Actions Bar

Use the options on the Actions bar to perform actions that apply to the current hub and record. The options that display depend on the active hub and the type of view, Detail or List, that is in use.

Contents

Following are the more common options on the Actions bar and Other Actions menu; refer to the appropriate area of the online help for specific information.

Field	Description
Edit	Select this option to open the form and make changes to the summary and overview information for the currently selected record.
Save	If you are in Edit Mode, use this option to save your changes.
Cancel	If you are in Edit Mode, use this option to cancel your changes.
Copy	Select this option to copy and modify the current record to create a new record. Be sure to specify a unique name for the new record. When you copy a record with attached documents, DPS does not copy the documents to the new record.
Export	Select this option to export records to a .CSV file format. You must be in List View to export records. The export function is disabled if you are in Detail View. You have the option of selecting a subset of records or all records for export to the .CSV file.
Design	If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.
Add Touchpoint	Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Delete	Select this option to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it.
Print Report	Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information.