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 |
|---|---|
| Open (web client) / Open a form (Windows client) | 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. |
| Save | Saves the form and any changes you have made to the form, but does not close the form. |
| New (web client) / Create a new object in the current collection (Windows client) | Adds a new record after the currently selected entry. |
| Delete (web client) / Delete an object in the current collection (Windows client) | 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. |
| Refresh (web client) / Refresh the current collection (Windows client) | Re-queries
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. |
| 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. |
| Get more rows (web client) / Get more rows in the current collection (Windows client) | 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. |
| System Notes (web client) / Display notes for the current object (Windows client) | In the web
client, opens the System/User Notes dialog box. In the Windows client,
opens the Object Notes form, which
allows you to view, create, attach, and detach notes for the current
record. For more information, see About notes. |
| Documents (web client) / Display documents for the current object (Windows client) | 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 document (file) attachments. |
| 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 emails. |
| Export to Excel (web client) / Export data to Excel (Windows client) | 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. |
| Revert runtime changes... | Closes the current form, reverts any run-time changes made to that form, and reopens the form. |
| Runtime Builder... | Opens the Runtime Builder Selection form, which you can use to launch designated "Runtime Builder" forms. |
| Open designer in a new window (web client) / Enter/Exit Design Mode (Windows client) | Opens the
Web Designer in a new browser window (web client); or toggles back and
forth between Design Mode and Runtime Mode (Windows client). If a form
is open, opens the form in the designer in both cases. The purpose/goal is the same in both cases: You must be in the Web Designer/Design Mode to customize and develop forms. |
| Regenerate and reopen the form (Windows client only) | 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. |
| Help Current Form (web client) / Get help on the current form (Windows client) | Opens the online help to the topic for the currently active form. |