Header Fields for the Account Tables Form

Use the header fields above the Actions bar to search for account tables, create a new account table, enter the name of a new account table, or switch between list and detailed views. Header fields are generally available, whichever tab is currently selected.

Contents

Field	Description
Find account group table	At the top of the Account Tables form, enter either a complete or partial name or number in the Find account group table lookup field to find and select an existing account group table 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.
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 () 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 search types vary, depending on the active hub or application form. When you add new records in most hub and application forms, you can easily group and track them from the Search Navigation Control in detail view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays both a saved confirmation message and the New Records label () that appears in the Saved Search control. As you add new records, Vantagepoint orders the records 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 or search on the hub or application form or navigate away from the form, you lose the ability to view and track the new records. The New Records label then 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 account group tables, 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. Active: Select from a list of all account group tables to which you have access. All: Select from a list of all account group tables to which you have access. My Searches: Select a search from this folder to display a list of account group tables search for future use. Shared Searches: Select a search from this folder to display a list of account group tables 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 Search: Select a search from this folder to display a list of account group tables 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. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. 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 account group tables. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including, standard and user-defined grid fields), 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.
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 Account Group Table	Click this option to add a new account group table. Enter information for the table on the form.
Name	Enter a name to identify this account table at the upper left of the form or click to edit an existing name. This table name displays as a choice for your General Ledger reports.