how the module works and the order is controlled by a specific attribute field.
	Delete	Erases all selected records.

Module-Specific Tools

These tools have special functionality for specific modules and only appear relevant grids.


Icon	Name	Function	Available In
	Inspection Graph	Displays observations generated during a sewer or storm pipe inspection. This button is available only in the listed inspection modules and in relevant grids.	Sewer Pipe TV Inspection PACP Inspection Storm Conduit Inspections PACP Inspections
	Tire Tools	Provides tools that enable users to manage the tires on a vehicle. This button is available only in the Fleet Inventory	Fleet Inventory