Boilerplates Form

Use the Boilerplates form and its tabs to enter, view, and edit information for each boilerplate that your company or enterprise uses.

Contents

Field	Description
Search	Use the search field above the boilerplate name to search for and select the boilerplate that you want to review or edit. To refine the results set, click the search filter drop-down arrow and select a standard, legacy, personal, or shared search: Active: Display a list of active boilerplates. All: Display a list of all boilerplates (both active and inactive). Legacy Searches: Display a list of boilerplates based on a saved search from previous versions of the application or from legacy systems. Click the icon to display the Edit Search dialog box. Click Delete and Start Over to recreate this legacy search using the New Search dialog box. My Searches :Display a list of boilerplates that are not shared with others. Click the icon to display the Edit Search dialog box. Shared Searches:Display a list of boilerplates shared with other team members or roles. If you have rights to edit the saved search, click the icon to display the Edit Search dialog box. You can then update the shared search for future use by you and any designated team members or roles. SQL Where Clause Searches: Display a list of boilerplates based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for boilerplates. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by nearly any available Boilerplates hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New Boilerplate	Click this option to open the Boilerplate form and add a new boilerplate record. This option is available if your security role has the access rights required for adding records.
Name	After you add a new boilerplate record, the boilerplate's name displays above the tabs. If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click .
Last modified by	These fields, located below the boilerplate's name, display the date the boilerplate information was last changed and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays.
	Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click to the right of the grid and use the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system.