Users Detail View
Use this form and its tabs to define information about a single user.
| Field | Description |
|---|---|
| Find User | At the top of the Users Detail View, enter a partial or complete name or user ID in the Find User field to find and select an existing record or set of records that you want to view or edit. You can also click the filter drop-down arrow on the left side of the field to search for all available users. The application searches for entries in the following fields: First Name, Last Name, User ID. For more information, see Use the Find Field. |
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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 User | Click this button to add a user to the Users form. Enter information for the user on the various tabs on Users Detail View. |
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Click this icon to display the Users List View. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. 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. You can also export the data in the gird as a .CSV file and download it. For more information about the common buttons and options and how they function, see Learning the Basics . |
| Other Actions | You can copy, export, or delete users by clicking this drop-down menu and selecting the corresponding option. For more information, see Other Actions Drop-Down Menu. |
| Save | This button only displays when you make changes to a record, replacing Other Actions. Click it when you are done with changes. |
| User ID |
When you select an existing user to view on the Users form, the user ID displays at the top of the form below the form header. |
| Last modified date, time, and user |
The last modified date, time, and user name display below the User ID to indicate when the corresponding record was last modified 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. |
| Save | This button only displays when you make changes to a record. Click it when you are done with changes. |
| Tabs | Use these tabs to set up detailed information for new users:
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