Form toolbar

The standard name of the register or form, as entered in the Document Types register, is displayed.

The icon in the leftmost corner indicates a specific form, and it can also be used to create a short cut to the form.

Filter

Where it makes sense, the data in the form or in the register can also be filtered by pre-set criteria before the search (for a use case, see Subjects).

Add task

Opens the window for creating tasks.

Navigation buttons

They allow us to delete records, add records, move records and search through data. For details, see chapter Navigation buttons.

Templates

The button opens a menu for setting-up form templates.

Wizards

Opens the wizards menu for each form.

Reports

Enables reports or a preview of the form report. By clicking this button, it is opened:

• Wherever the reports are more complex, Report criteria window;

• For simpler reports and within report previews, a report list in the form of a tree structure, from which the desired form is selected, is opened.

Import and export data

Enables the import and export of data.

Help

All user support mechanisms are available in the help menu, to help the user with their work and use of the program.
By double-clicking on the Help icon or selecting the Help menu option, the Help menu will open at the beginning of the description section of the currently active form.

Window Controls

The window controls are the buttons that you can use to control each window: