Record/collection shortcuts

These keyboard shortcuts are designed to help you work with data in records.

Note: Where the key combination is different in the Windows client than in the web client, that combination is given in parentheses ( ). Where there is no equivalent key combination in the web client, it is indicated by (n/a). Otherwise, the key combination is the same in both the Windows client and the web client.
Action Keys Description
Get help with the current field. F1 Brings up the online help for the selected field in a separate tab/window.
Search for records using Filter-in-Place. F4 Performs a Filter-in-Place search based on any filter criteria you entered into one or more fields. If you left all fields blank, the search retrieves all available records up to the cap.

You can use the asterisk (*) for wild card searches. For example, to find all records that begin with the letters "cb", you would enter cb* before pressing the F4 key.

Clear a form so a new search can be performed. F4 If a form is displaying a collection, this option cancels the current filter-in-place and clears the form so you can perform a new search. The only fields that do not get cleared are the ones you last used to perform a query.
Toggle detail-only view on/off. Shift+Ctrl+1

(Ctrl+1)

Works only with multiview forms, query forms, or other forms in which there are split views.

If both views (split view) or only the grid view is displayed, this keypress combination displays only the detail view.

If only the detail view is displayed, this keypress combination displays the split view.

Toggle grid-only view on/off. Shift+Ctrl+2

(Ctrl+2)

Works only with multiview forms, query forms, or other forms in which there are split views.

If both views (split view) or only the detail view is displayed, this keypress combination displays only the grid view.

If only the grid view is displayed, this keypress combination displays the split view.

Print a record or collection of records. Ctrl+P See Printing Records or Collections of Records.
Delete text in a field. DEL With the cursor in a field and text selected, you can use this key to delete the selected text. This key works on any field in which you can enter input.
Note:  The text is not permanently deleted until you save the form. So, if you need to undo the deletion before saving the form, you can return the field to its original value by pressing Ctrl+F5.
Search for records using Filter By Query. Ctrl+Q (Available only in multiview forms with a collection already displaying.) Opens the query form associated with the multiview form.

See Finding Records Using a Query Form.

Move the focus to the next collection. (n/a)

Ctrl+F8

In forms that display multiple collections, moves the focus to the next collection.
Create a record. Ctrl+N Works only in collections. Inserts a new, blank record below whichever record is currently selected.
Delete a record. Ctrl+D Works only in collections. Marks a record for deletion. (The record is not actually deleted until you do a save operation.)
Refresh a single record. Ctrl+F5 Reverts the selected record to its original value and removes any change or deletion indicators.

Use this to effectively undo a change or "undelete" a record.

Clear filter criteria. (n/a)

F5

Available only when a form is not displaying a collection.

By default, when you clear the form (using F4), the system displays the filter criteria used for the previous search. This option allows you to clear all filter criteria that either you or the system previously entered.

Refresh the collection. F5 Available only when a collection is displayed. Refreshes the entire collection.

If you have made changes to any records, or if you have marked any records for deletion, the system asks whether you want to save the changes before refreshing the collection. If you answer Yes, the changes are saved and deletions are made permanent. If you answer No, all values on the form revert to their original values.

Find a value for a drop-down field. (n/a)

Ctrl+F

See Finding a Specific Value in a Drop-down List.
Repeat the Find. (n/a)

Ctrl+F2

Repeats a Find operation. This locates the next entry in the field that matches the specified criteria without having to re-enter the criteria.
Find details for a value in a drop-down field. (n/a)

Ctrl+L

See Finding Details about a Value in a Drop-down List.
Add a new value to a field. (n/a)

Ctrl+A

(Not applicable in the web client.) In grid collections, selects all records in the collection currently displayed.

(In both clients) In drop-down components only, allows you to create a new value for a drop-down field, and then have that new value returned to the field.

See Adding a New Field Value.