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Navigating Web Tracks
Web Tracks uses a powerful grid control for data presentation. This grid control is very user friendly and should reduce the time you spend searching for a particular record. This help section will refer to lists in general. Please note that not all grids support every feature described. For example, some grids do not support the duplicate record feature. Below are descriptions of some of the command buttons that you will see in the lists.
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Icon
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Action
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Description
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Export List |
This will bring up a form to allow you to export the list to Excel, PDF, RTF or CSV formats. |
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List Box Settings |
This will open the List Box Settings form. From this form you can choose the columns and the order of the columns that will appear in your list view. |
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Duplicate Record |
This will duplicate the currently selected record. |
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Add Filters |
Opens the filter builder where you can filter on any of the fields in the grid. |
Quick Filter
Some of the lists include a 'Quick Filter' option. For example, the computer list opens with the default option 'All'. You can quickly filter the list by choosing 'Allocated' or 'Not Allocated'. Other examples of quick filters are text boxes at the top of the Help Desk and Knowledge Base forms.
Record Selection
To select a record in Web Tracks simply click on a row in the grid. In Web Tracks 9.0 and newer most of the grid views support multi-selection. To select multiple records you can hold down the 'Ctrl' key. To select a range of records you can hold down the 'Shift' key. This is useful when you want to delete multiple records.
Sorting Lists
You can sort the list on any of the columns by clicking on the column header. A subsequent click on the column header will sort the list in descending order. You may sort by multiple columns by holding down the shift key.
Miscellaneous
Double Click on an item to perform the default task for that item. For example, double clicking a computer would open up the computer detail form, while double clicking on a report would open up the report preview. Many grids also hyperlink the key field. Clicking on this hyperlink also performs the default task.
Grid Settings are saved per named users within Web Tracks.
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