Actions Bar for the Estimates Form
Use the Actions bar on the Estimates form as a shortcut to actions you routinely perform using that form.
Actions
Use the options on the Actions bar to access commonly performed actions.
| Field | Description |
|---|---|
| Find Field |
Select this action to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists. In the
Find Field, enter a partial or complete name or number and click
When multiple matches are found, click
For more information, see Find a Field on a Hub Form. |
| Add Touchpoint |
Select this action to add a touchpoint, a simple activity such as a meeting or a phone call, for the current record. |
| Project Settings |
Select this action to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure. |
to return all available fields. The number of matches found displays below the search field.
or
to page through the results on the form and its tabs. As you page through the field results, the hub form highlights a specific form field or the grid, lookup, or drop-down list that contains the specified field record.
