Manual:Basics: Difference between revisions

Line 64:

::*'''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.

- '''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.

'''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><br>

[[File:RelationshipsBar.png]]

:: 1. '''Relationships'''- shows all records related to the current record displayed.

:: 2. '''Notes''' - allows the capability to attach notes as well as view existing notes related to a record.

:: 3. '''Documents''' - allows the capability to view all documents related to the current record.

:: 4. '''Approvals''' - allows for reviewing and/or signing electronic documents. Used anytime an electronic signature needs to be captured.

:: 5. '''Tasks''' - displays any active Tasks related to the selected record.

:: 6. '''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.

:: 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.

@@ Line 64: / Line 64: @@
 ::*'''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.
-- '''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.
+'''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><br>
 [[File:RelationshipsBar.png]]
 :: 1. '''Relationships'''- shows all records related to the current record displayed.
+:: 2. '''Notes''' - allows the capability to attach notes as well as view existing notes related to a record.
+:: 3. '''Documents''' - allows the capability to view all documents related to the current record.
+:: 4. '''Approvals''' - allows for reviewing and/or signing electronic documents.  Used anytime an electronic signature needs to be captured.
+:: 5. '''Tasks''' - displays any active Tasks related to the selected record.
+:: 6. '''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.
+:: 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.

Manual:Basics: Difference between revisions

Jgerard (talk | contribs)