Working with forms in list-driven format
In Infor Smart Office, by default, each form opens in a window on your screen.
You can view forms in a list-driven format. List-driven format displays a record as one line in a list. From the list you can sort, view, make changes to a view, and update multiple records.
If you use multiple companies, you must first select a company and then click in a key field for the list of records to display.
To use the list view, you must configure a setting in Infor Smart Office.
Configuring list-driven form view
You can configure list-driven view globally, that is, for all forms that have been enabled for list-driven. Or, you can set certain forms to display in classic view.
With either method, only forms that have been enabled for list-driven view will be able to viewed in a list.
Configuring list-driven forms is a one time procedure unless you choose to reset to full form view.
Configure list-driven view (or to return to full form view) from the Infor Smart Office Settings menu.
There are two ways to get to this menu:
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From within a form, select .
From the canvas toolbar, select .
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On the dialog box, ensure you are on the Applications tab and then select Use list to access application forms (when available) or deselect it to return to full form view.
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An input box for specifying form names opens. If you want all forms to be list-driven, leave the box blank. If you want only some forms to be list-driven, specify the name(s) of forms that you want to exclude from list-driven format. All forms except those in your list will be list-driven.
Use the complete form ID (HR11.1). Separate multiple form IDs with commas (HR11.1,HR06.1).
Additional information about working with forms in list-driven format is in another section.
Date field filters in list view
If you are filtering a date field in list view, you can specify dates in either MM/DD/YYYY or YYYYMMDD format.
Updating records from list view
When you are in list view, you can make changes to records.
If you have changes for the fields that are shown in one-line list view display, you can change it on the list. If you have changes for fields that do not display in list view, you can open the form by right-clicking on the record in the list, or by accessing the Action menu with the record selected, and then selecting Launch Form, where Form is the name of the form you are selecting.
Updating multiple records simultaneously using a work list
You can select a subset of records in the database and make changes sequentially to all records in the subset. The subset is called a work list.
Open multiple records on the list view by holding the Ctrl key and clicking each record you want to open. With the records selected, right-click the record in the list, or access the Action menu with the record selected, and then select Launch Form, where "Form" is the name of the form you are selecting. The first selected record will open in the form and the List On icon will appear at the bottom right of the form. In addition, a small dialog box displaying the work list is displayed directly above the List On icon and the message Work List Navigation On is displayed on the bottom right of the canvas.
When you are finished making changes to the current record, click and then click . The next record in the list opens for editing.
When you want to return to having all records in the database available for selection, click the List On icon. When the icon is grayed-out, the work list is no longer available; the message Work List Navigation Off is displayed on the bottom right of the canvas.