Epiphany

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=Basics=
[[Category:Basics]]
=== Flex Screen ===
__TOC__
'''Title Bar''' – Displays the name of the screen you are on
== Flex Screen ==
Flex Screens are the standard Epiphany data entry screens.  They all have the same layout and same features to make your user experience more consistent.  In addition to the data displayed on the screen, there are several design layouts listed below that are common to all Flex Screens.
=== Title Bar ===
: The title bar is across the top of the window, and displays the name of the screen you are on.


'''Menu Bar'''
=== Menu Bar ===
: The menu bar is directly below the title bar.


#First option is always Applications; provides access to standard screens
: The First option is always Applications; provides access to standard screens
#Menus will differ:
#*On how Epiphany was configured for your organization,
#*Individual user rights, and on
#*What application or menu item you’re in
#Shortcut Keys – Main Application (differs by Menu, but same concept). Example:
#*Alt+A = Applications (continue to hold Alt and Press A again...)
#*Alt+A (x2) = AR
#*Alt+A (x3) = AP
#*Alt+T = Tables
#*Alt+I = Inventory
#*Alt+G = General Ledger
#*Alt+P = Payroll
#*Alt+U = Utilities
#*Alt+S = Setup
#*Alt+R = Reports
#*Alt+H = Help


For Submenus – Use first letter of Menu Item; if multiples of same beginning
:Menus will differ:
letter, press that letter multiple times to move through the menu items beginning
:*On how Epiphany was configured for your organization,
with that letter
:*Individual user rights, and on
:*What application or menu item you’re in
 
:Shortcut Keys – Main Application (differs by Menu, but same concept). Example:
:*Alt+A = Applications (continue to hold Alt and Press A again...)
:*Alt+A (x2) = AR
:*Alt+A (x3) = AP
:*Alt+T = Tables
:*Alt+I = Inventory
:*Alt+G = General Ledger
:*Alt+P = Payroll
:*Alt+U = Utilities
:*Alt+S = Setup
:*Alt+R = Reports
:*Alt+H = Help
 
:For Submenus – Use first letter of Menu Item; if multiples of same beginning letter, press that letter multiple times to move through the menu items beginning with that letter
 
===Toolbar===
: The toolbar is directly below the menu bar, and contains action icons.  Hovering over those icons will display a short description of the function. Icons appear white when available and grayed out when not available.
 
====<p style="color:Gray">{{#far:arrow-circle-left}} Back</p>====
: Goes back to previous screen
====<p style="color:Gray">{{#fas:chevron-circle-left}}  {{#fas:angle-left}}  {{#fas:angle-right}} {{#fas:chevron-circle-right}} Navigation Buttons</p>====
: The outer arrows in a circle move to the first and last records of a table, the white inner arrows advance forward or backward one record
<br><br>
[[File:AddDeleteEdit.png]]
====<p style="color:Gray">{{#fas:fa-plus}} Add</p>====
: Immediately adds a new record; complete fields otherwise there will be a blank record in the database.
 
: [[File:CancelEdit.png]] The Edit button changes to Cancel edit; this will remove the newly added record if it has not been saved yet
 
====<p style="color:Gray">Delete</p>====
: Allows a record to be removed or merged with an existing record.


