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You can save links to frequently viewed objects to your favorites.
Figure 10: favorites list
To add an item to your favorites:
To remove from favorites:
The favorites list has its own toolbar and context menu.
|Sort your favorites alphabetically.|
|Sort your favorites by object type.|
|Delete all favorites.|
|Delete selected favorites.|
|Context Menu Item||Meaning|
|Open on new tab||The object is opened in a new form in the document view.|
|Search...||The system looks for objects in the favorites list.|
|Task||A submenu shows all the tasks that are available for the selected object. Select one of the tasks to open the relevant form.|
Show other properties of the active object. This menu item is only available in expert mode.
When you select an object in the result list, the first available form is displayed in document view. As a minimum, the following forms are displayed for each editable object:
This form is used only to display selected data for an object.
Use this form to change the object data.
Every form has a form tab bar that displays the selected object according to a set display template. Objects that were marked as "pending" in the synchronization process are now labeled [Outstanding].
Every form has a context menu with form-specific entries. In expert mode, go to Settings... on the form's context menu to see more object settings and the permissions.
Figure 11: Form
To open the forms for an object:
To display multiple forms in the document view:
This means that you can quickly switch between objects without having to reload the object from the list again. The forms stay open when you switch between categories.
To close the forms:
By default, an object‘s overview form is displayed first. You can, however, configure the program to show the edit form for the object first, which allows faster editing.
To enable quick edit mode:
It is only possible to quick edit the selected object.
Restart the program to enable quick edit mode.
Quick edit mode remains enabled even if you restart the program.
The status bar in the Manager also shows the following information when you open a form:
Tip: Double-click the name in the status bar to copy the object definition and the form name to the clipboard.
The forms use different controls and functions.
Form elements are used to display the information in the overview forms.
Figure 12: Example of Elements in an Overview Form
The display text of the menu item, the display text for the objects to be shown and the menu item icon are displayed in the header of a form element. Other data represents the object properties and values. There is a tooltip for each property showing a description for use. Some form element entries are highlighted in color when you click on them with the mouse. You can jump to the referenced object by clicking on the entry with the mouse.
If the form element is used for mapping lists, the items are displayed with their names.The number of items is shown in the form element header. There is an icon in the header for showing and hiding the items. There is an icon in the header for showing and hiding the items. A tooltip is also shown for the list items.
|Show list items.|
|Hide list items.|
NOTE: Objects marker for deletion are struck through on the overview form.
Input fields are used to edit strings, numbers and dates. A default context menu is available for input fields. Mandatory input fields are marked with a triangle . Whether an input field is mandatory or not depends on the minimum column length defined in the model tables. Other mandatory fields are defined in the customizers.
Figure 13: Input field with mandatory field
Tip: You can enlarge input fields to add multiple rows of text by pressing Ctrl + Alt + Enter.