Standard operations on forms

Standard operations are available to users as commands on the Actions menu. Options for standard operations appear also on the form's shortcut menu and (in most cases) can be run from the toolbar.

Standard operations execute on either a collection or a subcollection. The Save and Save Current operations are exceptions. They update changed data in both a collection and in any associated subcollections. The user sets the focus on a collection or a subcollection before executing a standard operation.

You can specify which standard operations are available to the user for each collection or subcollection on a form. Specifying a standard operation displays its associated commands on the Actions menu, on the form's shortcut menu, and (if applicable) on the toolbar.

This table lists the standard operations that can be enabled or disabled on a form-by-form basis:

Standard Operation Description
Navigate operations The user can navigate to the first, next, previous, and last items in the queried collection, using these Actions menu commands: First, Last, Next, and Previous.
Refresh operations The user can requery data for the form, using these Actions menu commands: Refresh and Refresh Current.
Filter operations The user can specify filter criteria for the data queried into the form. These options include both the Filter-in-Place functionality and access to a query form if one is defined for the form. This set of operations activates these Actions > Filter menu commands:
  • By Query
  • Begin in Place
  • Execute in Place
  • Cancel in Place
  • Cancel in Place
  • Clear in Place
  • Apply Saved Filter
New/Copy operations The user can create a new item in the collection, using these Actions menu commands: New and Copy.
Save operations The user can save changes made to items in the collection, using these Actions menu commands: Save, Save Current, and Validate.
Delete operations The user can delete items in the collection, using this Actions menu command: Delete.
Notes operations The form supports notes functionality, using these Actions menu commands: Notes for All and Notes for Current.
Graph operations The user can generate an ad hoc graph of the data in the queried collection, using this Actions menu command: Graph.
Spreadsheet Disabled This operation controls whether the user can export the contents of the current collection to Microsoft Excel. This operation applies only to collections, not to subcollections, using this Actions menu command: To Excel.