Main Toolbar

The main toolbar includes tools to help you accomplish the most common tasks.

This toolbar displays just underneath the menu bar. You can choose whether to display the toolbar.

This table lists and describes the main toolbar options:


Icon tooltip	Description/Comments	Menuequivalent	Keyboardshortcut
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	n/a
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	n/a
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. 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	n/a
Go to the first object in the current collection	Moves the focus to the first record in the current collection.	Actions > First	n/a
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	n/a
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	n/a
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	n/a
Send email for the current object	Opens the Send Email for the current object form, which allows you to send an email that contains information about the current record. For more information, see Sending Form-specific E-mails.	Actions > Email for current	n/a
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	n/a
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 the help topic About DataViews.	Actions > To Form DataView	n/a
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 the help topics Searching the System with DataSearch.	n/a	n/a
Revert runtime changes...	Closes the current form, reverts any run-time changes made to that form, and reopens the form.	Edit > Revert runtime changes	n/a
Specify 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
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.	n/a	n/a
Customer Order Document Lifecycle	Opens the Customer Order Document Lifecycle form, populated based on the current form.	n/a	n/a
Purchase Order Document Lifecycle	Opens the Purchase Order Document Lifecycle form, populated based on the current form.	n/a	n/a
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)