Header Fields for the Banks Settings Form

Use the header fields above the Actions bar to search for existing bank codes, add new bank codes, or switch between list and detailed views. Header fields are generally available, whichever tab is currently selected.

Contents

Field	Description
Find bank code	At the top of the Banks form, enter a partial or complete name or number in the Find bank code lookup field to find and select an existing record that you want to view or edit. Your current record selection will be preserved for the active Hub or application even if you switch from one Hub to another. For example, if you are working in the Activities hub and then switch from that hub to another, when you return to the Activities hub, your most current record selection is still available. For information about creating and using searches, see the Search Vantagepoint help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared searches, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference and Components of a Search.
Saved Searches list	To filter the list of bank codes, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection in Saved Search. Active: Display a list of all active bank codes to which you have access. All: Display a list of all bank code records (both active and inactive). My Searches: Display a list of bank codes based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select a search from this folder to display a list of bank codes shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Select a search from this folder to display a list of bank codes 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. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. 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: Click this option to create a new search for bank code records. Use both basic and advanced search features on the New Search dialog box to refine search criteria. You also can use the advanced search feature to build and edit more complex searches, such as SQL Where Clause searches. If you have rights to edit the search, click the icon to display the Edit Search dialog box.
x of x	Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
	On the Search Navigation Controls at the top of the form, click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form. 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. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens 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 switch to list view, you can click the Switch to Detail View icon to switch back to the detailed view of the form. In detail view, all selected fields are displayed on the form. This is the default view when you first open the application. Subsequently, the view that was active when you closed the application is the one that displays when you open it again. Detail view is the view that is described in the Help.
+ New Bank Code	Click this option to add a new bank code. Enter information for the code on the tabs of this form.
Name	Enter the name of the bank code at the upper left of the form, or click to edit an existing name. If you are using multiple companies, the name of the active company displays below the name of the record.