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Home
About this guide
Basics
Navigation in the System
Using the Explorer
Opening the Explorer
Structure of the Explorer
Master Explorer Folders
Public Folders
User Folders
My Folders
Customizing 'My Folders'
Adding Folders
Adding Forms to Folders
Copying Folders or Forms
Renaming Folders or Forms
Deleting Folders or Forms
Setting Up Forms to Load Automatically
About pinning Explorer folders
Pinning Explorer folders
Setting a default pinned Explorer folder
Context (Right-Click) Menus
Setting User Preferences
Setting user preferences in the Windows client
Setting User Preferences in a web client
Getting Help
About the Help
Using the Help
Printing Help Topics
Support Site
Other Documentation
About Forms, Fields, Records, and Collections
Working with Forms
Form Types
About MultiView forms
Query Forms
Primary Criteria in Query Forms
Additional Criteria in Query Forms
Operators on Query Forms
Buttons on Query Forms
Sample Queries
Grid Only Forms and Grids
About Detail Only forms
System Report Forms
Mobile Forms
Utilities and Activities Forms
About Flex forms
Finding and Opening Forms
Finding and Opening Forms Using the Explorer
Finding and Opening Forms Using the Select Form Dialog Box
Opening Utilities and Activities
Using Workspaces
Setting Up and Saving Workspaces
Opening Workspaces
Creating a Workspace Shortcut
Changing the Forms in Workspaces
Deleting Workspaces
Customizing Forms
About Trees on Forms
Working with Collections
Retrieving Collections
Finding Records with Filter-in-Place
Finding Records Using a Query Form
Using the Null Keyword
Using Wildcards
Understanding Filters
Creating and Saving Filters
Using a Saved Filter
Copying and Editing Filters
Deleting Filters
About Caps
Caps on Collections
Viewing the Current Cap on Collections
Changing the Cap on Collections
Caps on Drop-down List Items
Viewing the Current Cap on Drop-down List Items
Changing the Cap on Drop-down Lists
Changing Focus in Collections
Sorting Collections
Using Collections Outside the Application
Exporting Collections to External Files
Copying Data to/from a Spreadsheet
Saving a Collection to Microsoft Excel
Copying Entire Collections to a Spreadsheet
Copying a Single Record to a Spreadsheet
Copying a Single Column to a Spreadsheet
Copying Blocks of Cells to a Spreadsheet
Pasting Entire Collections into a Grid from a Spreadsheet
Pasting Selected Records (Rows) from a Spreadsheet
Pasting the Contents of a Single Cell from a Spreadsheet
Creating and Formatting Graphs from a Collection
Working with Records
Locating Specific Information in Records
Finding a Specific Value in a Drop-Down List
Filtering a Drop-down List
Finding a Value in a Collection of Records
Tips for Finding Records
About Row Labels
Replacing a Value in a Record
Printing Records or Collections of Records
Previewing a Record or Collection Before Printing
Printing a Record or Collection
About Adding, Changing, and Deleting Records
Adding Records
Copying records
Checking for Errors on Forms
Correcting Form Errors
Saving Records
Deleting Records
Undoing Deletion of Records
Undoing Changes to a Record
Undoing All Changes to Records
Working with Fields
About editable field types and colors
Types of Fields
Using the Question Mark Character
About Lists in Fields
Adding a New Field Value
Finding Details about a Value in a Drop-down List
Entering Dates
Changing or Deleting Field Values
Graphics and Other Binary Objects in Fields
Sending Form-specific Emails
Managing Form-specific Email Templates
Adding User Tasks
Using the User Calendar
Adding an Appointment to the User Calendar
Changing Your Calendar View
Removing an Appointment from the User Calendar
Viewing Appointment Details
Synchronizing Appointments with Microsoft Outlook
Creating Workflows
Using the New Workflow Wizard
Workflow example 1: a simple notification
Workflow example 2: a conditional notification
Workflow example 3: a time conditional notification
Using the New External Workflow Wizard
Workflow example 4: an alert workflow
Workflow example 5: an approval request workflow
Workflow example 6: a pulse alert
Utilities and Activities
Using Utilities and Activities
Previewing and Processing Results in Utilities and Activities
Saving and Retrieving Settings for Utilities and Activities
Specifying Selection Criteria in Utilities and Activities
Using Results from Utilities and Activities
About Background Tasks
About Printing Records and Collections
Working with Reports
Reports Overview
Previewing Reports
Generating Reports
Printing Reports
Emailing Reports
Faxing Reports
Sending Reports to Customers or Vendors
Setting Report Options
Setting Report Ranges
Where do report outputs go?
Setting the report theme
Assigning Date and Number Formats on Reports
Changing Fonts in Reports
Sending Email Notification
Working with Notes
About Notes
Creating and Attaching Notes
Creating a Single-Use Note for a Specific Record
Creating or Selecting Reusable Notes
Reading and Modifying Notes
Deleting Notes
Detaching Notes and Files
Printing Associated Notes
Accessing the System/User Notes Form
Attaching External Files to Notes
Working with Document (File) Attachments
Working with Document (File) Attachments
Maintaining Document Types
Using the Application Event System for Document (File) Attachments
Attaching Documents (Files) to Forms, Properties, or Records
Themes
About themes
Applying a theme
Applying a theme in Windows client
Applying a theme in the web client
About Application Clients
Similarities between the Windows and web clients
Differences between the Windows and web clients
Unsupported Features in Web Client for Optional Modules
Web Clients and User Controls
Diagnostics Support in Web Clients
Limitations of the Lightweight Client
User Interface Reference
Keyboard Shortcuts
Menus
Form menus
Form menu for both clients
Form > Definition submenu for both clients
Actions menu
Edit menus
Edit menu in the web client
Edit menu in the Web Designer
Edit menu in the Windows client
Edit menu in Design Mode
View menus
View menu in the web client
View menu in the Web Designer
View menu in the Windows client
Window Menu
Help Menu
Toolbars
Main Toolbar
Alignment Toolbar (Design Mode)
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