List View Shortcuts
There are several "shortcuts" that users can utilize in the list view of a module. In the example below, the Entries Module is referenced, however, these features can be used in any module.
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There are several "shortcuts" that users can utilize in the list view of a module. In the example below, the Entries Module is referenced, however, these features can be used in any module.
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When using this shortcut option, the user will need to highlight a selection of records that they want to see separate from the entire list.
Once the user has this selection of records, using the "Cmd + U"/ "Ctrl + U" option will show only those selected records in the list.
When a user has created a subset of records in a list view and wants to go back to the full list view of records, the shortcut to do this is by using "Cmd + G"/ "Ctrl + G".
This will change the view from the subset selection to all records.
Using the shortcut "Cmd + P"/ "Ctrl + P" will bring up the Printable Reports for that specific module.
The user can then choose the specific report that is needed and print.
If a user needs to select all of the items from the list view, this can be acheived by highlighting a record and hitting "Cmd + A"/ "Ctrl + A".
Using this shortcut will highlight all of the records in the list view.
The shortcut "Cmd + B"/ "Ctrl + B" can be used to create a new record in the module the user is working out of.
When using the shortcut, the system will open the input form to add a new record.
The user can then input the information needed for the new record and save.
When a user needs to use the advanced search in a module, opening that search form can be completed by using the shortcut "Cmd + F"/ "Ctrl + F".
The user can then enter the specifics for the records that are being looked for and run the search.
Navigating records through the list can be completed by using the arrow up and down. This will allow the user to move through records one item at a time.
Opening a record with a shortcut can be completed by using the enter button. Highlighting the record and then choosing enter will open that individual record.
