Page Layout and Menu Options

Watch Video: Stewardship Tier Page Layout

The page name (A) always appears in the upper left. Enter a search term in the Quick Search box (B) to filter the Page records.  Filter criteria appears in the Quick Search box when applied. The user can select the (x) next to the term to clear the Quick Filter.

Click the page level online Help icon (C) to open the online Help system. The Help system opens a page-specific help topic.

The Page Options icon (D) provides access to page-level actions such as setting advanced filters, clearing filters, downloading, reporting and refreshing the page.

Page Layout

A page can display a singular frame or multiple frames at the same time. When multiple frames are used, the frame on the left or top is the parent page and the page on the right or bottom is the dependent page. A page that contains multiple frames is referred to as a Header Detail page.

On any page layout, selecting the Vertical View icon (where available) opens the vertical fly-out for a page record, which contains additional record information.

Sorting Page Columns

Pages are automatically sorted by the first column. The page columns can be sorted in ascending or descending order by clicking a column header.

The triangle (/) icons indicate a column is sorted and the direction of the column sort.

A user can sort multiple column by pressing and holding the Ctrl key and clicking subsequent column headers.

When multiple column are sorted, the order of the column sort is indicated by a small number (superscript) on the column header.

To remove a column sort, click any column header.

Required Fields

When adding or editing information on a page, hard required fields are indicated by a green triangle in the upper right of a field, as shown for the Name field in the following screen shot. Hard required means that the record cannot be saved without a column value.

A yellow border indicates that the column is soft required. This means that the user can save the record without a column value, but a validation warning displays and the status of the record may be affected.

Status Icons

The Status () column indicates the status of a record based on an assigned event.

Validation Rules and Business Rules are assigned to events to verify conditions or take action on data based on a given condition.

Actioned events run and can require certain actions from the user.

Events can be run at the page level (affecting all records) or at the individual record level, for example, when a record is saved.

View Audit Fields

To view information about a record, such as which user added or updated a record and the date of the change, click the record on the page, then hover the cursor over the Edit icon. The Information pane in the lower left displays audit data for that record. Refer to Add Reserved Columns to Tables for more information.

Page Break Toggle

When a Header Detail page style is used (multiple frames on a page), click the Page Break Toggle ( ) icon to move a dependent frame from the bottom of the layout page to the right side of the page. Click the Toggle icon again to move the dependent frame back to the bottom of the layout page.