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Categories View

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On selecting the Categories option from the View Toolbar the Categories list view, as shown below, is displayed.

The Categories View

Categories : List View

Categories : List View

 

The Categories view comprises four (4) primary regions:

 

Region

Function

Description

1. Module Toolbar

Edit

New : Will display the Category Detail dialog to enable the creation of a new Category.


Edit  : Will display the Category Detail dialog displaying the details for the active (current) Category in edit mode.


Delete : Removes the active (current) Category from file. This action cannot be reversed.


Remove All : Purges all records from th Category master file. This action cannot be undone.

 

 

View

Same as for Sidebar option of the same name.

 

 

Reports

Displays the Report Selector.

 

 

Search for

Enables full text search for a Category. Refer the section Using the Search Facility.

 

 

Navigator

Enables movement between records. Refer the section Toolbars/Module Navigator.

 

2. Sidebar

View

Category Detail : Click select to display the Catalogue Detail dialog for the active (current) item.


Categories : Click select to display the Categories view (as shown above)


Search Results : Click select to display the results of the most recent Category search.


Related Notes : Display a list of all Notes attached to the active (current) Category.

 

3. Primary Workspace

 

Displays a list of all Categories. This list is sorted on Category by  default. To sort the list click select a column header box.

 

 

Additional Options:

 

When displaying the Categories view, the following additional options are available:

 

Double click on a row to activate the Category Detail dialog for the selected Category.
Activate the popup menu by pressing the right mouse button when the cursor is positioned over the grid panel.

 

Menu options:

- Cell Select : Activate/deactivate cell select mode.

- Related Notes  :  Display a list of all Notes attached to the active (current) Category.