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WorkCenter or Report Windows from Preview Window

Reports can be defined to allow access to WorkCenter windows or Report windows from records in the Report Preview window. If these windows are available, report rows are highlighted in orange when the cursor is held over the row. If a tool tip has been defined for the window, it will also be displayed.

In the following example, each work order record in this report has been connected to a window for the Work Order WorkCenter. Holding the cursor over the second record highlights it and displays the defined tool tip.

In addition, these windows can be made available from specific fields. In the following example, the Work Order ID field has been connected to the Work Order WorkCenter window and a tool tip explains what will happen if you click that field.

Open an available WorkCenter window or Report window:

  1. Click the record or field which is connected to the window.

    One of two things will occur:

    • If you have clicked a field or row connected to a WorkCenter window, the record from the report opens in a new window.

      From within the window, you can use the WorkCenter features to view or edit desired data.

      When you have finished viewing or updating the record, click the Close button in the upper-right hand corner of the window. The window closes and you are returned to the original report.

    • If you have clicked a field or row connected to a Report window, the specified report opens in a new window.

      When you have finished viewing the report, click the Close button in the upper-right hand corner of the window. The window closes and you are returned to the original report.

  2. Update other records in the report as needed.