Menu Bar

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Menu Bar

Distribution

IS User

Related Procedures

None

Ownership

The Training Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

When you navigate to an IS Applications form you can use the pull-down menu to navigate within a form, to edit or retrieve data, or to perform various other actions.

For a complete description of all menus go to:

(Help) IS Applications User’s Guide > Getting Started > Using Menus

File Menu

File Menu Item	Description
New	Creates a new record in the active form.
Open	Opens the detail screen for the current selection
Save	Saves any pending changes in the active form.
Save and Proceed	Saves any pending changes in the active form and advances to the next record.
Next Step	Updates the Process workflow in the Navigator by advancing to the next step in the process.
Export	Exports information in your current form to a browser.
Place on Navigator	Creates an icon in the Documents tab of the Navigator which can be used to recall the active form and its current record.
Log on as a Different User	Allows you to log on to IS Applications again as a different user.
Switch Responsibility	Allows you to change the responsibility in effect for your current log on.
Print	Prints your current window. An application may override this action to instead allow printing of one or more specific reports.
Close Form	Closes all windows of the current form.
Exit IS Applications	Quits IS Applications.

Edit Menu

EDIT Menu Items	Description
Undo Typing	Undoes any typing done in a field before the field is exited and returns the field to the most recent value.
Cut, Copy, Paste	Cut or Copies data from a field onto the clipboard. The clipboard contents can then be pasted into another field
Duplicate Record Above	Copies all values from the prior record to the current record
Duplicate Field Above	Copies the value of the current field from the prior row.
Clear Record	Erases the current record from the window.
Clear Field	Clears the data from the current field.
Clear Block	Erases all records from the current block.
Clear Form	Erases any pending changes from the current form.
Delete	Deletes the current record from the database.
Select All	Selects all records (for blocks with multi-select).
Deselect All	Deselects all selected records except for the current record (for blocks with multi-select).
Edit Field	Displays the Editor window for the current field.
Preferences Change Password	Displays the Change Password dialog box
Preferences Profiles	Displays the Profiles window

View Menu

View Menu Items	Description
Show Navigator	Displays the Navigator window
Find, Find All	Displays the Find window to retrieve records.
Find All	Retrieves all records.
Query By Example Enter	Invokes 'Enter Query' mode to enter a search criteria for a Query-by-Example search
Query by Example Run	Executes the query-by-example.
Query by Example Cancel	Cancels the query-by-example by exiting from 'Enter Query' mode.
Query by Example Show Last Criteria	Recovers the search criteria used in the previous query-by-example
Query by Example Count Matching Records	Counts the number of records that would be retrieved if you ran the current query-by-example.
Record First	Moves the cursor to the first record.
Record Last	Moves the cursor to the last record.
Attachments	Displays the Attachments window
Summary/Detail	Switches between the summary and detail views of a combination block.
Requests	Displays the Request window.

Folder Menu

You can personalize the presentation of data within some forms by using a folder definition. With a folder definition you can modify the width, sequence, and prompts of the fields you want to display. Additional features of a folder definition are:

Displaying only those fields you are interested in viewing.

Displaying a subset of records based on your specific criteria.

Keeping your folder customizations private or making them public for others to use

Making your customizations the default layout for a folder

Tools Menu Examples

The Tools menu contains up to 24 module-specific entries, including a list of commonly used Inquiry windows in the application, or perhaps, a commonly used window that a user may want to view often. If the current application has no product-specific entries, the Tools menu is disabled.

In some applications, up to two additional menus may appear after the Tools menu. These menus are usually labeled “Reports” and “Actions”, but may be different depending on the products that are being used. Like the Tools menu, these menus each allow up to 15 product-specific entries.

Window Menu

Using the Window Menu from the Menu Bar

Cascade—Displays any open windows in a "cascaded" or stair-stepped fashion.

Tile Horizontally—Displays any open windows in a horizontally "tiled" (non-overlapping) fashion.

Tile Vertically—Displays any open windows in a vertically "tiled" (non-overlapping) fashion.

1 (Title of Open Window)—Displays a list of open windows titles in the order in which they are stacked.

Using the Help Menu from the Menu Bar

HELP Menu Items	Description
Window Help	Displays Help for the current window
IS Applications Library	Displays a window that lists all available IS Applications Help text
Keyboard Help	Displays the current mapping of specific functions and menu options
Diagnostics	Displays the last error Access to other options requires a password

Record History	Displays information about the current record
About IS Applications	Displays information about the current window and application

Effective: 05/27/05

Revision: 2