'''Toolbar'''– hover over icons to display a short description (or tooltip) of a button. Icons appear
white when available and grayed out when not available.<br>
1. {{#far:arrow-circle-left}} '''Back''' goes back to previous screen<br>
2. {{#fas:chevron-circle-left}}  {{#fas:angle-left}}  {{#fas:angle-right}} {{#fas:chevron-circle-right}}navigation buttons; the outer arrows in a circle move to the first and last records of a table, the white inner arrows advance forward or backward one record<br>
3. [[File:AddDeleteEdit.png]]
::* {{#fas:fa-plus}} '''Add''' immediately addes a new record; complete fields otherwise there will be a blank record in the database
:::*[[File:CancelEdit.png]] The Edit button changes to Cancel edit; this will remove the newly added record if it has not been saved yet
::*'''Delete''' allows a record to be removed or merged with an existing record
[[File:DeleteRecordDialogBox.png|center]]
[[File:DeleteRecordDialogBox.png|center]]
:::* Click Yes to delete currently displayed record and merge with an existing record
: Click Yes to delete currently displayed record and merge with an existing record
:::* Click No to delete the record without merging with another record
: Click No to delete the record without merging with another record
::::*Upon clicking Yes to merge with another record
: Upon clicking Yes to merge with another record
[[File:MergeDeletedRecordDialogBox.png|center]]
[[File:MergeDeletedRecordDialogBox.png|center]]
::::*Upon clicking Yes to merge with another record and selecting the record to merge with, confirm deletion and merge, then click Yes or No
: Upon clicking Yes to merge with another record and selecting the record to merge with, confirm deletion and merge, then click Yes or No
[[File:ConfirmMergeDeleteRecordsDialogBox.png|center]]
[[File:ConfirmMergeDeleteRecordsDialogBox.png|center]]
::::(Clicking No from this screen only deletes the record and does not merge the record with another record)
: (Clicking No from this screen only deletes the record and does not merge the record with another record)
::::*Click no to delete the record without merging with another record
: Click no to delete the record without merging with another record
::::*Click Cancel to cancel the deletion
: Click Cancel to cancel the deletion
::*'''Edit''' allows a record to be changed.
====<p style="color:Gray">Edit</p>====
:::*[[File:CancelEdit.png]] The Edit button changes to Cancel edit and allows any changes to be canceled if the changes have not been saved already<br>
: Allows a record to be changed.
4. [[File:RefreshSearch.png]]
: [[File:CancelEdit.png]] The Edit button changes to Cancel edit and allows any changes to be canceled if the changes have not been saved already.
::*'''Refresh''' allows the record to be refreshed to see the most current view of the screen you are currently on.  Generally used when someone is editing the record you are currently viewing.
<br><br>
::*'''Search''' allows for lookup of records
[[File:RefreshSearch.png]]
5. [[File:Toolbar.png]]
====<p style="color:Gray">Refresh</p>====
::*'''Print''' [[File:Print.png]] is active on screens that have a standard report defined.  The standard print dialog box will appear.<br>
: Allows the record to be refreshed to see the most current view of the screen you are currently on.  Generally used when someone is editing the record you are currently viewing.
::*'''Print Preview''' [[File:FilterPresets.png]] found to the right of the Print button; prints the report to screen first for review prior to printing.<br>
====<p style="color:Gray">Search</p>====
::*'''Active Records''' [[File:ActiveRecords.png]] by default shows only active records...  This is a toggle button and can toggle to show all records or only Active Records.<br>
: Allows for lookup of records
::*'''Filter''' [[File:Filter.png]] allows the records to be filtered by any standard field on the current screen.<br>
<br><br>
::*'''Filter Presets''' [[File:FilterPresets.png]] to the right of the Filter icon allows the use of saved Filters or removes the current filter to display all records.<br>
[[File:Toolbar.png]]
::*'''Capture Image''' [[File:CaptureImage.png]] allows for document scanning with an attached compatible scanner/capture device.  Document is scanned, added to the Documents Table and a relationship is automatically created between the current record and the document scanned.<br>
====<p style="color:Gray">[[File:Print.png]] Print</p>====
::*'''Attach File''' [[File:AttachFile.png]] allows for a file to be selected from a location on your computer (network drive, local drive, etc.) and attached to the current record.  Again, the document is added to the Documents Table, a relationship is automatically created between the current record and the document/file attached.  Note:  this creates a copy of the file and does not remove the file from its original location.<br>
: Print is active on screens that have a standard report defined.  The standard print dialog box will appear.
::*'''Other Actions''' [[File:OtherActions.png]] allows access to several other actions available if definitions have been created.<br>
====<p style="color:Gray">[[File:FilterPresets.png]] Print Preview</p>====
::*'''Notifications''' [[File:Notifications.png]] When green, there are unviewed notifications for the user logged in (not specific to the current record on the screen).  Notifications are generated by Document Flow Rules created in the system to notify users when a record has been added, changed, or a note added to a record related to the user.<br>
: Found to the right of the Print button; prints the report to screen first for review prior to printing.
::*'''Object Screen''' [[File:Object Screen.png]] shows each screen related to the object (screen) a user is currently viewing.  This allows a user to quickly switch between related screens and only if user has access to the screen(s).<br>
====<p style="color:Gray">[[File:ActiveRecords.png]] Active Records</p>====
6. [[File:SearchPin.png]]
: By default shows only active records...  This is a toggle button and can toggle to show all records or only Active Records.<br>
::*'''Pin''' [[File:Pin.png]] allows a user to pin a screen without opening another instance of Epiphany. The pinned screen will stay open as you open/navigate to other screens. It will stay open until either the pinned screen is closed or the user exits Epiphany.
 
