User-Defined Hubs
Your administrator can use the Screen Designer to create and add customized user-defined hubs in Vantagepoint.
User-defined hubs can include custom tabs, fields, and grids. Each user-defined hub includes an Overview tab by default. You can delete the Overview tab if there are no fields on the tab.
See the Add a User-Defined Hub help topic for more information.
Header Fields
| Field | Description |
|---|---|
| Find user-defined hub | At the top of a user-defined hub form, enter a partial or complete name or number in this lookup field to find and select an existing user-defined hub record that you want to view or edit.
Your current record selection will be preserved even if you switch from one hub to another. For example, if you are working in the Projects hub and then switch from that hub to another, when you return to the Projects hub, your current project 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 ( On the Saved Search control ( When you add new records via most hub and application forms, you can easily group and track the records using the Search Navigation Control in detail view and in list view. On the active form, click the
+ New <record> button, complete the required information for each new record, and then click
Save.
Vantagepoint displays a saved confirmation message and the
New Records label ( When you access a different field, search on the hub or application form, or navigate away from the form, the
New Records label reverts to the Saved Search control ( For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records. |
| Saved Search List | To filter the list of user-defined hubs, select one of the following search types:
|
x of
x
|
Use these arrow icons to scroll through the records in the search results and display 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. |
|
Click the
List View icon to see the list view of the form. 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, update, and save multiple records at one time because you do not have to open individual records.
To add or remove columns, or to change the order of the columns in the grid, click
For information about selecting columns, see Select Columns for a Grid. Each grid toolbar also provides access to options for printing grid data, exporting data, and grouping by column. To maximize a grid to a full-screen display, click
For more information about working in list view, see Use List View. You can also enable the Explicit Save in List View (Opt-In Available) feature (). This feature disables the auto-save feature and enables you, while working in list view, to quickly update grid column information for multiple records. To save your changes, click the Save button. You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Feature Overview. After all validated record changes are saved, a success message appears in the title bar. For deleted records, a confirmation message appears prompting you to either select Delete or Cancel. When one or more records fail, Vantagepoint displays a dialog box that contains a list of all the invalidated records that may provide error descriptions and suggestions on how to correct errors. For more information, see Saving Your Work and Enable the Explicit Save in List View Opt-In Feature. With the appropriate security role access, you can use also the Bulk Update feature when you are working in list view. This enables you to edit multiple hub records that require the same update with one action. For example, if the supervisor for a group of employees is changing, use the Bulk Update option in the Employees hub to change all of the employee records at one time. For more information, see Use Bulk Update to Update Multiple Records. Important: When you select the Bulk Update option, all saved records are permanently updated in your database. To reverse these updates, you must manually roll back each record. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View. |
|
Click the Detail View icon to view and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, detail view is used by default when you open hub forms and some other application forms. This is the view described in most help topics. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View. |
)
)
), click
to display the
) is added in the Saved Search control. As you add new records, they are ordered sequentially. You can use the paging control to review and edit each new record on the active hub or application form.
icon to display the Edit Search dialog box. Click
to the right of the grid and use the Select Columns dialog box.
. This expanded view reduces the need to scroll through long lists of records. Click this option again to return to the standard grid display. For more information, see
Actions Bar
Use options on the Actions bar of the User-Defined Hub form for actions that you routinely perform, such as copying a record, adding a touchpoint, or exporting the contents of a record.
Click the options on the Actions bar to access commonly performed actions.
| Field | Description |
|---|---|
| Find Field | On the
Actions bar or
Other Actions menu, select this option 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. |
| Copy | Select this option to copy the current record; you can then modify the copy to create a record of the same type (such as a project or employee record). Be sure to specify a unique name for the new record. When you copy a record with attached documents, Vantagepoint does not copy the documents to the new record. |
| 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 enables you to 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.
|
| 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. |
| Select this option to display the Print Options menu. Depending on which option you select, Vantagepoint displays either the Reporting dialog box or the search dialog box. You can then specify the record or record selection to be included in the report before generating and printing the report. See Select a Print Option to Print Records for a Report for more information. |
to return all available fields. The number of matches found displays below the Find Field Caption/ID search field. For example, Files Found: 5 indicates that 5 associated fields were located.
or
to page through the results on the hub forms and tabs. As you page through the field results, the hub form locates and then highlights either a specific form field or the grid, lookup, or drop-down list that contains the specified field record.