Expand the Master Explorer folder, and you see a set of subfolders similar to this:
These subfolders are divided into groups that provide different ways of locating any form in the system.
If the Button pane is displayed, you can also use the buttons to move to different areas within a level.
Expand the All Forms subfolder, and Explorer displays under it all forms available to you, arranged in alphabetical order. If you know the name of the form you want, this is often the fastest way to access it.
For tips on locating forms, see Finding and Opening Forms in the Explorer.
The Modules folder displays forms grouped mostly by application modules. To find a form based on the area of the application where it exists, select the appropriate module subfolder (Customer, Material, Finance, and so on). The Modules folder also includes the Codes subfolder, which contains forms where you set up codes that are used throughout the system, and the System subfolder, which contains forms used for general application administration.
The Roles folder displays forms grouped by user role. To find a form based on who uses it, select the subfolder for the type of user who needs to access the form (Customer Service, Sales, Material Planning, Financial Controller, and so on).
The Modules and Roles folders contain multiple levels of subfolders. For example, Master Explorer > Roles > Sales can contain these subfolders:
The list of forms in the Salesperson and CRM subfolders can be further subdivided by function, for example Files, Queries, Reports, and Utilities. These are the functional subfolder types:
| Folder Type | Description |
Activities |
Forms used for day-to-day activities. These forms typically perform common actions on records, such as copying them, generating line sequences, printing worksheets, and so on. |
Files |
Forms where you can set up codes and parameters used within the module. |
Queries |
Forms to help you find specific records by using filtering techniques. For more information, see About Query Forms. |
Reports |
Forms to set up the parameters for printing specific information from the records. For more information, see Reports Overview. |
Utilities |
Forms used for activities generally performed by administrators or managers. Utilities usually require Site Developer (system administrator) permissions to use. |