Common Controls for Editing Items

When you open an item, you can use the following controls to enter information about it:

Display-only Fields

Grey text indicates you can't change values in these fields.

Mandatory Fields

You must enter information in these fields.

A red square at the upper left corner indicates that a field is mandatory.

Checkbox

When selected, this field displays a Check mark ü icon.

Checkboxes are often displayed in groups, providing you with multiple choices from which you can select one or more options.

Drop-downs

A drop-down shows the currently selected item.

Additional options are available when you select the drop-down button.

To use a drop-down, select the down arrow ▼ beside the field > Select a value.

If the drop-down allows text entry, you can enter data into the field.

This type of drop-down is also known as a drop-down.

List box

A field with a list of items you can select.

Option or radio button

An option or radio button displays an option that can be switched on or off.

You can only select one of the options available.

Field

A field displays information from the database or information you've entered.

Date field

These are indicated by forward slash characters that separate the day, month, and year (dd/mm/yyyy).

You can enter text directly into these fields or select their Calendar icons to specify the required date.

See Enter a Date.

Time field

These are indicated by a colon : character to divide the hours from the minutes, for example, 23:45.

See Enter a Time.

Icons

These are used to represent entities on screens.

The way an icon looks can change, depending on the context in which you see it.

If the icon is for an entity you can move to another location, it displays a plus + symbol at the upper right when you drag the entity to its new location.

See a table outlining the icons used.

Your administrator can set up different icons under the Icons tab of the entity type.

See Defining an Icon for an Entity Type in the Admin Help.