Main Toolbar

Open a form

Opens the Select Form dialog box, which you can use to locate and select the form you want to open.

For more information, see Finding and Opening Forms Using the Select Form Dialog Box.

For an alternate way of opening forms, see Finding and Opening Forms Using the Explorer.

Form > Open

Ctrl + O

Save

Saves the form and any changes you have made to the form, but does not close the form.

Form > Definition > Save
OR
Actions > Save

Ctrl + S

Save modified data and close form (OK)

Saves any changes made and then closes the form. If any records were marked for deletion, permanently deletes those records.

Form > Close and Save Changes

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Close form, canceling unsaved changes

Closes the form without saving changes. Any records that have been modified revert to their original values. Any records marked for deletion are not deleted and are no longer marked for deletion.

Form > Close and Cancel Changes

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Create a new object in the current collection

Creates a new, blank record below the currently selected record.

For more information, see Adding Records.

Actions > New

Ctrl + N

Delete an object in the current collection

Marks the selected record for deletion.

Note that the record is not actually deleted and removed from the database until you save the form or save the current record.

Actions > Delete

Ctrl + D

Refresh the current collection

Requeries and displays the selected collection using the current filtering criteria.

This option reverses any changes made to records in the collection and restores fields to their original values. Any records marked for deletion are unmarked and revert to their original values.

To avoid refreshing the wrong collection or subcollection when multiple collections are displayed, make sure the cursor focus is on the collection or subcollection you want to refresh before selecting this option.

Actions > Refresh

F5

Discard changes for the current object, and reload original values

Reverts the selected record to its original value.

To avoid refreshing the wrong record, make sure the cursor focus is on the record you want to refresh before selecting this option.

Actions > Refresh Current

Ctrl + F5

Filter In Place

When on, opens the current form with Filter-in-Place, which allows you to filter for specific forms. This option clears them, so you can define a new search.

For more information, see Finding Records with Filter-in-Place.

After you use Filter-in-Place to identify the records you want to locate, use this option to start the search. The system displays the records that match the specified criteria as the current collection.

For more information, see Finding Records with Filter-in-Place.

Actions > Filter > Begin in Place  
OR  
Actions > Filter > Execute in Place

F4

View event status

When enabled, opens the Event Status form, which allows you to check the current status of events that are running, among other things.  

Action > View Event Status

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Go to the first object in the current collection

Moves the focus to the first record in the current collection.

Actions > First

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Go to the previous object in the current collection

Moves the focus to the previous record in the collection.

Actions > Previous

F7

Go to the next object in the current collection

Moves the focus to the next record in the collection.

Actions > Next

F8

Go to the last object in the current collection

Moves the focus to the last record currently displayed in the collection.

Actions > Last

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Get more rows in the current collection

Retrieves the next set of records in the collection.

The size of the set is determined by the data record cap settings. For example, if the record cap is set to 200, then a query returns only the first 200 records in the collection. Clicking this icon retrieves the next 200 records, and so on.

Actions > Get More Rows

Ctrl + M

Perform find for the current field's value

Allows you to perform a search for a specified value in a particular field and, optionally, return that value to the original field.

For more information, see Finding a Specific Value in a Drop-Down List.

Edit > Find Value for Current Field

Ctrl + F

Perform add for the current field's value

Allows you to create a new value for a particular field and, optionally, return that value to the original field.

For more information, see Adding a New Field Value.

Edit > Add Value for Current Field

Ctrl + A

Perform details for the current field's value

Allows you to view details about the value in a particular field.

For more information, see Finding Details about a Value in a Drop-down List.

Edit > Details for Current Field

Ctrl + L

Display notes for the current object

Opens the Object Notes form, which allows you to view, create, attach, and detach notes for the current record.

For more information, see Working with Notes.

Actions > Notes for Current

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Display documents for the current object

Opens the Attached Documents form, which allows you to view, attach, and remove file attachments for the current record.

For more information, see Working with File Attachments.

Actions > Documents for Current

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Export the data in the current collection to Excel

Opens a Microsoft Excel worksheet (or other application set to open .csv files) containing selected data exported from the current collection.

For more information, see Saving a Collection to Microsoft Excel.

Actions > To Excel

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Send the data in the current collection to a DataView

Opens the DataView Form Results form, with the data from the current collection displayed.

For more information, see About DataViews.

Actions > To Form DataView

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Run DataSearch

Opens the DataSearch form, which allows you to search for specific data within all records in the current collection.

For more information, see Searching the System with DataSearch.

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Revert runtime changes...

Closes the current form, reverts any run-time changes made to that form, and reopens the form.

Edit > Revert runtime changes

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Enter or exit Design Mode on this form

Toggles back and forth between Design Mode and Runtime Mode. You must be in Design Mode to customize and develop forms.

Edit > Design Mode

Ctrl + E

Regenerate form: Save form definition, close form, and re-open it

Active only in Design mode.

Saves the form definition, including any changes made, closes the form, and then automatically reopens the form so that the changes are reflected and displayed.

Edit > Regenerate Form

Ctrl + G

Go to Activities Folder

Opens and highlights the Explorer folder that contains activity forms related to the currently selected form.

Go to Utilities Folder

Opens and highlights the Explorer folder that contains utility forms related to the currently selected form.

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Go to Maintenance Folder

Opens and highlights the Explorer folder that contains maintenance forms related to the currently selected form.

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Go to Files Folder

Opens and highlights the Explorer folder that contains other (files) forms related to the currently selected form.

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Go to Reports Folder

Opens and highlights the Explorer folder that contains report forms related to the currently selected form.

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Go to Queries Folder

Opens and highlights the Explorer folder that contains query forms related to the currently selected form.

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Translate

Opens the domestic currency form associated with the form from which this button was clicked. Converts the currency amount in the selected field from the customer's currency to your company's domestic currency.

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Get help on the current form

Opens the online help to the topic for the currently active form

Help > Current Form

F1
(with the focus not in a field or other component)