Form Icons and Keyboard Options

Learn how to navigate and perform basic functions while working with forms.

Icons and Function Keys

Every form displays icons on the toolbar at the top of the form. Not all forms display all of the icons. You can use the icons to do this:

	Clear - Clear the form of content. You can also press F5 to clear the form.
	Copy - Copy a masterfile when in a masterfile maintenance form. The code field will clear so that you can enter a new code, but all details of the masterfile you are copying defaults to the form so that you do not have to re-enter them.
	Save - click this icon to save changes made, or data entered into the form. You can also press F2 to save details.
	Delete - Delete a record. You can't always do this — for example, you can't delete a supplier record if transactions exist for that supplier. The icon is not enabled if Greentree Desktop restricts deletion. You can also press <Shift-F2 > to delete a record.
	Reload - If you have made a changes to the current record: Reload the record the way it was originally before the changes were made. You are prompted to save changes, or to ignore changes. And have saved the changes (at which point the form clears),reload the record you were just working with. This is an alternative to using the left and right blue arrows to navigate back to the record.
	Printer - Available in transaction entry forms if the hotprint option is enabled on the Module Control form for the module. For example, if hotprint is enabled for the Accounts Receivable module, you can print an invoice to your local printer from the AR Invoice Entry form.
	Advanced Search - Activate an advanced search form. You can search for masterfiles by applying specific criteria. You can also press F4 to activate an advanced search.
	Explorer - Open the Explorer feature, which is a data query tool enabling fast, user friendly access to information stored in the database. You can also open Explorer from the File menu on the toolbar. Use the arrows to navigate through records. The middle arrows may be used to go forward or back one record and the outer arrows are used to go back to the first record, or forward to the last. Greentree stores records in numerical or alphabetical order.
	If the Electronic Data Interface (EDI) module is in use, this icon is used on forms for outbound documents (PO Entry, AR Invoice Entry, AR Credit Note Entry) to send documents using EDI.
	If the Electronic Data Interface (EDI) module is in use, this icon is used on forms for inbound documents (for example, SO Entry) to receive documents using EDI.
	Stack - You can select this option on the Purchase Order Entry and Sales Order Entry forms. It provides an option to compress the header information, so that only the order reference and supplier or customer code are visible during line entry. This extends the space available to enter lines and can make the entry of line detail more efficient.
	Run BPM Process - Launch a BPM Process that starts from the class on the form (if the BPM module is in use).
	Approval status - Assign approval codes or to view/manage the record's approval status (if the Approvals and Alerts module is in use).
	Attach Sticky Note - Only applicable if the Customer Relationship Management module is in use.
	Notes exist - Indicates that notes have been added to the selected instance. For example, if it displays for a particular general ledger account in GL Account Maintenance, notes have been added to the Notes tab on the GL Account Maintenance form for that account.
	Attachments - Only displayed if you are using the Workflow module. Click the icon to add or view and existing attachment for the record.
	Linked Records Indicator - This icon displays if you are using the Workflow module. If the icon displays with two unjoined links, it indicates that the record you are positioned on does not contain links to any other records. If the icon displays with joined links, it indicates that the record you are positioned on contains a link to one or more records. You can click the linked icon to view linked records.
	Instant Alert - Only applicable if the Approvals & Alerts module is in use.
	Advanced Security view - Only displayed if you are using the Advanced Security module. Click the icon to select whether to view All masterfiles, or only masterfiles belonging to a particular team. These options are enabled if you have an All Advanced Security privilege based on your user login. click this icon to select a viewing option. If the All view is selected, displays. If the Team view is selected, displays.
	Web/email link - Displays on the main form next to address, email and web address lines if the user has access to these features. The Function keys use mappings defined on the System Utilities - User Preferences form.

Keyboard Options

If you use the keyboard instead of a mouse, you can:

Press F9 when in a search field (standard or date) on a form to display the dropdown box for selection. You can also click the icon to the right of the field.
Press F6 on a form with multiple tabs to move forward to a tab and Shift-F6 to move backwards to a tab. You can also click the tab to access.
You can identify the active field on a form as there is a faint dotted line around the field caption.
Press the Tab key to move to the next field within a form. If you are working in a table on a form, use the Enter key to move to the next column in the table.
Press the Shift and Tab keys together to move back to the previous field within a form. If you are working in a table on a form, press Shift and Enter to move to the previous column in the table.
Press the spacebar to select or deselect a checkbox.
Press the spacebar to select a option if you have more than one choice, but can only select one option.