SelectTools
Aselecttoolisaniconthatappearstotherightofsomefields,usuallyasa
smallbuttonwithatriangleonit. Itspresencemeansthatyoucanselect
valuesforthefieldratherthanonlytypingvaluesdirectly.
Figure31. Illustration: SelectIndicator
VariouskindsoftoolsforselectingdataappearonLawsonforms,depending
onthekindofdatayouneedtoselect.Typicaltoolsare:
Drop-downlist
Calendar
Selectdialogbox
Drill
Whenyouclicktheselectindicator,adrop-downlistappearsifthefieldisone
thatletsyouselectfromalimitedsetofvalidvalues—forexample,yes/no,
male/female,orhourly/salaried.
Figure32.Illustration:Drop-downlist
CalendarandDateFields
Calendarfieldsaresometimesusedfordatefields.Whentheyoccur,youcan
clicktheselectindicatortobringupacalendar.Thecurrentdateishighlighted.
Figure33. Illustration:Calendar
Ifyouoryouradministratorhasenabledthiscapability,youcantypejustsix
digitsofadateandadditionaldigitsforyearandanyrequiredformatting
willbeautomaticallyprovided. Forexample,youcouldtype"062706"and
theresultwouldautomaticallybe"06/27/2006(ifthefieldyouaretyping
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intorequirestheseparators).ThiscapabilityiscalledAdvanceon6-Digit
DateEntryandisenabledthroughtheUserOptionsmenu.(FromthePortal
toolbar,selectPreferences(checkmarks)andthenselectUserOptions.)
ThisfeaturerequiresLawsonPortalServicePack1andlater.
LineActionCodes
Lineactioncodesrepresentthefunctionsavailableforworkingwithdetail
recordsondetailformsandonthedetailareaofaheader/detailform. You
enterthesecodesinthelineactioncodefieldforeachdetaillineinorderto
indicatewhatyouwanttodowitheachdetailrecord.Thelineactioncode
fieldistheleft-mostfieldonthedetaillineandistypicallylabeled“FC.”
Figure34. Formclip(partial):Lineactioncodefield
Examplesoftypicallineactioncodesinclude:
Code
Description
Add(A)
Foraddingnewdetailrecords.
Change(C)
Forchangingexistingdetailrecords.
Delete(D)
Fordeletingexistingdetailrecords.
Select(X)
Forselectingdetailrecords(suchaswhenyouwant
totransferthedatatoanotherform).
DrillAroundFeature
TheDrillAround
®
featureletsyouviewinformationwithouthavingtotransfer
totheformorformswherethatinformationismaintained.Forexample,you
couldusetheDrillAroundfeatureifyouwerecurrentlyonaBenefitsform
updatingbenefitrecords,andyoursupervisoraskedyoutofindanemployee's
salaryhistory.FromanyBenefitsformwithaCompanyfield,youcouldenter
thenumberoftheemployee'scompanyintheCompanyfieldandthenuse
theDrillAroundfeaturetoviewinformationaboutthatemployee.
TheDrillAroundfeatureisnotavailablefromallfields.Itisavailableforafield
if,whenyouright-clickonthefield,Drillappearsasachoice.
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TheDrillAroundfeatureusestheDrillAroundform. TheDrillAroundform
containsaPrintableViewoptionandanExplorerViewoption.
Figure35. Formclip: DrillAround
Figure36. Formclip:DrillAroundExplorer
SelectForm
Whenyouclicktheselectindicator,theSelectformappearsifthevalid
valuesforthefieldcomefromanotherform.Forexample,thevalidvalues
foravendorfieldcomefromthevendorssetupthroughtheapplicationform
forvendors.Ifyouaccesstheformforvendors,youcandefineadditional
vendorsoryoucandeletevendors.
GettingStartedwiththeLawsonPortal
Chapter6
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UsetheSelectformtoselectavalueforaformfieldratherthanview
informationaboutanitem.TheSelectformappearswhenyouusetheSelect
indicatororright-clickonafieldandthenclickSelect.Itisnotavailablefor
everyfield.ItisavailableforafieldiftheSelectindicatorappearsnexttothe
fieldandifthefieldisonewhosevalidvaluescomefromanotherform.
WhentheSelectformfirstappears,itcontainseitheralistofthevalidvalues
forthefieldoralistoflookupmethods. Forexample,asinthecaseof
employees,thelookupmethodsareemployeebynumber,byname,bysocial
number,andsoon.Dependingonwhichlookupmethodyouselect,youwill
seealistofemployeesbynumber,name,andsoon.
