Using Icons in Data Entry Forms

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Using Icons in Data Entry Forms
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Find these fields and icons in the platform:

Contents

Required Field

Required fields are highlighted to indicate that data input is required. If a Required field is empty and an action is taken on the record (Edit and Save for example), an Error Message is displayed. To change the attributes of a field, see the Display Attributes section in Edit Field Properties.

Required fields are highlighted with a green bar to the left side of the field.
Fields without a highlight are optional
Considerations
  • Checkbox fields are not eligible as Required fields


Error Message

Error Messages are displayed when additional information is needed, or the data you entered does not meet the field format or criteria.

Wrench Icon

The Wrench icon File:WrenchIcon.png provides different options, depending on the current context. Think of it as "context-sensitive" tooling.

Lookup Icon

A Lookup field can be identified in a form by the appearance of a Lookup icon Image:lookupicon.gif. The Lookup icon is used in data entry to view and select items from a Lookup Window.

Optionally, use the Auto-Completion for Lookup Fields option for faster data entry in Lookup fields.

Table of Icons

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


Icon Name Action
Lookup Lookup related information from a list
Quick EditOpen a Quick Edit dialog box
Calendar Show a calendar (select a date)
Copy Short URL Open a dialog that contains a URL you can copy. You can then use that URL as a browser link to get back to the page it came from.
Record Attempted Update Activity status or details
Folder iconDisplay details for a record in a View
Pencil iconEdit a record in a View
Checkmark Mark an Activity as complete
Log ActivityUpdate an Activity
Remove Selected Removes one or more selected items from a list
Add buttonAdds additional fields of the type included in that section or page
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

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

Expand Expand (show) a section to show additional fields
Collapse Collapse (hide) a section
Edit widget Edit a Widget
Minimize widgetMinimize a Widget to show only the title bar
Maximize widgetMaximize a Widget to full size
Delete widgetDelete a Widget
Edit Layout and Edit FieldEdit Forms and Fields in Objects
Manage Related Information Use the Manage Related Information icon to add, edit or delete buttons in a Related Information Section
Move Field iconRearrange fields in a Form
Delete iconDelete a field from a Form, delete a Form, delete a Related Information Section
Help buttonGet help. (To read help pages side-by-side with the application, right-click on this icon and choose Open in a New Window.)
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