::*'''Search''' [[File:Search.png]] allows a user to do a global search. The Search Results returned indicate which tables the string of data appears.
====<p style="color:Gray">[[File:Filter.png]] Filter</p>====
'''Relationships Bar''' - allows access to other records related to the current record on the screen.  Item will be bold white when there are related items and grayed out when there are no related objects attached.<br>
Allows the records to be filtered by any standard field on the current screen.<br>
 
#Starting with the first field you want to filter on, right-click the data field and select <b>Filter By</b> from the menu. The field will automatically populate the <b>Filtered Fields</b> grid of the Filter Flex Grid.
#To select a different <b>Search Value</b>, click the <b>Search</b> button on the right of the object line. Start typing the data you want to filter (keystroke match) and then double-click the selection from the list, and it will repopulate the <b>Search Value</b> field.
#Click the <b>Submit Filter</b> button at the bottom. You are taken back to the screen and the records are now filtered. The status bar at bottom of screen indicates <b>FILTERED SCREEN</b>.
#To expand on that filter and add another field to the filter, simply repeat the above steps.
#To clear the filter, click the Filter icon from the Toolbar, then click <b>Close and Clear Filter</b>.
 
If you are trying to filter based on an "OR" statement, after selecting all the fields using the above steps, in the <b>Condition String</b> below the <b>Filtered Fields</b>, replace <b>AND</b> where needed with <b>OR</b>.
 
====<p style="color:Gray">[[File:FilterPresets.png]] Filter Presets</p>====
To the right of the Filter icon allows the use of saved Filters or removes the current filter to display all records.<br>
 
To save a <b>Filter Preset</b>, once you have created your filter, from the Filter Flex Grid showing all <b>Filtered Fields</b>, at the top left in the <b>Presets</b> field enter a name for your preset, then click the green + icon to add/save your preset.
 
Your Preset will appear in the dropdown to the right of the Filter icon on the Toolbar. Saved presets are specific to each user.
 
====<p style="color:Gray">[[File:CaptureImage.png]] Capture Image</p>====
: Allows for document scanning with an attached compatible scanner/capture device.  Document is scanned, added to the Documents Table and a relationship is automatically created between the current record and the document scanned.<br>
====<p style="color:Gray">[[File:AttachFile.png]] Attach File</p>====
: Allows for a file to be selected from a location on your computer (network drive, local drive, etc.) and attached to the current record.  Again, the document is added to the Documents Table, a relationship is automatically created between the current record and the document/file attached.  Note:  this creates a copy of the file and does not remove the file from its original location.<br>
====<p style="color:Gray">[[File:OtherActions.png]] Other Actions</p>====
: Allows access to several other actions available if definitions have been created.<br>
:*<b>Duplicate Filter</b>
:*<b>Review Duplicate Records</b>
:*<b>Duplicate Record</b>
:*<b>Export Data:</b> Exports data to a file.</b>
:*<b>Copy Record:</b> Allows for copying of a record to create a new record to save data entry time if new record is very similar to an existing record.
:*<b>Mail Merge</b>
:*<b>Change All Filtered Records:</b> From within a filtered screen, this allows the ability to update a specific field containing same data to all of the filtered records.
:*<b>Open Shortcut</b>
:*<b>Save Record Shortcut:</b> Creates a shortcut that can be saved to the local computer for quick access to a specific record.
:*<b>Save Screen Shortcut:</b> Creates a shortcut that can be saved to the local computer for quick access to a specific screen.
 
