Toolkit

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

Note:  Most field captions on a Toolkit will default to the field's global caption when the global caption is changed.

  1. Before running a Toolkit, determine whether it will run against:
    • every record in the module,
    • the current filterset, or
    • selected record(s).
  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. Select the Toolkit Red toolbox toolkit icon .
  4. Select a function from the Toolkit list.

    • Modules with many toolkit functions list the tools in groups. Select a group heading to display the embedded tools:

  5. 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.
  6. Enter any data and make any selections that are required or as desired.
  7. Select Run or OK. A message appears to indicate that the toolkit function is complete.