Detail screens

Most screens have a corresponding detail screen for displaying and editing details of individual records and line items within a record. Detail screens can open in List view or Form view, depending on the requirements of the header screen.

To open a detail screen, perform one of the following:

You can click a Detail icon for a record within the primary screen list view. This is an example of a detail screen in list view.

You can click New in the header or detail screen toolbar.

Some Detail screens have buttons in a detail screen toolbar. These buttons only affect the Detail screen. For example, clicking New displays a new line in the Detail screen and clicking Save only saves the information in the Detail screen. Actions only apply to the selected detail.

Lists, tabs, buttons, fields, options, and other common elements in the detail screen work the same as they do in the header screens.