Create, Retrieve, Update and Delete Records

Based on assigned User Permissions Overview, a user may have the ability to perform the following actions:

Create records

Retrieve records

Update records

Delete records

There are 3 methods for performing these actions, which correspond to the different Screen Formats and use action icons.

NOTE: Given a user has permission, access these actions for single and multiple record formats by right-clicking within the form.

 

Create Records

A.  Single record format

1.  Click New in the Main Form Toolbar.  This will enable data entry for all tabs with single record formats.

2.  Enter required fields and optional fields as appropriate.

3.  Click Save in the Main Form Toolbar.

B.  Multiple record format

1.  Click New sub-record in the Sub Form Toolbar.

2.  Enter required fields and optional fields as appropriate.

3.  Click Save in the Main Form Toolbar.

 

If the Save icon is not available it is because data entry was started on another tab and the required fields have not been completed.  Click on each tabs to see where the  Required symbol is flashing, complete the data entry, then save.

C.  Grid format

1.  Enter text into a blank line on the grid.

2.  Make sure the record displays in the Tree List to the left.

3.  Click Save in the Main Form Toolbar.

 

If the Save icon is not available it is because data entry was started on another tab and the required fields have not been completed.  Check all tabs to see where the Required symbol is flashing, complete the data entry, then save.

 

Retrieve Records

A.  Single record format

Enter the ID and click .  This retrieves information for the entire form.

OR

Use the Look Up

B.  Multiple record format

1.  Retrieve the main record.

2.  In the Grid View, double-click the sub-record to display the details of that record.

C.  Grid format

1.  Retrieve the main record.

2.  View the data in the grid.

 

Update Records

A.  Single record format

1.  Retrieve the main record.

2.  Make necessary updates.

3.  Click Save in the Main Form Toolbar

B.  Multiple record format

1.  Retrieve the sub-record.

2.  Make necessary updates.

3.  Click Save in the Main Form Toolbar

C.  Grid format

1.  Retrieve the main record.

2.  Click in the grid fields where the changes need to be made.

3.  Make necessary updates.

4.  Move the cursor out of the grid field where the last change was made.

5.  Click Save in the Main Form Toolbar

 

Delete Records

NOTE:  Once a record is associated elsewhere in the system, it cannot be deleted.  Instead, update the record to change the status to Inactive.

 

A.  Single record format

1.  Retrieve the main record.

2.  Click Delete in the Main Form Toolbar.

IMPORTANT!  Clicking Delete in the Main Form Toolbar deletes all the information on ALL TABS within the form.

B.  Multiple record format

1.  Retrieve the sub-record.

2.  Click Delete sub-record in the Sub Form Toolbar.

3.  Click Save in the Main Form Toolbar

C.  Grid format

1.  Retrieve the main record.

2.  Click the gray box to the left of the data in the grid, as shown below:

3.  Press the <Delete> key on the keyboard.

4.  Click Save in the Main Form Toolbar