Application Toolbar

The application toolbar contains commands and options that are applicable to the transaction you are currently performing. The commands include New, Delete, Query, and many more.

Not all menu and toolbar functions are available for all applications. Functions that are unavailable for a given application do not display.

Application Toolbar

The application toolbar contains items to manipulate database tables and records.

Menu Option	Function
New (F2)	Click New  to enter a new record on the screen in either Form or Table View.
Delete (Ctrl+Delete)	Click Delete to mark the current record for deletion from both the database and from the Query result set. When you click Delete for a record displayed in Table View, displays in the far left column for that record, while in Form View, the displays on the upper left side corner of the application. This indicates that the record is flagged for deletion the next time you save your work to the database.
Undelete	Click Undelete to undo your most recent deletion. The "marked for deletion" indicator, , no longer displays in the far left column. This option displays only if there is a record marked for deletion. After you mark a particular record for deletion and then click Save, you can no longer undelete that record.
Copy (Ctrl+E)	Click on the Copy button and select Copy Record to duplicate a record but not its child records. Select this option if you want to duplicate only one level of a record (at any level). The other available options are: Copy Data to Insert into Excel: Use this option to copy the record to Microsoft Excel. Copy Data to Paste into New Record(s): Select this to copy the record as another parent record. Paste Data: Select this if you just copied a record and want to paste it as a new record.
Attach	Click Attach to attach a document to the currently selected record. Click and select View Linked Content Files to open the Linked Content Files subtask where you can maintain, view, and delete attachments.
Query (F11)	Click Query to populate an application with a result set of database records that are maintained by that application. You can place filters on the query to limit the result set to those records meeting specified selection criteria. For form-type maintenance screens, select Query to set up a data query and define parameters for your database search. Use the Find tab to narrow your search. Use the Sort tab to specify the order in which they should be sorted. Click the Find button to display the result set. You can also see saved queries on the Saved Queries tab.
First (Ctrl+Up arrow)	Click to retrieve and display the first record in the database. In Table View, this is the first row on the main screen or subtask.
Previous (Ctrl+Left arrow)	Click to retrieve and display the prior record in the database. This would be the record immediately before the one currently displayed.
Next (Ctrl+Right arrow)	Click to retrieve and display the next record in the database. This would be the record immediately following the one currently displayed.
Toggle View (Alt+T)	After you create a new record by cloning an existing record, use in Form View to switch back and forth between the new record and the existing record.
Last (Ctrl+Down Arrow)	Click to retrieve and display the final record in the database. In Table View, this is the last row on the main screen or subtask.
Switch to Table/Form View (CTRL+M)	Click  from the Application Toolbar to toggle between the Table View and Form View.
Find	Enter text in the Find field to locate records in applications and subtasks.
Select This Record Deselect This Record	Click to select the current record. Click to deselect the current record. These options display only in Form View.
Save Criteria	Use this option to save the current filter criteria in an application. This option is only available in some applications.
Maximize	Click to maximize the size of the application screen.
Minimize	Click to minimize the size of the application screen.
Close	Click to close the current application.