TheSelectformusuallyincludesadditionaldataabouteachitemandthus
helpsyouselectthecorrectvalue.Inaddition,youcanusetheCustomize
optiontolistadditionaldataassociatedwitheachitemintheSelectform.
DefineaRecordinLawsonApplications
WithinLawsonapplications,definemeanstocreateanewrecordforan
entityusedthroughoutyourLawsonapplications—acompany,avendor,a
deductionclass,acurrencycode,ataxauthority,andsoon.
Youdefineanewrecordforanentitybyaccessingtheapplicationformfor
theentity.Forexample,theapplicationformfordefiningvendorsisVendor.
Youaccessapplicationformsfordefininganewrecordeitherdirectly(that
is,fromamenuorthroughasearch),orbyright-clickinginafieldforwhich
validvaluescomefromthosecreatedthroughtheapplicationformandthen
clickingDefine.Formoreinformation,see"NavigateandSearchthePortal"
onpage15.
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SelectingValuesforKeyFields
Thisprocedureexplainshowtoselectvaluesforakeyfield. Thereare
twomethodsfordoingthisdependingonwhetheryouuselist-basedor
form-basednavigations.
STEPS
Toselectavalueforakeyfield(list-basedmethod)
1. Selecttheapplicationformyouwanttoworkwithfromthenavigation
pane.(Ifitisnotalreadyinthenavigationpane,performasearch.)
2. Fromthelistofkeyfieldsthatappears,selectthefieldyouwanttowork
with. Youcandothisby:
ScrollingthelistbyusingtheNextandPreviouslinks.
Performingasearch.TypethecriteriaintheSearchdialogboxand
clickFind.
STEPS
Toselectavalueforakeyfield(form-basedmethod)
NOTEIfyouusethe
form-based,ratherthan
list-basedmethodof
viewingrecords,follow
thisprocedure.
1. Clickinthekeyfield.
2. Clicktheselectindicatororright-clickonthefieldandthenclickSelect.
Dependingonthetypeoffield,adrop-downlist,acalendar,ortheSelect
formappears.
3. Selectavalue:
Fromadrop-downlist,clickonthevalueyouwant. Thevalue
appearsinthekeyfield.
Fromacalendar,clickthedateyouwant.Ifyouneedadatefroma
differentmonththanthecurrentmonth,clickthearrowstotheleftand
rightofthemonthnameandthenclickthedateyouwant.Ifyouneed
adatefromadifferentyearthanthecurrentyear,clickthearrowsto
theleftandrightoftheyearandthenclickthedateyouwant. The
dateappearsinthekeyfield.
FromtheSelectform,double-clickfoldersuntilyouseethevalueyou
want.Clickthatvalue.Thevalueappearsinthekeyfield.
GettingStartedwiththeLawsonPortal
Chapter6
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LookingUpaSpecificRecordonanApplicationForm
Theseproceduresletyouaccessaspecificrecordquickly. Choosethe
appropriateproceduredependingonwhetheryouareworkingwitha
single-record,detail,header/detail,orinquiryform. Ifitisasingle-record,
header/detail,orinquiryform,youmustknowthekeyfieldsrequiredtoaccess
thatrecord.
STEPS
Tolookuparecordonasingle-recordform(list-based)
NOTETo go
immediatelytotheform
(evenifyouhavenotyet
selectedarecord),click
theformbuttonatthe
topleftoftheform.
1. Selecttheapplicationformyouwanttoworkwithfromthenavigation
pane.(Ifitisnotalreadyinthenavigationpane,performasearch.)
2. Fromthelistofkeyfieldsthatappears,selectthefieldyouwanttowork
with. Youcandothisby:
ScrollingthelistbyusingtheNextandPreviouslinks
Performingasearch.TypethecriteriaintheSearchdialogboxand
clickFind.
Inthefollowingexample,VendorGroupisthekey.
3. Ifthereareadditionalkeyfieldsthatyouneedtoselectvaluesfor,repeat
thepreviousstep.
4. Afteryouselectvaluesforthelastrequiredkeyfield,therecordappears
intheform.
STEPS
Tolookuparecordonasingle-recordform(form-based)
1. Accesstheappropriateapplicationform.
2. Typeorselectvaluesforthekeyfieldsthatidentifythespecificrecord
youarelookingup.
3. ClickInquire.
STEPS
Tolookupaspecificrecordonaninquiryform
1. Accesstheappropriateapplicationform.
2. Typeorselectvaluesforanyfilterfieldsontheinquiryform,ifyouwantto
searchforalimitedsetofrecords.YoumightneedtoclickaFilterbutton
toaccessasubformthatcontainsthefilterfields.
