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 | 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 | Adds a new record after the currently selected entry. |
| Delete | 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 | 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 | 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 | 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 | 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 | 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 | Opens the Web Designer in a new browser window (web 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. |
| Help Current Form | Opens the online help to the topic for the currently active form. |