Difference between revisions of "Navigating through most windows"

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Most windows are organized the same in ADempiere.  You have the usual buttons on the top (like new record, delete record, etc.) and you have tabs on the left.  The tabs are actually a set of parent and child records.  Each tab underneath will show child records to the record currently viewed. It takes some getting used to, but will allow you to go through huge amounts of information without having to backtrack as much.  When you go from a parent tab to a child tab, it will save the current one before moving to the child.  Fields that are highlighted are required.
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In the ADempiere Menu Tree, clicking on or activating any item that has the Window icon ([[image:Icon_mWindow.png]]) will open a window that will display data in a table.
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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.
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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.  
  
 
[[Image:Toolbar.png]]
 
[[Image:Toolbar.png]]
  
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The details of the various toolbar icons follow:
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{| border="1" cellspacing="0" cellpadding="5" width="60%
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!Icon
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!Function
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!Description
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|-
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|align="center"|[[Image:Icon_Undo24.png]]
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|align="center"|Undo
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|Reverts any changes made to the record since the last save. Enabled if there are changes to be saved.
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|-
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|align="center"|[[Image:Icon_Help24.png]]
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|align="center"|Help
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|Opens a help dialog where the field descriptions and help text are displayed.
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|-
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|align="center"|[[Image:New24.png]]
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|align="center"|New
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|Creates a new record.  Fields colored red are mandatory.  They turn blue once data has been entered.
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|-
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|align="center"|[[Image:Icon_Delete24.png]]
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|align="center"|Delete
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|Deletes the current record.
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|-
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|align="center"|[[Image:Icon_DeleteSelection24.gif]]
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|align="center"|Delete Selection
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|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.
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|-
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|align="center"|[[Image:Icon_Save24.png]]
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|align="center"|Save
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|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.
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|-
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|align="center"|[[Image:Icon_Refresh24.png]]
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|align="center"|Requery
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|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.
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|-
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|align="center"|[[Image:Icon_Search24.png]]
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|align="center"|Lookup
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|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.
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|-
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|align="center"|[[Image:Icon_Attach24.png]]
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|align="center"|Lookup
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|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.
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|}
  
 
==Attachments==
 
==Attachments==

Revision as of 19:32, 28 July 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 (Icon mWindow.png) 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.

Toolbar.png

The details of the various toolbar icons follow:

Icon Function Description
Icon Undo24.png Undo Reverts any changes made to the record since the last save. Enabled if there are changes to be saved.
Icon Help24.png Help Opens a help dialog where the field descriptions and help text are displayed.
New24.png New Creates a new record. Fields colored red are mandatory. They turn blue once data has been entered.
Icon Delete24.png Delete Deletes the current record.
Icon DeleteSelection24.gif 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.
Icon Save24.png 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.
Icon Refresh24.png 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.
File:Icon Search24.png 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.
File:Icon Attach24.png 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.

Attachments

Every record can have a file attachment and notes added to it. Edit or view by using the attachment icon Attachment24.jpg in the toolbar, in the menu (Edit - Attachment) or F7

Dialogattachment.png

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