Understanding standard operations on forms

Standard operations are available to users as commands on the [Actions] menu. Options for standard operations appear also on the form's shortcut menu and (in some cases) can be run from the toolbar.

Standard operations execute on either a collection or a subcollection. (The Save and Save Current operations are exceptions. They update changed data in both a collection and in any associated subcollections). The user sets the focus on a collection or a subcollection before executing a standard operation.

You can specify which standard operations are available to the user for each collection or subcollection on a form. Specifying a standard operation displays its associated commands on the [Actions] menu, on the form's shortcut menu, and (if applicable) on the toolbar.

This table lists the standard operations that can be enabled or disabled on a form-by-form basis.

Standard Operation Description
Navigate The user may navigate to the first, next, previous, and last items in the queried collection. Activates these [Actions] menu commands: [First], [Last], [Next], [Previous].
Refresh The user may requery data into the form. Activates these [Actions] menu commands: [Refresh], [Refresh Current].
Filter The user may specify filter criteria for the data queried into the form. This operation includes both the Filter-in-Place functionality and access to a query form if it is defined. Activates these [Actions] > [Filter] menu commands: [By Query], [Begin in Place], [Execute in Place], [Cancel in Place], [Clear in Place], [Apply Saved Filter].
New/Copy The user may create a new item in the collection. Activates these [Actions] menu commands: [New], [Copy].
Save The user may save changes made to items in the collection. Activates these [Actions] menu commands: [Save], [Save Current], [Validate].
Delete The user may delete items in the collection. Activates this [Actions] menu command: [Delete].
Notes The form supports notes functionality. Activates these [Actions] menu commands: [Notes for All], [Notes for Current].
Graph The user may generate an ad hoc graph of the data in the queried collection. Activates this [Actions] menu command: [Graph].
Spreadsheet Disabled Controls whether the user can export the contents of the current collection to Microsoft Excel. Applies only to collections, not to subcollections. Activates this [Actions] menu command: [To Excel].
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