These principles are common to all detail screens; see also Icons and Keyboard shortcuts .
Opening the detail form of an entity
- Select the corresponding function from the menu (see Accessing functions ).
- Display the list of entities (see Search form and Result form ),
- Click on the code of the entity you wish to display and/or change.
Filling in the fields of a detail form
- The code or identifier of the entity is alphanumeric and letters must be in uppercase.
The code is sometimes initialized by the application, but it is always modifiable.
Preferably choose a meaningful code, because the description is not necessarily always displayed.
- Fields that must be filled in are marked with a red asterisk: 17487*17488.
- Fields to be filled in with an existing value, such as an equipment code or supply code, are provided with a magnifying glass
. See Icons. - To the right of the name, the icon is used to access the detailed description .
- To display a comment in the View statuses to be filled in field, place the cursor over it.
A detail form may include several sub-tabs. Be sure to go through all the sub-tabs when creating an element so as not to forget any important attributes.
You can access the documents linked to the current entity by clicking on the icon
.
An insert on the icon (e.g. 
) shows the number of documents present.
Managing a list in a form
Adding a line
- Click on the add icon of the list
.
→ A new line is added in creation mode.
- Fill in the fields of the line (at least the required ones).
→ When you confirm your entry by clicking on the confirm icon
, the new line will be saved.
Changing a line
- Select the line from the list
→ It is displayed highlighted.
- Change the desired information.
→ The changes will be taken into account upon confirmation.
Deleting one or more lines
- From the list, check the lines to be deleted and then click on the delete icon
.
→ The lines will be permanently deleted upon confirmation, provided they are not linked to any other entity.
View data - information field
The area on the right of a detail screen contains sections for quick access to information related to the entity being viewed/changed. See Information field .
Hide the right-hand area
The central area of a detail screen can be maximized by hiding the area on the right containing the entity information. For this purpose:
- Click on the
icon to hide the right-hand area. - Click on the
icon to unmask the right-hand area.
Two configuration levels are saved for showing/hiding the information field of a detail screen:
- Level 1: The information field contains widgets (for example, work order details).
- Level 2: The information field is empty and contains no widgets (e.g. system configuration).
The choice of whether or not to display the right-hand field is retained for all detail forms (depending on the level) for the user who performed the operation.
This breakdown into levels saves space for screens that have no information to be displayed in the information field.
Exporting data
If your form has a sub-list, you can export it to an Excel, CSV, or text file; see Exporting data.
Linking and displaying indicators
See Managing screen indicators.