System Preference#

FORM TOOLBAR is a site preference that can be defined in IMST to indicate what appears on the toolbar in the professional edition. This preference identified a menu that is defined in IMMU.

Discussion on how to copy a form tool bar can be found on the Form Toobar page. The application server must be restarted for changes to the toolbar to take effect. The new toolbar will be universal for ALL users. In Personality it is either the default toolbar or the copied one. You cannot choose a different toolbar for different users.

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Each form window has a toolbar at the top containing icons for commonly used actions. You will use these form actions to maintain records and perform special functions.

The Form Toolbar provides icons to help you view and manage your information. Below is a description of each of the supported form actions. Many of the actions have quick keys associated with them.

SaveIcon.JPG Save Changes (Ctrl+S)

The Save action makes the changes you have entered permanent in the database. This icon becomes enabled as soon as you make a change. When the Save is done it becomes disabled. Once you have made changes, you will not be able to leave a form until you either save or revert.

UndoIcon.JPG Undo/Revert Changes (Ctrl+Z)

The Undo/Revert action undoes all of the changes you have made and restores the original information. This icon becomes enabled as soon as you make a change. Once you have made changes, you will not be able to leave a form until you either save or revert.

AddIcon.JPG Add a Record (F6)

The Add action allows you to create new records. You must have “create” access rights for the form block to use this action.

DeleteIcon.JPG Delete A Record (Shift+F6)

The Delete action allows you to remove an existing record. You must have “delete” access rights for the from block to use this action.

CopyIcon.JPG Deep Copy Record (F5)

The Deep Copy Record action lets you copy a record including all of its associated information. You must have “create” access rights for the from block to use this action. Below is a sample dialog you will have to complete to do the copy.

Pin / Unpin A Record (Ctrl+Shift+F)

PinOnIcon.JPGThe Pin action keeps your form window focused on the record you have selected regardless of what you are working on in other form windows. The icon is a toggle that switches between states.

PinOffIcon.JPGThe Unpin action keeps your form in context with the work you are doing in other windows. For instance, if you switch to another employee elsewhere, this window will automatically change to that employee. The icon is a toggle that switches between states.

Watch / Stop Watching Form (Ctrl+Shift+R)

FORM TOOLBAR ICONS/WatchOnIcon.JPGThe Watch action continually checks for updates made by others or done in other windows to the information displayed in your form window. The icon is a toggle that switches between states.

WatchOffIcon.JPGThe Stop Watching action disregards all other changes to the information in your form window, for display purposes only. The icon is a toggle that switches between states.

UserfieldsIcon.JPG Show User Fields (Ctrl+U)

The User Fields action pops up a window that contains all of the user fields associated with the current form window block. The values of the user fields may be maintained on this popup window. User Fields may also be added to the form itself using IMFD.

UsernotesIcon.JPG Show User Notes (Ctrl+N)

The User Notes action pops up a window that contains all user notes associated with the current form window block. The content of the user notes may be maintained on this popup window. Notes can also be added or deleted.

AuditdetailsIcon.JPG Show Audit Details (F12)

The Audit action shows internal audit information related to all fields on the current record.

ChangehistoryIcon.jpg Show Change History (F10)

The Change History action shows the detailed change logs that are related to the current record.

QueryIcon.JPG Show Query Form (F7)

The Query action allows you to search for information using any fields on your current form with simple comparison operators. You are presented with a list of records that you can pick from like the Find List.

UsagesIcon.JPG Show Usages (Ctrl+Shift+U)

The Usages action shows where this information is used elsewhere in the system.

Show EJB Activity (Shift+F9)

EJBonIcon.JPGThe EJB Activity monitor shows you when there is traffic between your PC and the server.

EJBoffIcon.JPGWhen there is no activity, the line is flat.

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