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Getting Started with Applications (continued)

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The topics in this online Help are:

• Adding and Deleting Items
• Adding and Editing Information
• Creating A Custom Report
• Creating A PDF Of The Current Item
• Emailing the Current Item
• Moving and Linking Items
• Moving Between Items and Steps
• Reference: Items Vs Steps
• Searching
• Submitting Items

Adding, Renaming and Deleting Items

Adding an item will make a new item based on what step you’re viewing. For more information on the difference between items and steps, see Reference: Items Vs Steps.

TO ADD AN ITEM
1. Navigate to the step where you want to create a new item.
2. Do one of the following:
• Click File, New.
• Click the New button.
3. Type a name for the new item.
4. Click OK.

TO RENAME AN ITEM
1. Navigate to the item you want to rename.
2. Click File, Rename.
3. In the Please enter new name box, type the new name.
4. Click OK.

TO DELETE AN ITEM
1. Navigate to the item you want to delete.
2. Do one of the following:
• Click File, Delete.
• Click the Delete button.

Adding and Editing Information

You will probably use this application most often to record information by filling out the forms on the screens. Here’s how you do that.

TO ADD AND EDIT INFORMATION
1. Type the required information in the appropriate boxes.
2. Add, select, modify, and delete information in boxes as required.
3. Do one of the following:

• Click the Next or Previous button to switch between items.
• Click the Next Step or Previous Step button to switch between steps.

NOTE! If you’re looking for a Save button, you will not find it. Data is saved automatically.

Creating A Custom Report

You can create a custom report. Unlike the PDF report functionality, which only captures one item, this report lets you include fields from multiple items.

NOTE! If you want to simply capture the current item, see Creating A PDF of The Current Item.

TO CREATE A CUSTOM REPORT
1. Click Reports, Report Writer.
2. In the Title box, type a title.
3. Do one of the following:

• In the Select an item from your application box, click an item.
• Use My Search Engine to search.

4. Double-click an item to place its fields in the Available Items box.
5. In the Available Items box, click a field you want in the report.
6. Click the Right Arrow button to include the field in the report.

NOTE! The field will appear in the Selected Items box. If there are any fields in the Selected Items box that you do not want in the report, select them, then click the Left Arrow button to remove them.

7. Repeat Steps 4-6 for every field you want to include in the report.
8. Click the Sort field: button to choose a field to sort by. In the drop-down, select ASC for ascending, or DESC for descending.

NOTE! For example, if you choose ASC, then the field entries will be sorted A, B, C. If you choose DESC, the field entries will be sorted C, B, A.

9. If you would like columns repeated, enable the Repeat Columns check box and select the number of columns to repeat.
10. To change the font size, select a size in the Report font size box.
11. To set the number of rows per page, type a number in the Lines Per Page box.
12. If you would like to sort by columns instead of rows, enable the Sort Vertically check box.
13. Click the PDF button.

Creating A PDF of The Current Item

You can create a PDF report of the current item, however, only the current item (the current screen) will be included.

NOTE! If you want to create a more customized PDF report, see Creating A Custom Report.

TO CREATE A PDF OF THE CURRENT ITEM
1. Navigate to the item you want to make into a PDF.
2. Click Reports, Save Current View As PDF.
3. Navigate to the location where you want to store the PDF.
4. In the File Name box, type a name.
5. Click Save.

Emailing the Current Item

You can easily email the current item as a PDF. The application will create the PDF and then attach it to an email for you.

NOTE! This procedure will create a PDF of the current item only.

TO EMAIL THE CURRENT ITEM
1. Navigate to the item you want to email.
2. Click Tools, Email.
3. In the To box, type an email address.
4. In the From box, type your email address.
5. In the Title box, type a subject line.
6. In the Message box, type a message to include with the PDF.
7. If you want to attach another file, click the Add File button.
8. Click Send.

NOTE! If you want to create a PDF of another item in order to email it, see Creating A PDF Of The Current Item.

Moving and Linking Items

TO MOVE AN ITEM
1. Navigate to the item you want to move.
2. Click the Move the current item button.

TO LINK AN ITEM
1. Navigate to the item you want to link.
2. Do one of the following:

• Click File, Link.
• Click the Link button.

3. In the Choose the path box, click the link you want to make.
4. Click OK.

Moving Between Items and Steps

For information on the difference between steps and items, see the Reference: Items Vs Steps Help topic.

TO MOVE BETWEEN ITEMS
• To go to the next item, click the Next button or click View, Next.
• To go to the last item you were on, click the Previous button or click View, Previous.

TO MOVE BETWEEN STEPS
• To go to the next step, click the Next Step button or click View, Next Step.
• To go to the last step you were on, click the Previous Step button or click View, Previous Step.

Reference: Items Vs Steps

When you use this application, you’ll need to know the difference between an item and a step. It’s a little confusing since they look so similar and the two things are closely related.

A step is a stage in the application, and each step has different fields on it.
A step can have multiple items in it. Each item in the step has the same fields.
An item is a part of a step. A step contains items, and each item in the step is just like a copy of a form that you have to fill out.

Searching

You can search for any field in the application and go directly there.

TO SEARCH
1. Do one of the following:

• Click View, Find.
• Click the Find button.

2. Type the keyword you are searching for.
3. Click the Find button.
4. Select the item from the search results.

Submitting Items

Some items have Submit buttons. If you are required to submit an item, use the following procedure.

TO SUBMIT AN ITEM
1. Fill out the required fields
2. Click the Submit button

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