Actions menu

The Actions menu provides options that deal mostly with records and collections of records. It includes entries for locating records, navigating through collections, and other features related to records.

This menu is available only if you have at least one form open. The options available depend, at least to some extent on the form that is open or the type of form that is open.

One of the options is Filter, which has its own submenu, again, depending on what kind of form is open.

Menu option Action Web client keyboard shortcut Windows client keyboard shortcut
Refresh Redisplays 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.

F5 F5
Refresh Current Redisplays the selected record and restores the field 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.

Ctrl+F5 Ctrl+F5
Filter Filters a collection of records using the submenu options.

See the Filter submenu table for a description of the options.

See the Filter submenu table See the Filter submenu table
Next Moves the focus to the next record in the current collection. F8 F8
Previous Moves the focus to the previous record in the current collection. F7 F7
First Moves the focus to the first record in the current collection. n/a n/a
Last Moves the focus to the last record in the current collection. n/a n/a
Get More Rows Retrieves the next set, or "bunch," of records in the collection.

The size of the bunch is determined by the data record cap settings.

n/a Ctrl+M
New Creates a new, blank record below the currently selected record.

See Adding Records.

Ctrl+I Ctrl+N
Copy Makes a copy of the current record and inserts it immediately below that record. Marks it as a new record. n/a n/a
Save Saves any changes to the current collection without closing the form. Any records marked for deletion are permanently deleted and removed from the collection. Ctrl+S Ctrl+S
Save Current Saves only changes made to the currently selected record. If the record is marked for deletion, deletes the record permanently and removes it from the collection. n/a n/a
Delete 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.

Ctrl+D Ctrl+D
Validate Checks all fields in the currently selected record to make sure they contain valid values.

If invalid values are found, the system presents a message that tells you which field contains an error and displays an error indicator in the row label.

Once all values are found to be valid, the error indicator no longer displays in the row label.

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Notes for All Launches the Class Notes form, from which you can view, attach, or detach notes that pertain to the entire collection of records.

See Working with Notes.

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

See Working with File Attachments.

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Email for Current Launches the Send Email for the current object form, which you can use to compose and send an email regarding the selected form. n/a n/a
Notes for Current Launches the Object Notes form, which allows you to view, create, attach, and detach notes for the current record.

If a selected record has one or more notes attached to it, this menu item displays a check mark.

See Working with Notes.

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Graph Opens the first page of the Graph Collection wizard, which you can use to generate a graph based on data from the current collection.

See Creating and Formatting Graphs from a Collection.

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To Excel Opens a Microsoft Excel worksheet (or other application used by default to open .csv files) containing data exported from the current collection.

See Saving a Collection to Microsoft Excel.

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To Form DataView Sends the current data collection to a DataView, displayed on the DataView Form Results form.

See the help about DataViews.

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View Event Status Opens the Event Status form for collections that have the InWorkflow property set to "1".

The InWorkflow property gets set when an event handler executes against an update or deletion of an object with the Suspend option enabled.

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Get Options (Available only with some report, activity, and utility forms) Opens the Get Options dialog box, which allows you to apply a set of stored criteria for record retrieval to the form.

For example, suppose you have a particular report that you run on a daily basis, using the same criteria for record retrieval. Rather than have to set up the same criteria every time you want to run the report, you can set it up once, and then, before running it, store the options, as described in the Store Options menu option.

Then, use this option to apply the same set of search criteria to the form the next time you want to run the report.

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Store Options (Available only with some report, activity, and utility forms) Opens the Store Options dialog box, which allows you to save a set of search or retrieval criteria.

For example, suppose you have a particular report that you run on a daily basis, using the same criteria for record retrieval. Rather than have to set up the same criteria every time you want to run the report, you can set it up once, and then, before running it, select this option.

Then, to apply it, use the Get Options option.

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Background (Available only with some report, activity, and utility forms) Opens the Background Queue dialog box, which you can use to schedule the report, activity, or utility to run automatically.

For example, suppose you have a particular report that you run on a daily basis, using the same criteria for record retrieval. Rather than have to run the report manually every day, you can use this option to schedule the report to run automatically at the time you designate.

For more information, see the help about background queues.

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Where Used (Available only with certain grid forms) Opens a linked Where Used form that shows where a particular value from the grid form is used elsewhere in the system. n/a n/a
View Amounts (Available only on some utilities) Generates a report preview that shows the total value of the selected invoices. n/a n/a
View Workflows Opens the My Workflows form, which you can use to create and edit saved workflows.

See Creating Workflows with the Wizard.

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New Workflow Open the New Workflow Wizard, which you can use to create simple notification workflows.

See Creating Workflows with the Wizard.

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Copy Groups From User Launches the Copy Groups From User form, in which you can apply the group authorizations of a selected user to another newly created or modified user account. If multiple groups are listed, you can select only the groups that you want to add for the other user.

This form can only be accessed from the Users form.

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