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Form Details icon

• Location: Top left file menu.
• What it does: Opens the form details.
• How to use it: Click the icon, edit details, click OK, save, and make sure the business tier is running.

Search in Design icon

• Location: Top left file menu (second from left).
• What it does: Provides a filter to search for a particular node or attribute.
• How to use it: Click the icon and enter the Node Name and Attribute Name. Select the operator, provide the value, and click Search.
• Other notes: You may also add a permanent filter using the Add Filter button.

Save icon

• Location: Top left file menu (third from left).
• What it does: Saves the selected open file.
• How to use it: Click the icon.
• Other notes: Files with unsaved changes have an asterisk next to the file title in the top right corner. Saving removes the asterisk.

Undo icon

• Location: Top left file menu (fourth from left).
• What it does: Undoes changes.
• How to use it: Click the icon.
• Other notes: Undoes the most recent change. Undoes more than one change.

Redo icon

• Location: Top left file menu (fifth from left).
• What it does: Redoes the undone change.
• How to use it: Click the icon.

Quick Navigator

• Location: Top left file menu (first from right).
• What it does: Allows quick access to navigate to any control added on the form.
• How to use it: Click the icon, expand the container, and select the control you want to navigate to.

Form Title

• Location: Center of the file menu title bar.
• What it does: Identifies the form you are configuring as well as whether it has unsaved changes.
• How to use it: If the title has an asterisk at the end, the form has unsaved changes. If it doesn't, there are no unsaved changes.

Entity link

• Location: Top right file menu (first from left).
• What it does: Opens the entity.
• How to use it: Click the entity name to open.

Validate icon

• Location: Top right file menu (second from left).
• What it does: Checks for errors on the form; for example: duplicate ID, missing query, etc.
• How to use it: Click the icon.

View this form with highlighted attributes

• Location: Top right file menu (third from left).
• What it does: Highlights the selected attribute.
• How to use it: Click the icon and select the attribute.
• Other notes: The form view changes to read-only.

Switch back to normal view

• Location: Top right file menu (third from left).
• What it does: Changes the view of the form from highlighted to normal.
• How to use it: Click the icon.
• Other notes: It appears only when viewing the form with highlighted attributes.

Validate New icon

• Location: Top right file menu (fourth from left).
• What it does: Sets validation for a New button.
• How to use it: Click the icon and select the button from the drop down.

View Source

• Location: Top right file menu (fifth from left).
• What it does: Displays source view.
• How to use it: Click the icon.

View Design

• Location: Top right file menu (first from left).
• What it does: Displays design view.
• How to use it: Click the icon.
• Other notes: Appears when you click the View Source icon.

Pin File icon

• Location: Top right file menu (sixth from left).
• What it does: Allows you to pin files to the dashboard.
• How to use it: Click the icon.

Close File icon

• Location: Top right of the file (first from right).
• What it does: Closes the form.
• How to use it: Click the icon.
• Other notes: Save before you close.

Move Down icon

• Location: Panel title bar.
• What it does: Moves selected panel down.
• How to use it: Select a panel and click the icon.

Move Up icon

• Location: Panel title bar.
• What it does: Moves selected panel up.
• How to use it: Select a panel and click the icon.

Criteria icon

• Location: Criteria panel title bar.
• What it does: Displays Criteria tab.
• How to use it: Default setting.
• Other notes: Cannot be removed from the panel.

Advanced Criteria icon

• Location: Criteria panel title bar.
• What it does: Creates/deletes Advanced Criteria tab.
• How to use it: Click the icon to create; click again to delete.
• Other notes: Deleting removes all configuration.

Advanced Sort icon

• Location: Criteria panel title bar.
• What it does: Creates/deletes Advanced Sort tab.
• How to use it: Click the icon to create; click again to delete.
• Other notes: Advanced Sort has no configuration.

Query icon

• Location: Criteria panel title bar.
• What it does: Creates/deletes Query tab.
• How to use it: Click the icon to create; click again to delete.
• Other notes: Query has no configuration.

Criteria panel

• Location: Under the file title.
• What it does: Displays the panel.
• How to use it: Click to display the panel.

Search Results panel

• Location: Under the Criteria panel.
• What it does: Displays the panel.
• How to use it: Click to display the panel.

Plus icon

• Location: Cell.
• What it does: Allows you to add Toolbox controls to the cell.
• How to use it: Place the cursor anywhere in the cell and click the icon.

This post is part of the Lookup Form topic. Click here to open the Lookup Form Overview.