Using Detail Edit Windows

Purpose

Records in a detail edit window provide details that link the item in the edit window with an existing associated item, and these details can be added and edited for each record in the grid list.
Detail edit windows can only be opened from an edit window, and the items listed in the grid list are linked to the item in the edit window. For example, Competencies for a Staff Member, or Tasks for a Work Order.

How to... Open a detail edit window

1. Click in the toolbar on an edit window.

2. Select an option in the dropdown menu.

3. The applicable detail edit window opens, where the items in the grid list can be edited:

Standard Tools

Standard tools allow the user to add, change or delete a record in the grid.

These standard tools are available in all detail edit windows.

Click…	To…
	Search for a specific code.
	Refresh the grid list to include any changes that have been made elsewhere in the system.
	Go to the first record in the grid.
	Go to the previous record in the grid.
	Go to the next record in the grid.
	Go to the last record in the grid.
+	Insert or add a new record.
-	Delete the selected record.
	Save the changes that have been made for the selected record.
	Cancel all changes for the selected record. The message “I10063: All pending changes will be cancelled. Proceed?” is displayed. Select OK to cancel the changes that have been made since saving the record.
	Undo changes for the selected record. The message “I10068: Pending changes of selected record(s) will be undone. Proceed?” is displayed. Select OK or Cancel.

Shortcuts

These shortcut key combinations are available for records in all detail edit windows.

Press…	To…
[Ctrl + Z]	Undo the changes for a saved linked detail record. Delete a new linked detail record.
[Ctrl + ]	Go to the first detail record in the grid list.
[Ctrl + ¯]	Go to the last detail record in the grid list.
[Ctrl + Shift]	Position the cursor on the first editable column for the selected (current) record in the grid list.
[Tab]	Go to the next editable column for the current record, or the next record in the grid list.
[¯]	Go to the next record if the cursor is positioned in a column. Open the calendar if the cursor is positioned in a date field. Decrease the numeric value if the cursor is positioned in a numeric field.
[]	Go to the previous record if the cursor is positioned in a column. Open the calendar if the cursor is positioned in a date field. Increase the numeric value if the cursor is positioned in a numeric field.

Data entry methods

These methods can be used to enter and select data in a detail edit window.

Use this…		To…
Optional field		Enter text. For the Notes field, hover over the field until the button is displayed.
Mandatory field		Display the lookup list button by clicking in the right corner of field twice (not a double-click), then select an existing item from the lookup list. Alternatively, click the empty field to add a new item via an edit window, then save the item, which is added to the lookup list and automatically selected.
Lookup list button		Display the appropriate Lookup Results window from which the user can select an item.
Dropdown list button		Select an option from the displayed list.
Calendar		Look up the required date in the calendar. Press [¯] or []
Time		Look up the required time.
Notes		Open the Notes frame to add notes about the linked item.

Please note!

When a detail edit window opens then the edit window from which it was opened is not available for editing.
When a detail edit window opens then the cursor is positioned in the Search box.
Column controls are available and allow the user to copy a data field’s code to the clipboard or drill down on a field to view its edit window. Refer to Set column properties in grid lists on detail edit windows.

Saving data

Save changes before closing the detail edit window.
A warning message appears if the user tries to close a detail edit window before saving the changes, which provides the option to save or cancel the changes.

Data changes are automatically validated and an error message appears in the Errors and Warnings frame for each invalid data field. Refer to Correct validation Errors for more information.