====<p style="color:Gray">[[File:Notifications.png]] Notifications</p>====
: When green, there are unviewed notifications for the user logged in (not specific to the current record on the screen).  Notifications are generated by Document Flow Rules created in the system to notify users when a record has been added, changed, or a note added to a record related to the user.
====<p style="color:Gray">[[File:Object Screen.png]] Object Screen</p>====
: shows each screen related to the object (screen) a user is currently viewing.  This allows a user to quickly switch between related screens and only if user has access to the screen(s).
<br><br>
[[File:SearchPin.png]]
====<p style="color:Gray">[[File:Search.png]] Global Search</p>====
: allows a user to do a global search. The Search Results returned indicate which tables the string of data appears.
====<p style="color:Gray">[[File:Pin.png]] Pin</p>====
: Allows a user to pin a screen without opening another instance of Epiphany. The pinned screen will stay open as you open/navigate to other screens. It will stay open until either the pinned screen is closed or the user exits Epiphany.
 
===Relationships Bar===
: Allows access to other records related to the current record on the screen.  Item will be bold white when there are related items and grayed out when there are no related objects attached.<br>
:: [[File:RelationshipsBar.png]]
:: [[File:RelationshipsBar.png]]
:: 1. '''Relationships'''- shows all records related to the current record displayed.
:;Relationships
:: 2. '''Notes''' - allows the capability to attach notes as well as view existing notes related to a record.   
:: shows all records related to the current record displayed.
:: 3. '''Documents''' - allows the capability to view all documents related to the current record.   
:;Notes
:: 4. '''Approvals''' - allows for reviewing and/or signing electronic documents.  Used anytime an electronic signature needs to be captured.
:: allows the capability to attach notes as well as view existing notes related to a record.   
:: 5. '''Tasks''' - displays any active Tasks related to the selected record.
:;Documents
:: 6. '''History''' - allows the user to view the history of changes made to the current record.   
::allows the capability to view all documents related to the current record.   
:::* '''Database Change History Grid''' - displays the date/time stamp along with the user that performed any adds, changes and/or deletes to the records being viewed, the new value and the relationship type along with the Screen the action was performed from.
:;Approvals
:: 7. '''Help''' - provides a brief description of the screen, details and technical data of a specific field. The current screen name is displayed under the '''Screen''' section. Hovering over a field will display help information under the '''Detail''' section.
:: allows for reviewing and/or signing electronic documents.  Used anytime an electronic signature needs to be captured.
'''Information Bar''' - contains information about your Epiphany session and the record currently displayed.
:;Tasks
:: displays any active Tasks related to the selected record.
:;History
:: allows the user to view the history of changes made to the current record.   
::; Database Change History Grid
::: displays the date/time stamp along with the user that performed any adds, changes and/or deletes to the records being viewed, the new value and the relationship type along with the Screen the action was performed from.
:;Help
::provides a brief description of the screen, details and technical data of a specific field. The current screen name is displayed under the '''Screen''' section. Hovering over a field will display help information under the '''Detail''' section.
 
===Information Bar===
: Contains information about your Epiphany session and the record currently displayed.
:: [[File:InformationBar.JPG]]
:: [[File:InformationBar.JPG]]


