Manual:Basics: Difference between revisions

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[[Category:Basics]]

__TOC__

== Flex Screen ==

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: Found to the right of the Print button; prints the report to screen first for review prior to printing.

====[[File:ActiveRecords.png]] Active Records====

: by default shows only active records... This is a toggle button and can toggle to show all records or only Active Records.

: By default shows only active records... This is a toggle button and can toggle to show all records or only Active Records.

====[[File:Filter.png]] Filter====

~~: allows~~ the records to be filtered by any standard field on the current screen.

Allows the records to be filtered by any standard field on the current screen.

#Starting with the first field you want to filter on, right-click the data field and select Filter By from the menu. The field will automatically populate the Filtered Fields grid of the Filter Flex Grid.

#To select a different Search Value, click the Search 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 Search Value field.

#Click the Submit Filter 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 FILTERED SCREEN.

#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 Close and Clear Filter.

If you are trying to filter based on an "OR" statement, after selecting all the fields using the above steps, in the Condition String below the Filtered Fields, replace AND where needed with OR.

====[[File:FilterPresets.png]] Filter Presets====

~~: to~~ the right of the Filter icon allows the use of saved Filters or removes the current filter to display all records.

To the right of the Filter icon allows the use of saved Filters or removes the current filter to display all records.

To save a Filter Preset, once you have created your filter, from the Filter Flex Grid showing all Filtered Fields, at the top left in the Presets 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.

====[[File:CaptureImage.png]] Capture Image====

: ~~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.

: 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.

====[[File:AttachFile.png]] Attach File====

: ~~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.

: 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.

====[[File:OtherActions.png]] Other Actions====

: ~~allows~~ access to several other actions available if definitions have been created.

: Allows access to several other actions available if definitions have been created.

:*Duplicate Filter

:*Review Duplicate Records

:*Duplicate Record

:*Export Data: Exports data to a file.

:*Copy Record: 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.

:*Mail Merge

:*Change All Filtered Records: From within a filtered screen, this allows the ability to update a specific field containing same data to all of the filtered records.

:*Open Shortcut

:*Save Record Shortcut: Creates a shortcut that can be saved to the local computer for quick access to a specific record.

:*Save Screen Shortcut: Creates a shortcut that can be saved to the local computer for quick access to a specific screen.

====[[File:Notifications.png]] Notifications====

: 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.

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: allows a user to do a global search. The Search Results returned indicate which tables the string of data appears.

====[[File:Pin.png]] Pin====

: ~~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.

: 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===

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+[[Category:Basics]]
 __TOC__
 == Flex Screen ==
@@ Line 73: / Line 74: @@
 : Found to the right of the Print button; prints the report to screen first for review prior to printing.
 ====<p style="color:Gray">[[File:ActiveRecords.png]] Active Records</p>====
-: by default shows only active records...  This is a toggle button and can toggle to show all records or only Active Records.<br>
+: By default shows only active records...  This is a toggle button and can toggle to show all records or only Active Records.<br>
 ====<p style="color:Gray">[[File:Filter.png]] Filter</p>====
-: allows the records to be filtered by any standard field on the current screen.<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 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>
+: 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>
+: 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>
+: 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.
@@ Line 93: / Line 120: @@
 : 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.
+: 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===

Manual:Basics: Difference between revisions

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