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Maintain Toolbar
Overview
The toolbar below appears along the top of all forms selected under the Maintain menu.
Ticketing
has some special toolbar options explained under Ticketing.
Trucks
have an additional Tare
button not shown here.
The toolbar controls what happens to the information you type on the form.
Some features of the toolbar may be disabled or grayed out, as in the example below, depending on your User Privileges.
Close
Closes the form window. If you've made changes to the current record, you will be prompted to save them before the window is closed.
Save
Validates entries and saves any pending changes made to the current record.
New
Clears the form and prepares for a new record. If you've made changes to the record, you will be prompted to save them before a new record is created.
Displays a lookup list of all records associated with the form. You also open this lookup list while on the ID field of the form by pressing the F4 shortcut key. Below is an example of the Jobs lookup list.
If you select a record from the list, it will be loaded into the form for editing. If you've made changes to the current record, you will be prompted to save them before the new record is loaded.
The Edit list supports Match Entry technology. As you type characters, the highlighted record will move to the first record where the ID matches the key(s) you've typed. As you type additional keys, the match will be refined.
If you pause without typing for about two (2) seconds (by default), the Match Entry buffer will be reset and the next key you type will be as though it were the first key typed and Match Entry will try to match the first character again.
The Match Entry Timeout can be changed from zero (0) to sixty (60) seconds under Tools | Options | General tab. You can force the Match Entry buffer to be reset immediately by pressing the Backspace key while viewing the list.
Inactive Records
Records that appear grayed out or light, as in the example above, have been marked inactive.
Column Sorting
By clicking on the column title, for example ID, Description or Key, the Edit list will resort the records by the column title you clicked. This can help you locate a record when you know the description but can't remember the ID.
EZScale will remember this sort order as long as the current form is open. Each time you reopen the form, the sort order is reset to the ID column.
Key Column
The Key is an internal number used by EZScale that never changes for a given record even if the ID is changed. Some log views and reports may report the Key field for a record. There may be times when you have a Key value only and want to lookup the record detail. This would be true if you have the Transaction Log enabled under Tools | Options | Event Logs. The Transaction Log only records the User ID, not their name. To locate the specific user you would:
Remember
the User Key value.
Open
the User form under the Maintain menu.
Click
Edit to display the list of users.
Click
the Key column to sort the users by the internal EZScale assigned Key value.
Find
the User Key value you're interested in and double click the record to display the user detail.
Delete
Deletes the current record after verifying that you want to proceed.
Note: EZScale maintains a Default Record for each form that can not be deleted. Also, you can not delete a record if there are other records referencing the record that you want to delete. For example, if you have defined a CV Type as Non-Profit and assigned the Non-Profit type to any customers or vendors, you will not be allowed to delete the Non-Profit CV Type unless you reassign all the Non-Profit customers and vendors to another type.
Change ID
Displays a dialog box that will let you change the ID associated with the current record.
Note: Care should be taken in assigning and changing ID fields as the ID field is often used to tie information to accounting.
ID's must be unique. That is, every record in the table you are working with must have a different ID.
The Change ID button is disabled on new records.
Help
Displays help associated with the form you are viewing.
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