:: 1. '''Current User(1)''' - displays the name of the user currently logged into Epiphany.
:; Current User (1)
:: 2. '''Shortcuts(2)''' - toggles shortcuts (on and off) to commonly used screens.
:: Displays the name of the user currently logged into Epiphany.
:: 3. '''Server or Computer Name (3)''' – displays the name of the server or the computer currently being used to access Epiphany
:; Shortcuts (2)
:: 4. '''Record ID (4)''' – displays the internal unique ID of the record currently displayed
:: Toggles shortcuts (on and off) to commonly used screens.
:: 5. '''Record Count (5)''' – displays the number of records in the current Filter or Table of records
:; Server or Computer Name (3)
:: 6. '''Unfiltered (6)''' – displays number of filtered records when a filter is in place (when filtered this will toggle to '''FILTERED SCREEN''')  
:: Displays the name of the server or the computer currently being used to access Epiphany
:: 7. '''No Reason (7)''' – allows for entering a reason changes are being made to a record and records the reason within its history records. Generally, no longer used as Notes are now used.
:; Record ID (4)
:: 8. '''Notification (8)''' – displays current notifications in system for current user to take action on.
:: Displays the internal unique ID of the record currently displayed
:: 9. '''Widgets(9)''' - displays Widget control to create shortcuts to screens and widgets.
:; Record Count (5)
:: Displays the number of records in the current Filter or Table of records
:; Unfiltered (6)
:: Displays number of filtered records when a filter is in place (when filtered this will toggle to '''FILTERED SCREEN''')  
:; No Reason (7)
:: Allows for entering a reason changes are being made to a record and records the reason within its history records. Generally, no longer used as Notes are now used.
:; Notification (8)
:: Displays current notifications in system for current user to take action on.
:; Widgets (9)
:: Displays Widget control to create shortcuts to screens and widgets.
:::*Shortcuts to screens are easily created
:::*Shortcuts to screens are easily created
::::*Be on the screen you want to create a shortcut to
::::*Be on the screen you want to create a shortcut to
Line 91: Line 169:
::::*Click [[File:AddShortcut.png]]  
::::*Click [[File:AddShortcut.png]]  
::::*Click Yes
::::*Click Yes
:: 10. '''Theme(10)''' - allows user to change the color scheme and landing screen.
:; Theme (10)
:: 11. '''Zoom(11)''' - allows the user to change the zoom percentage of Epiphany.
:: Allows user to change the color scheme and landing screen.
:: 12. '''Database Name(12)''' - displays the name of the database you are currently accessing.  If you have access to more than one Epiphany database, you can double-click this field to switch to another database.
:; Zoom (11)
:: Allows the user to change the zoom percentage of Epiphany.
:; Database Name (12)
:: Displays the name of the database you are currently accessing.  If you have access to more than one Epiphany database, you can double-click this field to switch to another database.


=== Common Screens ===
== Flex Screen Lookup ==
:; Tool Bar [[File:LookupToolbar.png]]
::* Text field - standard search
::* [[File:Filter.png]] = filter on selected search criteria
::* Select Record -- opens record selected/highlighted
::* [[File:ActiveRecords.png]] = active records (toggle to show both Active & Inactive records)
::* [[File:AdvancedSearch.png]] = E-MC2 allows for advanced search (search on any portion of selected field)
::* [[File:RecordID.png]] = displays unique Record ID
::* [[File:SearchByCategory.png]] = search by category then by record by expanding category
::* [[File:Refresh.png]] = refreshes records displayed
::* [[File:Clear.png]]  = closes Flex Screen Lookup without selecting record
::* [[File:Favorites.png]] = displays records you have added to your Favorites list
::* [[File:AddNewRecord.png]] = allows user to add the text in search field box as a new record in the database (must have rights to “add on fly”)
::* [[File:Ascending.png]] and [[File:Descending.png]] = toggles sort order between Ascending/Descending
:; Normal behavior
::* Settings
::** Default order of columns displayed
::* Expanding [[File:Expand.png]]
::* Sorting
::** Select Column to sort on
::** Ascending
::** Descending
:; Additional behavior
:: [[File:RightClickColumnHeader.png|left]]
:::::::::::::* Right-click on Column Header in a grid (vs. Record)
::::::::::::::* Sorting
:::::::::::::::* Left-click Column Header Name to sort
::::::::::::::::* Ascending/descending Toggle [[File:Ascending.png]] or [[File:Descending.png]] 
::::::::::::::* Scroll Set / Clear
:::::::::::::::* Left to right scrolling of columns
:::::::::::::::*  Clears on close
 
