Smart Buttons in Preview Window

Reports can be configured to have numerous smart buttons to process transactional updates to data. In addition to the Save button, displayed for editable fields, additional buttons are available to process transactions for work orders or purchase orders. When available, these buttons are displayed to the far right in the Report Preview window, to the right of the Save button, if editable fields are included on the report.

Initiate the action described on a button:

1. Locate the record you want to update.

2. Click the appropriate button.

   Depending on the button, a window may open where you can enter additional data. For example, the Close button can be configured to open the Work Order Close window.

3. Complete any additional actions you are prompted to complete.

   Once your data has been saved, the row refreshes. Updated text is displayed in green italics to confirm the update was processed. In addition, the button is grayed out to show that the action has already been completed.

   If you have clicked a button in error, you can click the button again. The action is reversed, and the original data displays.

   If you have closed a transaction using the Close button, the row refreshes, and the text displays in black italics to confirm the record was closed.

4. Update other records in the report as needed.