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You can add buttons to navigate directly to a screen if you like, they will appear just below the menu bar with a picture - have a look at User PreferencesPreferences#Appearance Tab to explain how to add these

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Create a stack of records using "remember this result" flag as above - or multi-selecting from a list by CNTRL select - or SHFT select records.

Have a look at /wiki/spaces/SI/pages/33054916 for details

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Many grids have right click options - often over individual fields

  1. sometimes a whole row has a right click option (eg open sales order in a grid of sales orders)
  2. sometimes a cell in the grid has a right click option just for that cell (eg update roster availabilty on a date on a grid of dates vs persons)

Filtering or exporting to excel from Grids

For options over the whole grid

Filter - a filter box appears over bottom RHS of grid - enter text to filter by

Note the search is only searching the data in the grid (not all data relating to the records).

When the dropdown arrow is not there - right click on the header (eg "Code" or "Name" above

Exporting to Excel

If you Export to Excel all the data in the grid will be placed into columns in excel (See image above)

Note

if there is no dropdown then click on any column header in the grid to export

 

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A nightly backup to reporting tables is available to connect reporting tools directly - including Excel

 If you build a complicated workbook based on an export of a grid - then later you can re-do the export and paste the new values into the complicated workbook so the calculations are updated

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Suppressing Informational Messages

Message examples

If you do not want to see informational messages - example "Confirmation this record has been saved" type messages

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Note that you will still see Warning messages and Error messages

Default off

you can - set your login default to "Off"

Screen off / on toggle

You can toggle on any screen to off or on.

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