 
 
 
 
 
 
 
 
 
 
:: [[File:RightClickRecord.png|left]]
:::::::::::::* Right-click on Record in a grid (vs. Column Header)
::::::::::::::* Copy / Paste
::::::::::::::* Moves records in a grid (sets priority only for categorized items)
::::::::::::::* Favorites (Add/remove) – adds record to Favorites list and displays on default Lookup screen (user preference)
::::::::::::::* Colors – color code records in a grid (user preference)
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
:: [[File:RightClickTableProperties.png|left]]
:::::::::::::* Right-click Table Properties [[File:Expand2.png]] or [[File:Expand.png]] 
::::::::::::::* Show… (temporary; doesn’t save in layout)
:::::::::::::::* IDs
:::::::::::::::* Relationship Types
:::::::::::::::* Priorities
::::::::::::::* Favorites Mode – displays only records added as a Favorite (*)
::::::::::::::* Show Row Lines – will show horizontal grid lines
::::::::::::::* Show Column Lines – will show vertical grid lines (user preference)
::::::::::::::* Save Layout (column order & width; per user; does not change default lookup field)
::::::::::::::* Save Layout Filters
::::::::::::::* Default Layout – reset to default layout
::::::::::::::* Export to File
::::::::::::::* Graph
 
 
 
 
 
== Relationships ==
:; Navigating and Understanding
::* Links two records together
::* Fields with lookups (FlexScreen Lookup) create links to related record
::* Hover mouse to see number of related records [[File:RelatedRecordsHover.png]] 
::** The first number is the record currently displayed in the field and the second number is the total number of related records of the same type
::** To add or remove relationships you must be in Edit mode.[[File:AddRemove.png]] 
::*** + allows for adding additional related records of the same type
::*** - = removes relationship of displayed related record
::** Double-clicking a related record moves user to that record information
::** Note:  IMPORTANT to never type over information; you will delete information or change that record in the database (there is no Undo)
 
== Common Screens ==


'''Title Screen''' - displays the Epiphany application with your Company Logo.<br>
'''Title Screen''' - displays the Epiphany application with your Company Logo.<br>


'''Person Screen''' - consists of all contacts in your database.
'''[[Screens:Person|Person]]'''
:1. Tabs
 
