Forms layout
All forms have the same layout shown in the following figure :
1. The main menu ;
2. In the main area, the content of these areas will change depending on which form you are in;
3. On the right side of the screen, the Quick View option is available that will allow you to modulate the sections you want to access quickly:
Working with Fields
You will need to use the following types of fields to enter or change information throughout the Boréalis application.
Text Boxes
Text boxes allow you to enter a word, phrase or series of digits (such as a name, title, short description or document number); each text box differs in how much information it will allow you to enter.
Drop-down Lists
By clicking on the arrow at the right of the field you get a drop-down list to choose from, as shown below. If you wish to narrow down the options listed, enter three or more characters into the field. Once the option that you want is displayed, click on it. This enters your choice into the field.
Multiple-Select Lists
In the multiple-select field, click on the arrow at the right of the field to get a list of the values. Select all the desired values by clicking on them. As a result, the selected values will appear as the figure below. To delete information from a Multiple-select field simply click the minus sign next to a value.
Working with Fields
You will need to use the following types of fields to enter or change information throughout the Boréalis application.
Date Boxes
If you click in a Date box, a calendar window will open. Select the date or click Today if you want to enter today's date. You can also directly type the date in the field, using the format DD-MM-YYYY.
Working with Tables
A record can be linked to one or more tables of related information. Here are the different possible features:
- The information can be sorted or filtered. Click on the column header to display the menu with the possible options.
- From the menu
:
- The list of records can be exported in Excel format
- Multiple selections are possible to perform some group update processing.
- Use the scroll bar to scroll through the contents of the table on the left and right.
- To view the detail of a record, click on the corresponding line. Depending on the type of information in relation, it may be possible to modify the values by double-clicking in this window or by clicking on the associated hyperlink, if necessary.
Inserting an Image into a Record
You can upload a picture into a record. To do so click the edit option on the image box and select either: Choose from a documents or Upload picture option. If you choose to upload a picture, a window will open. You can then drag and drop a picture directly into that window or follow the instruction to upload a file.
