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Q13802 - INFO: Working With Records

Working With Records

The data entry forms button bar is used to move around in the existing records, add new records, delete records, find records, and print records.

Active vs Inactive Records

Some forms also let you choose whether to display active, inactive or all records.  If a user tries to delete a record, like a piece of equipment that is being used in a Work History record, then the program won't let the user delete the record.  But the program will let the user make that piece of equipment inactive instead.  Inactive pieces of equipment won't be able to be added to Tasks, do not show up on pick lists, etc... but remain in the database for historical reporting.  The selected (depressed) button indicates which records are being shown in the form:


Form will only show Active records.

Form will show only Inactive records
Form will display both Active and Inactive records                                               

How to make a record inactive:

Use the delete button .  You will be asked for confirmation of the delete, select Yes.  If the record is referred to in history, you will be asked if you want to make the record inactive:

Click Yes to mark the record as Inactive.  NOTE:  If the equipment record is NOT referred to in history, the record can be deleted. 

 

Editing Records - Activate the record to be edited using the Move buttons.  Make your changes and move off the record by using the Move buttons.  Changes are automatically saved.

 

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Created on 2/21/2012 10:00 AM.
Last Modified on 5/22/2012 4:10 PM.
Last Modified by Scott Dorner.
Article has been viewed 4405 times.
Rated 8 out of 10 based on 4 votes.
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