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Small Lookup, Add or Edit

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The Small Lookup screen is a DataView screen offering Detail Display with a Search Panel to help you find the desired record. All the Select Box and Lists and Tables screens use this format.

With large lists you can use additional DataView Menu Functions to sort and select during your search. For instance you could use a Group By Box to cluster entries into different types and categories.

Note: By default, the search is for active records only. To include inactive records in the search, uncheck Only Active on the top of the lookup.

To add or change a record on the Small Lookup screen (See also, Keyboard Shortcuts):

To add a new entry, click New (the Blank Sheet Icon) at the bottom center
To maintain an existing entry
Click to select an entry, then click Edit (the Pencil Icon) at the bottom center
Or, double-click a detail line to directly open the Details maintenance screen
The Details maintenance screen will appear where you can add information for a new entry or change an existing one

At the bottom center of the screen are three Icons:

Edit - The Pencil Icon brings up the currently selected entry for changes
New - The Blank Sheet Icon leads directly to the screen for creating a new entry
Close - The Close-Book Icon will exit the Lookup screen

 


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