Header Fields for the Security Roles Form

Use the header fields above the Actions bar to search for existing roles, to add new roles, select records, build new searches or ad hoc searches, or switch between list and detailed views. Header fields are generally available, whichever tab is currently selected.

Contents

Field	Description
Find role	At the top of the Roles form, enter either a complete or partial name or number in the Find role lookup field to find and select an existing role that you want to view or edit. Your current record selection will be preserved if you switch to another application and then return to this form. 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, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. 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 () 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. 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 Searches list	To filter the list of roles, 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 displays 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 an ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. All: Display a list of all records (both active and inactive). My Searches: Display a list of roles 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: Display a list of role records based on a search 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 Searches: Display a list of role records 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 search for role records. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use Advanced Search to search by all available Contacts hub grids and fields (including, standard and user-defined grids), 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 the Projects hub is displayed. + New Search: Click this option to create a new search for role 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.
	When you are working in detail view, switch to list view by clicking the List View icon in the Search Navigation Controls at the top of the form. In list view, fields are displayed in columns in a grid on the form. You can view multiple records at the same time, with each row in the grid displaying information for a single record. This makes it easy to compare and update multiple records because you do not have to open records individually. To add or remove columns, or to change the order of the columns in the grid, click 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. 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.
	When you are working in list view, switch to detail view by clicking the Detail View icon in the Search Navigation Controls. In detail view, fields for a single record are displayed on the form, typically on one or more tabs. This is the default view when you first open the application and 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.
+ New Role	Click this option to add a new security role. Enter information for the security role on the tabs of this form.
Role Name	This field displays below the roles search fields when you do either of the following: You click + New Role to create a new security role. Enter the name of the new role in this field. You select an existing role using the search fields. The name of the role that you selected is displayed.
Last modified	These fields, located below the role name, display the date on which the information was most recently 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.