Form Title Bar

Shows the title of the current form.

If you are on a data entry form or a form used to create a class, you can click the form title to navigate to the list of records of this type. For example, if you are viewing a particular customer, you click this button to view the list of customers defined in the system, and if you are viewing a particular customer class, you click this button to view the list of customer classes defined in the system.

For all other forms, clicking the form title causes the system to refresh the form.

For a data entry form or class form, shows the form subtitle, which represents the ID and name, description, or additional information about the specific record.

For a new record, the system may display New Record as the subtitle. If the form boxes used for creating a caption are populated when the form is opened, the system will display the limited record details. For example, if you initiate the creation of a AP bill on the Bills and Adjustments (AP301000) form, the system will display Bill as the form subtitle because the required Type box is filled by default with the Bill option. If you change the value of the Type box to Credit Adj., the system will change the subtitle to Credit Adj.. However, if you initiate the creation of a task on the Task (CR306020) form, the system will display New Record in the form subtitle because all elements the system uses for creating a caption are empty by default.

Adds the form to your favorites. If you frequently work with the current form, you can add it to your favorites for quicker access.

This button does not appear on the form title bar for data entry or class creation forms; it appears for other types of forms, including lists of records, configuration forms, and inquiry forms.

Opens the Tasks and Activities dialog box, which gives you the ability to create and manage form-related activities, such as tasks, events, emails, phone calls, and appointments.

• Screen ID: Shows the ID of the current form.
• Get Link: Displays the link to the current form, which you can send to another user.
• Web Service: Navigates to the page with the Web Service Definition Language (WSDL) for the Screen-Based API access methods for the currently open MYOB Advanced form.
• DAC Schema Browser: Opens the DAC Schema Browser, which displays detailed information about DACs and the relationships between DACs. If you are on a form that has a primary view DAC, the DAC Schema Browser displays the primary view DAC of this form. If you are on a form that does not have a primary view DAC, the DAC Schema Browser opens with an empty page.
• Notifications: Opens the Notifications dialog box, which lists the notifications configured for the form and provides options that you can use to configure notification templates that can be used as subscribers of business events. For details, see Using Business Events in the MYOB Advanced System Administration Guide.
• Business Events: Opens the Business Events dialog box, which lists the business events configured for the form and provides options that you can use to create and send notifications about data changes on a data entry form. For details, see Using Business Events in the MYOB Advanced System Administration Guide.
• Access Rights: Navigates to the Access Rights by Screen form where the form from which you initiated the Access Rights command is open by default in the company tree.
• Audit History: If the field level auditing of the form is turned on, then in a separate tab, the system opens the Audit History page with the full history of changes of the form or the record opened on the form. If the field level auditing is turned off, then the system opens the Update History dialog box with the limited information about the form or record creation and its last update.
• Share Column Configuration: Opens the Share Column Configurationdialog box, which is described below. This item is visible for only users with the Administrator role.
  Attention: This item is not displayed on dashboard pages, wiki pages, pivot tables, or report forms.
• Trace: Opens the Trace page, where you can view recent operations performed by the current user, all messages, SQL statements, exceptions logged in the system, information about system performance, and logs that will be sent to MYOB.
• Profiler: Opens the Profiler dialog box, in which you can turn on or turn off the Request Profiler and export the information about the latest requests in the current user's session. For details about the Request Profiler, see System Health: Request Profiler.
• About: Opens the About MYOB Advanced dialog box, which displays information about the current version and build of the application and some copyright information.

If you clear the check box, in the Users table, you can select the particular users for which the system will apply the current layout of the table or tables.

This box is selected and unavailable when you clear the Set as the Default check box; with these settings, you apply the column configuration to only users selected in the Users table, and the system always overrides any personalized column layouts the users might have configured for the selected tables.

The user role, which you can select to filter the list of users displayed in the Users table.

This box is available only when you clear the Set as the Default check box.

The start date of the activity.

The start date is shown in red font in the following cases:

• For an event that begins in less than an hour or whose start date has already passed, regardless of the status of the event
• For a task whose due date matches the current date

The planned duration of the activity.

The duration is shown in red font in the following cases:

• For an event that begins in less than an hour or whose start date has already passed, regardless of the status of the event
• For a task whose due date matches the current date

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Adds a link to a file that is stored in MYOB Advanced but attached to another record in the system to the table. For more information on managing files in MYOB Advanced, see Attachments: File Upload and Attachment.

Runs the scanning of a document.

This button is available only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and at least one scanner is configured in the DeviceHub application.

Opens the Upload From Teams dialog box, in which you can select files shared with you in Microsoft Teams, and add them to the record.

This button is available only if the Teams Integration feature is enabled on the Enable/Disable Features (CS100000) form.