3. ClickInquire.
Anydetailrecordsassociatedwiththekeyfieldsandmatchingthefilter
fieldvaluesappearinthedetailareaoftheinquiryform.
4. Ifyouwanttochangeadetailrecord,selecttherecordbytypingXin
theSC(SelectionCode)fieldandthenaccesstheformformaintaining
recordsofthetypeyouhaveselected.
BrowsingThroughRecordsonApplicationForms
Thefollowingproceduresdescribehowyoucanbrowsethroughaseriesof
recordsuntilyoufindtheoneyouneed.Choosetheappropriateprocedure
dependingonwhetheryouareworkingwithasingle-record,detail,or
header/detailform.
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Theseproceduresaremostusefulwhenyoudonotknowenoughaboutthe
recordyouneedinordertosearchforthatrecordspecifically.Forexample,
youshouldbrowsetofindthecorrectemployeerecordifyoudonotknowthe
employeenumber(whichisoftenakeyfield)butonlyknowtheemployee's
name.
STEPS
Browsingforwardthroughrecordsonasingle-record
form
1. Accesstheappropriateapplicationform.
2. Typeorselectvaluesfortheminimumnumberofkeyfieldsthatare
needed.Forbrowsing,youwillnotneedtoentervaluesinallkeyfields.
Usually,youenteravalueinonlythefirstkeyfield,butsometimesyou
mustentervaluesinallbutthelastkeyfield(forexample,thefirsttwo
ofthreekeyfields).Formoreinformation,see"SelectingValuesforKey
Fields"onpage75.
3. ClickNext.
NOTEIfthereismore
thanonekey,youmight
need to change the
valueforthenexttolast
keyfieldtobeableto
continuebrowsing.
4. ContinueclickingNexttomoveforwardthroughtherecords.
Whentherearenomorerecordstoview,thestatusbardisplaysa
messagetothateffect.
STEPS
Browsingbackwardthroughrecordsonasingle-record
form
1. Accesstheappropriateapplicationform.
2. Typeorselectvaluesforthekeyfields,placingthehighestvaluepossible
inthelastkeyfield. (Fornumericfields,thehighestvaluewillbeall
nines.Foralphanumericfields,thehighestvaluewillbeallZs.) Formore
information,see"SelectingValuesforKeyFields"onpage75.
3. ClickPrevious.
NOTEIfthereismore
thanonekey,youmight
needchangethevalue
for the nextto last
keyfieldtobeableto
continuebrowsing.
4. ContinueclickingPrevioustomovebackwardthroughtherecords.
Whentherearenomorerecordstoview,thestatusbardisplaysa
messagetothateffect.
STEPS
Browsingforwardthroughrecordsonaheader/detail
form
1. Accesstheappropriateapplicationform.
2. Intheheaderarea,typeorselectvaluesfortheminimumnumberofkey
fieldsthatareneeded.Forbrowsing,youwillnotneedtoentervalues
inallkeyfields.Usually,youenteravalueinonlythefirstkeyfield,but
sometimesyoumustentervaluesinallbutthelastkeyfield(forexample,
thefirsttwoofthreekeyfields). Formoreinformation,see"Selecting
ValuesforKeyFields"onpage75.
3. ClickNext.
4. Iftherearemoredetailrecordsthancanbedisplayedatonetimeinthe
detailarea,clickPageDownandPageUptobrowsethroughtheadditional
detailrecords.
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–or–
TypealinenumberinthePositionTofieldandclickInquire. Theform
displaysrecordsstartingatthelinenumberyouentered.
5. ContinueclickingNexttomoveforwardthroughtherecords. . (Youwill
movetothenextheaderrecordanditsassociateddetailrecords.)
6. Repeatstep4.
Whentherearenomorerecordstoview,thestatusbarwilldisplaya
messagetothateffect.
STEPS
Browsingbackwardthroughrecordsonaheader/detail
form
1. Accesstheappropriateapplicationform.
2. Intheheaderarea,typeorselectvaluesforthekeyfields,placingthe
highestvaluepossibleinthelastkeyfield. Formoreinformation,see
"SelectingValuesforKeyFields"onpage75.
3. ClickPrevious.
4. Iftherearemoredetailrecordsthancanbedisplayedatonetimeinthe
detailarea,clickPageDownandPageUptobrowsethroughtheadditional
detailrecords.
–or–
TypealinenumberinthePositionTofieldandclickInquire. Theform
displaysrecordsstartingatthelinenumberyouentered.