::* Main – person demographics
::* Addresses – displays all addresses related to person record
::* Other – Additional information related to person record
::* Security – security credentials and level of access rights to Epiphany
::* Credit Card – stores credit card information for billing
::* Inv History – displays invoice history related to person record
::* AR History – displays AR history related to person record
::* AR Payments – displays AR payments related to person record
::* AP History – displays the AR invoices related to person record
::* Open Orders – displays open order in Epiphany related to person record
::* Class Entry – displays classes related to person record
::* Class History – displays history of classes attended
::* Activity – displays any activity logs related to person record
::* Acct Defaults – displays the default billing options related to person record
::* Security Basic – displays basic security to allow for password resets
:2. Top Section (Main Tab)
::* Person’s first name, last name, middle initial
::*  [[File:OutlookSync.png]]-- Turns on Outlook Sync to sync this record to your Outlook Contacts
::* Birthdate
::* Sex
::* Category – link to category(ies) for data filtering and categorizing
::* Fingerprint – register person’s fingerprints with compatible fingerprint device
:::[[File:FingerprintRegistration.png]]
::* Active Flag – Active is the default when adding a new person; uncheck this box if person becomes inactive
::* Employee Flag – check this box if the person is an employee of your company
:3. Contact Information(Main Tab)
::* Address information (Street, City, State and Zip)
::* Email Addresses and descriptions
::* Phone numbers and descriptions
::* Send – opens a new email and places the email addresses in the “To” field (requires compatible email client software)
:4. Company Affiliations(Company/Position) - link related person to company and position
:5. Family - link family members to related person record
:6. Photo – insert photo image of person
:7. Print Label – print an address label to compatible printer for selected person record
:8. (Filtered) – prints address labels for all records when person screen is filtered
:9. Contact Person – displays contact at that address
'''Company Screen''' - consists of all companies in your database
'''Company Screen''' - consists of all companies in your database
:1. Tabs
:1. Tabs
Line 236: Line 376:
:5. Project View – displays project timelines
:5. Project View – displays project timelines
:6. Mileage Log – displays mileage
:6. Mileage Log – displays mileage
'''Flex Screen Lookup'''
:1. Tool Bar [[File:LookupToolbar.png]]
::* Text field - standard search
::* [[File:Filter.png]] = filter on selected search criteria
::* Select Record -- opens record selected/highlighted
::* [[File:ActiveRecords.png]] = active records (toggle to show both Active & Inactive records)
::* [[File:AdvancedSearch.png]] = E-MC2 allows for advanced search (search on any portion of selected field)
::* [[File:RecordID.png]] = displays unique Record ID
::* [[File:SearchByCategory.png]] = search by category then by record by expanding category
::* [[File:Refresh.png]] = refreshes records displayed
::* [[File:Clear.png]]  = closes Flex Screen Lookup without selecting record
::* [[File:Favorites.png]] = displays records you have added to your Favorites list
::* [[File:AddNewRecord.png]] = allows user to add the text in search field box as a new record in the database (must have rights to “add on fly”)
::* [[File:Ascending.png]] and [[File:Descending.png]] = toggles sort order between Ascending/Descending
:2. Normal behavior
::* Settings
::** Default order of columns displayed
::* Expanding [[File:Expand.png]]
::* Sorting
::** Select Column to sort on
::** Ascending
::** Descending
:3. Additional behavior
:: [[File:RightClickColumnHeader.png|left]]
:::::::::::::* Right-click on Column Header in a grid (vs. Record)
::::::::::::::* Sorting
:::::::::::::::* Left-click Column Header Name to sort
::::::::::::::::* Ascending/descending Toggle [[File:Ascending.png]] or [[File:Descending.png]] 
::::::::::::::* Scroll Set / Clear
:::::::::::::::* Left to right scrolling of columns
:::::::::::::::*  Clears on close
:: [[File:RightClickRecord.png|left]]
:::::::::::::* Right-click on Record in a grid (vs. Column Header)
::::::::::::::* Copy / Paste
::::::::::::::* Moves records in a grid (sets priority only for categorized items)
::::::::::::::* Favorites (Add/remove) – adds record to Favorites list and displays on default Lookup screen (user preference)
::::::::::::::* Colors – color code records in a grid (user preference)
:: [[File:RightClickTableProperties.png|left]]
:::::::::::::* Right-click Table Properties [[File:Expand2.png]] or [[File:Expand.png]] 
::::::::::::::* Show… (temporary; doesn’t save in layout)
:::::::::::::::* IDs
:::::::::::::::* Relationship Types
:::::::::::::::* Priorities
::::::::::::::* Favorites Mode – displays only records added as a Favorite (*)
::::::::::::::* Show Row Lines – will show horizontal grid lines
::::::::::::::* Show Column Lines – will show vertical grid lines (user preference)
::::::::::::::* Save Layout (column order & width; per user; does not change default lookup field)
::::::::::::::* Save Layout Filters
::::::::::::::* Default Layout – reset to default layout
::::::::::::::* Export to File
::::::::::::::* Graph
'''Relationships'''
:'''Navigating and Understanding'''
:* Links two records together
:* Fields with lookups (FlexScreen Lookup) create links to related record
:* Hover mouse to see number of related records [[File:RelatedRecordsHover.png]] 
:** The first number is the record currently displayed in the field and the second number is the total number of related records of the same type
:** To add or remove relationships you must be in Edit mode.[[File:AddRemove.png]] 
:*** + allows for adding additional related records of the same type
:*** - = removes relationship of displayed related record
:** Double-clicking a related record moves user to that record information
:** Note:  IMPORTANT to never type over information; you will delete information or change that record in the database (there is no Undo)
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