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Difference between revisions of "Icons"

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The following table explains how to use the navigation buttons and icons that appear
The following table explains how to use the navigation buttons and icons that appear
in the platform.  
in the platform.  


{| border="1" cellpadding="5" cellspacing="0"
{| border="1" cellpadding="5" cellspacing="0"
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!Action
!Action
|-
|-
| [[File:lookupicon.gif|link=|center]]||Lookup ||[[Lookup#Using_the_Lookup_Icon|Lookup]] related information from a list
| [[File:GearIcon.png| | center]]||Gear icon||Display the main menu of commands.<br>'''Note:'''<br>Some additional options are available when you click the down arrow next to your login name.
|-
|-
| [[File:editicon.gif|link=|center]]||Quick Edit||Open a [[Quick Edit]] dialog box
| [[File:lookupicon.gif| | center]]||Lookup ||[[Lookup#Using_the_Lookup_Icon|Lookup]] related information from a list
|-
|-
| [[File:icon-calendar-format.gif|link=|center]]||Calendar ||Show a calendar (select a date)
| [[File:icon-calendar-format.gif| | center]] || Calendar || Pop up a calendar dialog to select a date  
|-
|-
| [[File:recordattempticon.gif|link=|center]]||Record Attempted ||Update [[Activity]] status or details
| [[File:FolderIcon.png| | center]]||Folder icon||Display details for a record in a [[View]]
|-
|-
| [[File:markcompleteicon.gif|link=|center]]||Mark Completed ||Mark an [[Activity]] as complete
| [[File:PencilIcon.png| | center]]||Pencil icon||Edit a record in a [[View]]
|-
|-
| [[File:logactivityicon.gif|link= |center]]||Log Activity||Update an [[Log Activity|Activity]]
| [[File:deleteicon.gif| | center]]||Remove Selected ||Removes one or more selected items from a list
|-
|-
| [[File:deleteicon.gif|link=|center]]||Remove Selected ||Removes one or more selected items from a list
| [[File:Btn-add.gif|center]]||Add button||Adds additional fields of the type included in that section or page
|-
| [[File:Unmap-icon.png|center]]||Unmap icon||Clears the mapping between the selected objects.
|-
| [[File:Clear-map.png|center]]||Clear map icon||Clears all the mapping for all the objects between source and target.
|-
|-
| [[File:Btn-add.gif|center]]||Add button||Adds additional fields of the type included in that section or page
| [[File:Set-map-value.png|center]]||Set map value icon||Set values for target fields before mapping.
|-
|-
| |[[File:up-down-icon.gif|link= |center]]||Up arrow
| |[[File:up-down-icon.gif| |center]]||Up arrow
Down arrow  
Down arrow  
||Moves the selected item up in the list
||Moves the selected item up in the list
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See [[Arrow Button]] for more detail
See [[Arrow Button]] for more detail
|-
|-
| [[File:left-right-icon.gif|link= |center]]||Right arrow  
| [[File:left-right-icon.gif| |center]]||Right arrow  
Left arrow
Left arrow
||Moves the selected item from the left column to the right column
||Moves the selected item from the left column to the right column
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See [[Arrow Button]] for more detail
See [[Arrow Button]] for more detail
|-
|-
| [[File:sections-expand.gif|center]]||Expand ||Expand (show) a section to show additional fields
| [[File:editwidgeticon.gif| | center]]||Edit widget ||Edit a [[Widget]]
|-
| [[File:sections-collapse.gif|center]]||Collapse ||Collapse (hide) a section
|-
| [[File:editwidgeticon.gif|link=|center]]||Edit widget ||Edit a [[Widget]]
|-
| [[File:minwidgeticon.gif|link=|center]]||Minimize widget||Minimize a [[Widget]] to show only the title bar
|-
|-
| [[File:maxwidgeticon.gif|link=|center]]||Maximize widget||Maximize a [[Widget]] to full size
| [[File:minwidgeticon.gif| | center]]||Minimize widget||Minimize a [[Widget]] to show only the title bar
|-
|-
| [[File:deletewidgeticon.gif|link=|center]]||Delete widget||Delete a [[Widget]]
| [[File:maxwidgeticon.gif| | center]]||Maximize widget||Maximize a [[Widget]] to full size
|-
|-
| [[File:Editlayouticon.gif|link= |center]]||Edit Layout and Edit Field||Edit [[Forms]] and Fields  in [[Objects]]
| [[File:deletewidgeticon.gif| | center]]||Delete widget||Delete a [[Widget]]
|-
|-
| [[File:Managerelatedinfobutton.gif|center]]||Manage Related Information Button|| Use the [[Manage Related Information Button]] to add, edit or delete buttons in a Related Information Section
| [[File:Editlayouticon.gif|  |center]]||Edit Layout and Edit Field||Edit [[Forms]] and Fields  in [[Objects]]
|-
|-
| [[File:move-icon.gif|link= |center]]||Move Field icon||Rearrange fields in a [[Form]]  
| [[File:move-icon.gif| |center]]||Move Field icon||Rearrange fields in a [[Form]]  
|-
|-
| [[File:delete.gif|center]]||Delete icon||Delete a field from a [[Form]], delete a Form, delete a Related Information Section
| [[File:delete.gif|center]]||Delete icon||Delete a field from a [[Form]], delete a Form, delete a Related Information Section
|-
| [[File:helpicon.gif|link= |center]]||Help button||Get help. (To read help pages side-by-side with the application, right-click on this icon and choose '''Open in a New Window'''.)
|}
|}

Latest revision as of 08:29, 6 April 2018

The following table explains how to use the navigation buttons and icons that appear in the platform.

Icon Name Action
GearIcon.png
 Gear icon Display the main menu of commands.
Note:
Some additional options are available when you click the down arrow next to your login name.
Lookupicon.gif
 Lookup Lookup related information from a list
Icon-calendar-format.gif
 Calendar Pop up a calendar dialog to select a date
FolderIcon.png
 Folder icon Display details for a record in a View
PencilIcon.png
 Pencil icon Edit a record in a View
Deleteicon.gif
 Remove Selected Removes one or more selected items from a list
Btn-add.gif
 Add button Adds additional fields of the type included in that section or page
Unmap-icon.png
 Unmap icon Clears the mapping between the selected objects.
Clear-map.png
 Clear map icon Clears all the mapping for all the objects between source and target.
Set-map-value.png
 Set map value icon Set values for target fields before mapping.
Up-down-icon.gif
 Up arrow

Down arrow

Moves the selected item up in the list

Moves the selected item down in the list See Arrow Button for more detail

Left-right-icon.gif
 Right arrow

Left arrow

Moves the selected item from the left column to the right column

Moves the selected item from the right column to the left column See Arrow Button for more detail

Editwidgeticon.gif
 Edit widget Edit a Widget
Minwidgeticon.gif
 Minimize widget Minimize a Widget to show only the title bar
Maxwidgeticon.gif
 Maximize widget Maximize a Widget to full size
Deletewidgeticon.gif
 Delete widget Delete a Widget
Editlayouticon.gif
 Edit Layout and Edit Field Edit Forms and Fields in Objects
Move-icon.gif
 Move Field icon Rearrange fields in a Form
Delete.gif
 Delete icon Delete a field from a Form, delete a Form, delete a Related Information Section
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