Toolkit

Some views and forms contain Toolkits. These toolkits are used to perform functions specific to the module, such as populating completion dates, recalculating all costs, or sending notifications.

How To Use a Toolkit

1. Before running a Toolkit, determine whether it will run against:
   • every record in the module,
   • the current filterset, or
   • selected records.
2. Perform any actions necessary to run the toolkit (e.g., select the records to run the toolkit against or set up a filter of records to run the toolkit against).
3. Click the Toolkit button and select a function from the list.
   • Modules with many toolkit functions list the tools in groups. Click a group heading to display the embedded tools.

   

4. What happens next depends on the toolkit function:
   • Some functions runs automatically, without any other input from the user.
   • Some functions require the user to enter data in a pop-up, or to select something before the function runs.

   Enter any required data and the click OK.

5. A message appears to indicate that the function is complete.