Difference between revisions of "Navigating through most windows"
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Moving between records and switching between tabs allows you to go through huge amounts of data without having to backtrack as much. When you move between records or tabs, whatever data you have entered is automatically saved. In each tab, the data can be displayed as a spreadsheet where you can see many records at once or as a form showing one record at a time. | Moving between records and switching between tabs allows you to go through huge amounts of data without having to backtrack as much. When you move between records or tabs, whatever data you have entered is automatically saved. In each tab, the data can be displayed as a spreadsheet where you can see many records at once or as a form showing one record at a time. | ||
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The details of the various toolbar icons follow: | The details of the various toolbar icons follow: |
Revision as of 03:27, 3 August 2010
⇐ Table of Contents{{#if: | | [[{{{2}}}]] }}{{#if: | | [[{{{3}}}]] }}{{#if: | | [[{{{4}}}]] }}{{#if: | | [[{{{5}}}]] }} | Navigating through most windows{{#if: Workflow concept| | Workflow concept }} ⇒
In the ADempiere Menu Tree, clicking on or activating any item that has the Window icon () will open a window that will display data in a table.
Most windows are organized the same way in ADempiere. At the top of the window is a tool bar of icons that are common across all Windows. The main panel shows a form with tabs on the left. The tabs represent sets of hierarchical data: parent and child records if you will. Each subordinate tab will show records related to the record currently selected/viewed in the parent tab.
Moving between records and switching between tabs allows you to go through huge amounts of data without having to backtrack as much. When you move between records or tabs, whatever data you have entered is automatically saved. In each tab, the data can be displayed as a spreadsheet where you can see many records at once or as a form showing one record at a time.
The details of the various toolbar icons follow:
Icon | Function | Description |
---|---|---|
Undo | Reverts any changes made to the record since the last save. Enabled if there are changes to be saved. | |
Help | Opens a help dialog where the field descriptions and help text are displayed. | |
New | Creates a new record. Fields colored red are mandatory. They turn blue once data has been entered. | |
Delete | Deletes the current record. | |
Delete Selection | Opens a dialog Listing all the records in the current tab. You can select all or a subset of these for deletion. It is helpful to use the Search function to limit the number of records. | |
Save | Saves any changes to the current record. Saves are made automatically any time you move from record to record, tab to tab or close the window. | |
Requery | Requery the records. If a Lookup has been applied the search criteria will be still be active. Requery is useful if another process or user has added or changed the information in the table since the window was opened. | |
Lookup | Lookup records in the current tab. There is a basic search based on common fields and an advanced search where complex queries can be developed. See Lookup functionality for more information. | |
Attachment | Every record can have a file and/or notes added to it. See Attachment for more info. | |
Chat | Chat allows users to keep a series of timestamped notes on the current record. | |
Multi View | A toggle to switch from form view to a multi-record spreadsheet style view. | |
Form View | A toggle to switch from the multi-record view to a single-record view. | |
History | Show the history for the selected record. | |
Home | Brings the main window to the front of the desktop. Useful for people with messy desks. | |
Parent Record | Move up to or towards the parent tab of the current tab. Doesn't jump tabs. | |
Detail Record | Move down to the next tab. | |
First Record | Move to the first record in the current tab. | |
Previous Record | Move to the previous record in the current tab. | |
Next Record | Move to the next record in the current tab. | |
Last Record | Move to the Last record in the current tab. | |
Report | Create a report based on the current record. | |
Archive | View archived reports or documents for the current record. | |
Print Preview | Preview the defined print layout. See Printing and Print Formats for more information. | |
Print the defined print layout. See Printing and Print Formats for more information. | ||
Zoom Across | Zoom to related records in other tables. For example, zoom to payments from invoices. See Zoom Across for more information. | |
Workflow | Opens the Workflow Process window. See Workflow for more information. | |
Check Requests | Check or create Requests for service. See Requests for more information. | |
Product Info | Open the Product Info page where information concerning a product's pricing and availability can be displayed. See Product Info for more information. | |
Exit | Close the current window. The window's state is saved and if the window is reopened in the same session, the record and tab last viewed will be displayed. |