Window Button Bar
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Clicking on the Add or Edit Buttons on a window allows you to add information for a new record or edit information for an existing record. All windows used to Add or Edit information are similar including all Glossaries, Projects, Items, Components, Cash Receipts, etc. On each of these Add/Edit windows, the following tool bar will be present at the bottom of the window:
The first button is the Search button which allows you to search for records in any of the Design Manager Glossaries. As you are adding information for a record, you may need assistance remembering or locating a particular code (i.e., a Vendor code). Place the cursor in the field you wish to search, and click on this button to open the corresponding Glossary for that field (i.e., the Vendor Glossary). The button will appear gray or disabled if a field has no corresponding Glossary to search. Any of the Design Manager Glossaries can be searched, as well as a Glossary for commonly used notes and remarks (accessed from any Description, Notes or Remarks field), and a calendar for looking up dates (accessed in any Date field). Hitting the Alt and S keys on your keyboard will also activate the appropriate Glossary Search.
Spell Check Button:
The second button is the Spell Check button . This function will check the accuracy of the spelling of text in the current field such as the Notes or Description fields. Upon clicking the Spell Check button, if no errors are found, then you will simply receive a message stating such. Click the OK button to continue. If errors are found, then a window will appear containing the misspelled word, and suggestions for the correct spelling. You may choose a suggestion from the list by selecting it and clicking the Replace button or type the correction into the Replace With field.
Clicking on the Options button will open the Spell Options Window which contains settings for the Spell Check feature.
Hitting the Alt and C keys on your keyboard will also activate the Spell Check feature.
The third button will access the Design Manager Help system . To display the Help page for a particular window, click on the Help Button. Help can also be accessed by pressing the F1 function key on your keyboard.
The Browse buttons, or Previous and Next buttons, appear on windows where multiple records can be viewed, such as the Item and Component Windows.
These buttons allow you to move from record to record without having to go back to the tree or grid. Clicking on these buttons will save any changes you make to the current entry before moving to the previous or next entry. For example, if a Project has three Items, you can open the Item Window for the first Item, and click on the Next button to view the second Item, and so on. Either button will appear gray or disabled if there are no previous or next records to view.
Saving or Canceling the Record:
There are several ways to save a record in Design Manager. If you are adding multiple records, say adding a few Components to an Item, then you can use the OK, Add button to save and close the current record, and clear the screen so that you can enter the next Component for the same Item without leaving the current window. If you are entering a single record and wish to save that record and close the window, use the OK button . If you do not wish to save a new record, or changes that you made to an existing record, press the Cancel button . This will close the window and will not save any new information that you entered. If you are using “OK, Add” then only the current record that you are working on will not be saved. When merely reviewing information on a window and not inputting or editing information, use the Cancel button as good practice to prevent inadvertent mistakes being saved!