5. ContinueclickingPrevioustomovebackwardthroughtherecords. . (You
willmovetothepreviousheaderrecordanditsassociateddetailrecords.)
6. Repeatstep4.
Whentherearenomorerecordstoview,thestatusbarwilldisplaya
messagetothateffect.
ViewingDataThroughtheDrillAroundFeature
TheDrillAroundfeatureletsyouviewdatawithouthavingtotransfertothe
formorformswherethatinformationismaintained.Itisanespeciallyuseful
featureifyoudonotwanttoaccessadifferentapplicationformandwantto
viewdatathatisrelatedtooneofthefieldsonthecurrentform.
STEPS
ViewingdatathroughtheDrillAroundfeature
1. Right-clickinafieldthatletsyouusetheDrillAroundfeatureandchoose
select,orselecttheDrillicon.
2. ClickExplorerView.
TheDrillExplorerappears.
3. ExpandfoldersintheDrillAroundformbyclickingthefoldersorthe
plussignsnexttothem. Youcannotclickongrayfolders(theyreferto
itemswithnodata).
4. Continueclickingfoldersuntilthedatayouwanttoviewappearsinthe
rightpaneor,whenDetailiconsappear,clickthesetoviewthedata
associatedwiththemintherightpane.
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PerformingaSearchUsingtheDrillAroundData
UsetheDrillSearchoptiontoentersearchcriteriaorfiltertodisplayall
occurrencesofthesearchcriteria.
TheDrillSearchoptionisonlyavailableindrill.
STEPS
ToperformasearchinDrill
1. FromtheDrillArounddialogbox,clickSearch. . TheSearchdialogbox
appears.
Figure37. Formclip: DrillSearch
2. SelecttheFindorFilteroption. . EnterthecriteriaandselectFindto
performafind,orselectFiltertofilterthecriteria.
TheresultsappearintheDrillArounddialogbox.
AddingaRecord
Addingrecordsisabasicpartofsettingup,updating,andmaintainingyour
data.Forexample,youmustcreaterecordsordefinetheentitiesforwhich
youneedtostoreandprocessinformation,suchascompanies,employees,
orvendors.
STEPS
Toaddanewrecord
1. Accessthesingle-recordorheader/detailformyouwant.
2. Typeorselectvaluesforallkeyfields.
3. ClickInquire.(PerformingtheInquireformactionisnotalwaysrequired
butisagoodideainordertocheckforexistingrecordswiththesame
keyfields. Iftherecordalreadyexists,youcanthencheckwhetheryou
enteredthecorrectkeyfields.)
4. Typeorselectvaluesforotherfields.
5. ClickAdd.
Iftherecordyouhavejustcreatedhasnoinvaliddataorifitisnotmissing
anyrequireddata,the“AddComplete-Continue”messageappears.
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DefiningaRecord
Definingarecordisessentiallythesameasaddingarecord.However,you
canthinkofdefiningarecordastheprocessofcreatingthevalidvaluestobe
usedbyotherapplicationforms.Forexample,youneedtodefinevalidvalues
forsuchbasicentitiesascompany,employee,vendor,andsoon.Inaddition,
asthefollowingproceduredescribes,youcanaccesstheformfordefining
validvaluesdirectlyfromthefieldthatneedsthosevalues.
STEPS
Todefinearecord
1. Accessanapplicationformthatcontainsafieldthatyouwanttodefine
validvaluesfor.
2. Right-clickthefieldwhosevalidvaluesyouwanttodefine.
3. SelectDefine.
Theapplicationformfordefiningvalidvaluesforthatfieldappears.
4. Typeorselectvaluesforallkeyfields.
5. ClickInquire.(PerformingtheInquireformactionisnotalwaysrequired
butisagoodideainordertocheckforexistingrecordswiththesame
keyfields. Iftherecordalreadyexists,youcanthencheckwhetheryou
enteredthecorrectkeyfields.)
6. Typeorselectvaluesforotherfields.
7. ClickAdd.
8. Iftherecordyouhavejustcreatedhasnoinvaliddataorifitisnotmissing
anyrequireddata,the“AddComplete-Continue”messageappears.
9. Closetheapplicationformtoreturntotheformyouwereworkingwith
previously.
–or–
Accesstheapplicationformthatdefinesthevaluesyouneed.Formore
information,see"AddingaRecord"onpage79.
ChangingaRecord
STEPS
Tochangearecord
1. Accessthesingle-recordorheader/detailformyouwant.
2. Lookuptherecordwhosevaluesyouwanttochange.
3. Typeorselectnewvaluesforoneormorefields.
4. ClickChange.
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