The following tools appear at the top of the form.
General Tools
Add |
Adds a new record. (Opens the form to a blank record.) |
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Save |
Saves changes made to the record. |
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Save and Add new |
Saves the current record and adds a new one using the green Carry Over buttons. Note: This only appears when the Carry Over tool is turned on. |
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Save and Close |
Saves changes made to the record and closes the form. |
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Undo |
Undoes the last edit. |
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Redo |
Redoes the last edit that was undone. |
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Generates a Work Order for the current record. Users may be required to select a Default WO Category if more than one applicable category exists. |
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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. |
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Enables users to view and/or change a field's properties. The button appears only if the user has the Field Properties permission for the module. |
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Carry Over |
Displays the Carry Over buttons, which appear to the left of the related fields. Carry over buttons allow users to flag fields to be carried over to a new record. When a carry over button is enabled and a new record is created the value in that field will be copied over to the new record. Unmarked | Marked Drop down options The drop down next to the carry over button provides the option to:
Button Appearance
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Display Field Properties |
Enables buttons next to the fields. When clicked the button display a pop-up with the field's properties. |
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Forward / Backward Navigation |
Moves to the previous or next record, based on the order in which the records appeared in the grid the form was launched from. Note: Does NOT save changes before returning/advancing. |
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First and Last record |
Moves to the first or last record in the record set. Note: Does NOT save changes before returning/advancing. |
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Favorite |
Marks the form as a Favorite. This only appears that are accessed directly from the Menu. |
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Error |
Appears when something on the form is in error and the record cannot be saved. Click on this button to see the error. |
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Refresh |
Reloads the record to apply any changes others might have made. |
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Menu |
The menu displays a list of the following tools
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* Displayed if enabled on grid and enabled on the Form Properties
Module Specific Form Buttons
Upstream/Downstream |
Appears in modules in which upstream/downstream flow is a factor (like storm pipes). Enables users to navigate through the filtered set of Pipe Inventory records, viewing only the records that are directly upstream or downstream from the current pipe record. If pipes branch off in multiple directions, a pop-up appears to prompt the user to choose a branch in the pipe network to follow. |
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