Toolbar Options

The system has a number of standard options that display in a toolbar across the top of most forms. All of these options are also available from the menu at the top of the form.

Toolbar Option Name Description
Field Properties Opens the Field Properties form, which allows you to set up user and system overrides.

You can also open this form by pressing F3 in a field, or selecting Tools > Field Properties from the menu at the top of the form.
Field Lookup Opens the lookup window associated with the current field (if applicable), displaying a list of valid records

You can also open the lookup window by pressing F4, or selecting Tools > Field Lookup from the menu at the top of the form.

Field Setup Opens the setup form associated with the current field.

You can also launch the setup form by selecting Tools > Field Setup from the menu at the top of the form.
New Record Creates a new record.

You can also create a new record by selecting Records > New from the menu at the top of the form.
Save Record Saves the current record (new or existing).

You can also save a record by pressing CTRL + S, or selecting Records > Save from the menu at the top of the form.
Delete Record Deletes the current record.

You can also delete a record by selecting it and then press DELETE, or selecting Records > Delete from the menu at the top of the form.
Undo Record Reset any information that you have entered but have not saved.

You can also select Records > Undo from the menu at the top of the form.
Refresh Records Refreshes the data that displays in the form.

You can also select File > Refresh from the menu at the top of the form.
Form Search Available in some forms. Opens the Form Search.

You can also open Form Search form by selecting Records > Form Search from the menu at the top of the form.
Calculator Opens the system calculator.

You can also open the calculator by selecting Tools > Calculator from the menu at the top of the form.
Attachments Opens the Attachments window, allowing you to add, delete, or view attachments. If you click the black arrow to the right, provides a drop-down menu of the following options:
  • Show Attachments – Opens the Attachments window, allowing you to add, delete, or view attachments.
  • Index Search – Opens the Attachments Index Search form, allowing you to search for existing attachments.
Scanning Opens the Scan window, allowing you to scan and attach documents. If you click the black arrow to the right, provides a drop-down menu of the following options:
  • Scan Single Image – Opens the Scan window, allowing you to scan and attach a single image/document.
  • Open Image Batch – Opens the Scanning Batch Selection window, allowing you to select a batch of documents to attach or allows you to create a new batch of scanned documents.
Spelling Checks for spelling errors in the selected field. The button is disabled when it does not apply - for example on numeric fields.

You can also check spelling by selecting Tools > Spelling.

Note: The spell check does not share the MS Office user dictionary. You will need to add additional words to this dictionary as necessary.
First Record, Previous Record, Next Record, Last Record Use these buttons to move through the records that display in the form.
View Header, View Header and Detail, View Detail Available in Header/Detail forms only.

Use these buttons to expand and collapse the header and footer in the form.