Application Maintenance Window BUTTONS AND TOOLS

 

 

Sample Application Maintenance Window – Job, Work Orders Tab Page

 

The following information details the buttons and tools that are available in each APPLICATION MAINTENANCE WINDOW.

BASIC BUTTON Definitions

 

Save & Close

Closes the window and saves any unsaved changes to the current record.

 

 

Cancel

Closes the window and disregards any unsaved changes to the current record and releases the record’s lease.

 

Save

Saves changes made to the current record and releases the record’s lease.

 

 

Attachment

This button opens the ATTACHMENTS WINDOW so that you can link one or more files to the current record. If attachments have already been linked to the current record, the number of attached files will be listed in the button.

 

 

NAVIGATION BUTTONS Overview

A set of navigation buttons is available as a fixed feature on all maintenance application windows that have been opened via a search list window. These navigation buttons allow you to navigate to (open) the next, previous, first, or last record in the list without leaving the window. When a button is clicked, the maintenance application window remains open but the data refreshes to reflect that of the newly opened record.

These buttons will not be available if you open a maintenance application record through means other than a search list window, for example, from the FAVORITES menu list, from the RECENT DOCUMENTS control tab, or via a HYPERLINK on another maintenance application record.

NOTES

}  If a search list window is refreshed, and the currently open maintenance application record is no longer in the list, the navigation buttons will not be available.

}  When using search list windows that display multiple records tied to one other single record (e.g., W/O TRANSACTIONS SEARCH LIST) the navigation buttons will navigate to the next unique record.

}  If you open a maintenance application record from a search list window that only lists that one record (i.e., there is only one record in the list), these buttons will be grayed out.

 

Go to First

Moves to the first record in the search list window.

 

 

Go to Previous

Moves to the record directly above the open record in the search list window.

 

Go to Next

Moves to the record directly after the open record in the search list window.

 

 

Go to Last

Moves to the last record in the search list window.

 

 

ACTIONS BUTTON Document Definitions

Sample Actions Button, Document Submenu – Job Maintenance Application

 

Several commands are available from the Document submenu of the Actions Button of every application maintenance window. Following are definitions to those standard actions. Actions that are unique to particular application maintenance windows are covered in their corresponding Help topics.

 

Additional Contacts (Document)

Accesses the Additional Contacts List Window so that you can view the additional contacts lists associated with the current record, assign other existing lists to the record, or create new lists and link them to the record. You can also review and revise the additional contact list records as needed.

 

 

Delete this Document

This option will not be available in every application maintenance window.

Prompts the system to delete the current record, if possible. Some records may not be deleted.

  

Duplicate this Document

Prompts the system to duplicate the current record. This process may involve the launch of a duplication window that will allow you to control how the system makes duplicates of the record.

NOTE

When one or more records are selected for duplication throughout the system and at least one of them contains an inactive or inapplicable value, you will be shown a warning message to that effect. The duplication will be allowed to continue. (This message does not indicate which of the original records have inactive / inapplicable values.)

  

Log

Prompts the system to open a Change Log Window for the current record so that you can see who made changes to the record and when, what field(s) they changed, what they changed each field value from, and what they changed each one to. This allows you to review a record’s entire history.

 

 

Preview Report: (Document)

Prompts the system to open the report layout created for the current record’s document (if applicable). The current search results will be used to generate the report, which will display onscreen in a preview report window.

If more than one report is linked to the current record’s document, the system will open the CHOOSE LAYOUT WINDOW so that you can select from the available reports. After selecting a report and clicking the OK Button, the report will display onscreen.

 

Print Report: (Document)

Prompts the system to print the report layout created for the current record (if applicable). The report will automatically be printed to your default printer. (If you want to print to a printer other than your default, preview the report first and then use the Print Button in the report preview window to access the Print dialog box.)

If more than one report is linked to the current record’s document, the system will open the CHOOSE LAYOUT WINDOW so that you can select from the available reports. After selecting a report and clicking the OK Button, the report will be printed to your default printer.

 

 

Rapid Update (Document)

This command is only available if there is a list block on the current layout that links to a search list document (e.g., Work Orders on job records).

This feature allows you to update a wide variety of field values for one or more records selected in the current search list window.

Refer to the RAPID UPDATE definition in the Search List Window’s Buttons and Tools topic for details on the Rapid Update feature.

  

Refresh

Prompts the system to refresh the current record so that it displays the most current data. This feature is most useful on records that link to data managed in other applications and that data gets updated frequently.

