Application Module General Screen Instructions |
The information here is for use with the web module screens. For detailed instructions and setup for screens and screen shortcuts, refer to the Enterprise Portal Administrator Guide.
To view information and perform actions on any particular screen, you must have authorization for that screen.
When making a new record, the lower-right hand corner will say New Record instead of 1 of X.
For some screens, you must use the filter to specify the information you want to display.
To refine the information you want to display and thus maximize performance, use the filter to restrict the data that displays.
To display existing information, click the Get Data button or select Get Data from the Action menu.
For general instructions on how to insert data, see How to Insert New Data Entries.
For general instructions on how to delete data, see How to Delete New Data Entries.
To stop the Get Data action, press Esc or click the Stop button .
To activate and deactivate the Auto Get Data feature, which causes a Get Data action every 30 seconds, click the Auto Get Data button.
To cancel an action once you begin it, click the Cancel button or select Cancel Change from the Action menu.
Note: System administrators can alter specific screens by determining the fields that appear, the fields that require information, the fields that specific users are allowed to view and/or update, and the color of alert tabs. This help system describes ALL fields and controls available prior to such alterations.
Use the links below to view general instructions for working with data entries.
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How to display a field's properties