| Table of Contents | ||||
|---|---|---|---|---|
|
Adding an Item to a Catalog
...
On the Grid Toolbar of the selected Catalog sub-section Grid, click the 'Add' button. This
button. This action launches a data entry form where the User can input the new item's information.
Users can also add a Catalog item as a Child of an existing Catalog item. A Catalog tree appears to the left of each Catalog Grid. To add a Catalog item as a child to an existing Catalog item, select the existing item on the appropriate Catalog tree. Right-click the existing node and select 'New Item'. This action launches a data entry form.
In the Data Entry Form
...
Each Catalog's items present a different set of input fields and tabs in the data entry form. However, there are several common features that appears in each new item's data entry form:
...
Once the User has satisfied all required and desired input fields, the new Catalog item can be saved by clicking the 'Save New' button at
button at the bottom of the data entry form. Newly saved items appears in the Catalog Grid.
...
If a User would prefer to make the item 'Inactive' – keeping the item on file but preventing its selection as an available item – the User can do so by opening the item for edit. At the top of the item's data entry form, a User can choose to make the item 'Active' (accompanied by a green color bar) or 'Inactive' (accompanied by a red color bar) by clicking on either option. Multiple records can be toggled between ‘Active’ and ‘Inactive’ at once by selecting all desired records in the Grid and clicking ‘Toggle Status’ (the ) button on the Grid Toolbar.
Editing an Item in a Catalog
...
To edit an existing Catalog item, double-click on the item or highlight the item and click the 'Edit Selected' icon on the Grid Toolbar. This opens the item's data entry form and allow the item to be edited.
Once a User is finished editing a Catalog item, the User must click the 'Save' icon at the bottom of the data entry form in order for the changes to be made permanent.
| Child pages (Children Display) | ||||
|---|---|---|---|---|
|