  

Save as XML

This command prompts the system to open a Windows dialog box so that you can select a location to save the items selected in the list to an XML file.

 

 

Event Trigger Report

This will only be available if the current document has at least one event trigger established for it in the EVENT TRIGGERS SETUP WINDOW.

This report allows you to determine if and why An event trigger will fire for a given record based on settings established in the EVENT TRIGGERS SETUP WINDOW. Using this report can help you when establishing event triggers to ensure that you have met all desired triggering parameters or to otherwise diagnose the current functionality of your event triggers.

This report must be run prior to saving a record or window. The report will display all of the event triggers established for MediaPulse and whether or not each event trigger applies to the current record. If an event trigger applies according to the report, when you save the record or window, the event trigger will be activated and its associated functionality will be carried out (e.g., a notification will be sent).

NOTE

You must run the report before saving a new or changed record for the system to be able to determine if the record meets any event trigger criteria.

 

 

LAYOUT SETTINGS BUTTON Standard Definitions

The Layout Settings Button contains several features that you can use to work with the currently selected window. The functionality of those commands is identical regardless of where you select them.

 

Customize Buttons

Each user has the ability to change any Actions Button menu command into a button via this command. When you use this command to open the Customize Menu Window, you may save your commonly used Actions Button menu items as buttons for quick access. (You can also create buttons for commands in the MediaPulse menu bar.)

Example of Customized Buttons

Refer to the BUTTON CUSTOMIZATION STEP-BY-STEP topic for details on how to use this feature.

 

Save Layout Changes

When you make a personal change to window size (not including maximized / minimized windows), rearrange tab pages, rearrange the positions of buttons, or add custom buttons, those personalizations to the layout can be saved for your user ID by using this command.

This command also saves any customized grid (list block) properties except for filters to a layout for your user ID; filters cannot be saved on a user-by-user basis. Grid properties saved include column order settings, Group Box Area settings (regardless of whether the Group Box Area is currently showing or not), column widths, totals row settings, column grouping, sorting conditions, and column width changes that you have assigned to the selected list block on the current application maintenance window.

IMPORTANT!

If you use this command on a window and the layout itself is changed (e.g., new fields, new field order), you may not see these changes until you use the Restore Original Layout command. When a layout is saved via the Layout Application, the system gives the you the option to clear all customized user settings for the layout (i.e., run the Restore Original Layout command for all users) so that any changes to the layout will show by default or to leave customized user settings as they are. If you choose to leave customized user settings as they are, changes made to the layout will not display until each user applies the Restore Original Layout command themselves.

 

 

Restore Original Layout

Clears any customized layout properties and grid (list block) settings, including changes to window size, tab and radio button positions, custom buttons, column order settings, sorting conditions, or column width changes that you have assigned to the current search list window. This command will restore the current layout to its settings as defined in the Layout Application.

 

 

Select Different Layout

Opens the CHOOSE LAYOUT WINDOW so that you may select a different layout for the current window (if one is available).

 

Time Zone

This command will only be available if you are encoded and configured for the MASTER TIME feature.

Use this command’s drop-down list to define a time zone that is different than the system’s time zone for the currently opened application maintenance window. The time zone you select cannot be saved as the window’s default time zone. It will affect the current session only.

NOTE

If you change the time zone for a particular window it will only adjust the dates and times for the current window and any other windows you open from that window. For example, if you change the time zone of the Jobs Search List Window, any job records you open will also be set to that time zone, and any work order records you open from that job will also be set to the same time zone.

 

 

Navigation TOOLS

These tools are available in list block areas.

Navigation Tools

First

Prompts the system to move to the first line item in the list block area.

 

 

Previous Page

Prompts the system to move to the previous group of records in the list block area. A grouping is based on how many line items are visible in the area; for example, if the area displays 14 line items, each time you click this button, the system will move backwards 14 lines.

 

 

Previous

Prompts the system to move to the line item in the list block area directly before the currently selected one.

 

 

Current Record / Total Records

Displays the ranking of the currently selected line item in the search results list and the total number of line items in the list.

 

 

Next

Prompts the system to move to the line item in the list block area directly after the currently selected one.

 

 

Next Page

Prompts the system to move to the next group of line items in the list block area. A grouping is based on how many line items are visible in the area; for example, if the area displays 14 line items, each time you click this button, the system will move forward 14 lines.

 

 

Last

Prompts the system to move to the last line item in the list block area.