Action Bar

The Action Bar is a small toolbar at the top of the screen that provides quick access to key actions relevant to the task or transaction you are performing.

By default, the Action Bar is hidden when you scroll down, giving you more room to view content.

Click (Pin toolbar) to keep the Action Bar visible at the top of the screen. In this mode, it dynamically adjusts its size during scrolling.

Click (Switch to full screen mode) to enlarge your view to full screen. To exit this mode, click again or press Esc on your keyboard.

Option	Function
Execute	Select this option to populate the table window. Costpoint uses the filtering conditions you entered on the top screen. If you have not yet entered data (for example, when you have just opened the application), you can click Execute to retrieve all available database rows permitted by the business rules. Execute is displayed on the Action Bar only when this action is available for the open application. It remains hidden when there is no data to retrieve or when execution is not applicable.
Clone	Select this option to create a new record containing the same information as an existing record. After you create a new record by cloning an existing record, you can edit the data in the new record. Use the Toggle View option on the Application Toolbar to switch back and forth between the new record and the existing record. Clone is displayed on the Action Bar only when this action is available for the open application. It remains hidden when there is no data to retrieve or when clone is not applicable.
Actions	Select this option to launch the default action in the current result set. For example, when running an import screen, click this option to initiate the import process. Click to access available actions for the current result set. The first action in the list is the default action.
	Select the Refresh icon to display a submenu with four options. These options enable you to refresh all or part of an application. As long as you have not saved your changes, refreshing an application returns it to the state it was in when you opened it. Clear All: Use this option to do the following: Cancel all edits you made since opening the application. Restart the application. Changes made to your queried data since opening the application are deleted, and your session is restarted. Refresh All: Use this option to do the following: Cancel all edits made in the current application. Re-execute all current queries for all currently opened screens within the application. Only previously executed queries from the current session are restarted. Refresh Subtask: Use this option to refresh the current subtask. This deletes all edits for a single document that you have made both under that subtask and its subordinate subtasks. Data on the header record and on other subtasks do not refresh. This option is available only within a subtask. Refresh Document: Use this option to refresh the currently selected document. Costpoint refreshes the data on the current header row and all its supporting details. Costpoint removes all previous edits. This option applies to documents (header records) only. You cannot refresh a new row since it does not yet exist in the database. This option is enabled only for the top level, at the root of the document. This option is disabled for subtasks.
Save	Select this option to save your changes and remain on the current record, allowing you to continue editing it. This button's background color aligns with the company's theme.
Save & Next	Select this option to save your changes and automatically move to a new record. By default, the Action Bar displays the Save option. Click beside the Save option to select Save & Next.