Understanding forms and fields

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Forms layout

All forms have the same layout consisting of the summary area and the tab area, as shown in the following figure. The content of these areas will change depending on which form you are in.

Tips: The workflow and actions available on top-right corner change based on record type, record status and your profile.

 

On the right hand-side of the screen, there are 4 options availables, which are either collapse or expended based on your screen wide. 

  • Reports: shows reports that can be generated for the record (e.g Detailed Reports)
  • Tasks: allows adding tasks to be achieved regarding the record
  • Documents: allows adding documents to a record (see Attaching a Document to a Record) as explain below.
  • Action History: shows what action was performed, when and by who on the record such as creation of a new record, edition of the record, etc.

 

 

 

Working with Fields

You will need to use the following types of fields to enter or change information throughout the Boréalis application.

 

(1) Text Boxes
Text boxes allows 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.

 

(2) 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.

 

(3) Mutiple-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 X next to a value.

 

(4) 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 main record can contain one or many tables of related information. Information can be sorted using the Sort option or exported in XLS using the Export xls option. Use the scrollbar to pan the display left or right.

To view details of an entry simply click on its line. According to the type of related information, you might have access to edit it by double clicking on it or by clicking on the hyperlink, if any.

 

Inserting an Image on a Record

You can upload a picture into a record. To do so click the image box and select either Choose from document 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.

 

Attaching a Document to a Record

In the case that you need to attach a document of any type (pdf, xls, jpeg, etc.) to a record you can use the Document tool on the right hand side. To do so, click on the Document tool and then Upload. From there you can either Drag & drop a file or select files from your computer. 

 

 

 

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