Buttons

 

The masks contain buttons by means of which you can initiate actions. In this case, a distinction needs to be made between buttons which are specific to the mask you are working with, and buttons which trigger the same action regardless of the mask.

The following figure illustrates some basic buttons:

Explanation of the field names

Minimises the menu tree

Buttons for filter functionalities

Logged in user as a link

A click on the link opens the mask User settings.

Buttons for data records

Buttons for

Imprint and data protection

Help page

Logout

If configured: external URL, e.g. to the support

Mask-specific buttons

Data record highlighted in blue: indicates mouse focus

Data record framed in blue: indicates last edited data record

The following applies to buttons:

Buttons are only available or active if they can be selected.

Example – button unavailable

If you have opened a data record in the view mode, the button to switch to the edit mode is displayed. If you have opened a data record in the edit mode, the button to switch to the view mode is displayed.

Example – button inactive (greyed out):

You have opened a data record in edit mode but have not made any changes yet: the button for saving is inactive until you make a change.

If you have made a change and then fully undo that exact change, the button will be greyed out again.

If a button is greyed out, a tooltip contains information as to why the button cannot be selected.

Most buttons in the application have tooltip: when you move the cursor over the button, a short text appears giving you some information on the button.

If the button is followed by ... the action is not executed directly but the application opens another mask in which you, for example, have to confirm the action.

The following table contains a description of the standard buttons:

Button

Description

Cancel

Cancels the current activity; it may be necessary to confirm a warning message

Entered data is not saved.

Save

Validates and saves the input

Continue

Calls up the next mask

Back

Changes to the previous mask or closes a window opened in the foreground

Always use this button instead of the corresponding browser button to switch back to the previous mask. Otherwise, errors may occur, for example when completing activities or business transactions.

Updates the mask's data

Generates a PDF from the displayed data

Generates a CSV file from the displayed data

Use this button to define whether the mask output is to be filtered.

The elements have the following function:

Status message

Displays whether a filter is active or not

For an active filter the name of the filter is displayed as well.

Opens the mask's filter area in which you define and save a filter

Opens the list with defined filters

Deactivates the active filter for the display

The button is only selectable if a filter is active.

Details on the filter configuration can be found in the section Applying filters to list output.

Opens a pop-up window in which you configure the column display of the current list

For each column you can choose whether it shall be displayed and at which position (via drag and drop).

Details on the column configuration can be found in the section Configuring list columns.

Opens the page of the user help

Logs out the currently logged in user

Buttons initiating actions related to data records

Detailed information on the functions of a button within the context of the related mask can be found in the use cases.

In the list header: navigates to the first data record

In the list header: navigates to the previous data record

In the list header: navigates to the next data record

In the list header: navigates to the last data record

Navigates back from the single display of the data records (for example, back to the list)

The data record you last edited is bordered in blue.

In linked lists: moves the selected list elements from the right-hand list to the left-hand list

In linked lists: moves the selected list elements from the left-hand list to the right-hand list

Creates a new object

Opens a selection list with alternatives for creating a new object

The button initiates different actions, depending on the type of mask it is located on:

In a detailed view: changes from edit mode to the mode

In a list: displays details of the data record

The button initiates different actions, depending on the type of mask it is located on:

In the detailed view: changes from the display to the edit mode

In a list: open the data record in edit mode

Saves the entered data

Discards the changes and switches to the view mode

Discards the last entered change in a linked list

You can select this button multiple times to cancel the respectively latest editing step.

Note:

Section Working with linked lists describes how to work with two-column lists.

Repeats the transfer (for example, for failed transfers)

Duplicates the displayed data record and, depending on the context, opens

A creation mask with preset data

An upstream selection mask first and only then the creation mask with preset data

Downloads data

(The function is activated)

(The function is deactivated)

Activates and deactivates functions

Buttons for sorting lists

Activates the natural sorting in descending order

Natural sorting is the logical sorting depending on the field type, for example text fields by the alphabet, date fields by the date or numerical data by the value.

If this type of sorting is activated, the newest elements or the elements with the highest values are sorted to the top of the list.

Note:

Columns that correlate by content are also sorted together. If, for example, you have defined account attributes, the lists are first sorted by order of the defined account attributes and then by order of the assigned values.

Activates the natural sorting in ascending order

Natural sorting is the logical sorting depending on the field type, for example text fields by the alphabet, date fields by the date or numerical data by the value.

If this type of sorting is activated, the oldest elements or the elements with the lowest values are sorted to the top of the list.

Note:

Columns that correlate by content are also sorted together. If, for example, you have defined account attributes, the lists are first sorted by order of the defined account attributes and then by order of the assigned values.