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Common Buttons

General​

Function
Meaning
SearchButton to search for records in the database.
DeleteButton to delete selected records in the results grid.
Allows you to choose the report to print.
PreviewButton to execute the print preview of documents.
PrintButton to execute printing according to the set filters and printer configuration.
Currency conversionButton for converting prices of a document into another currency. It is necessary to set the new currency and the rounding. At least one valid exchange must be present for the conversion.

General (only in read-only search forms)​

Function
Meaning
NewButton to open the form to enter a new record.
EditButton to open records for editing.
ViewButton to view records.

General (only in read/write search forms)​

Function
Meaning
NewButton to insert a new record in the last row of the results/input grid.

General (in input forms)​

Function
Meaning
SaveButton to save entered/modified records.

Profile Management​

Function
Meaning
Save profileButton to save form customizations (size/positioning of fields) with a user profile so that they can be set as default for the user, multiple users, or user roles (through the 'Profile Rights (Diritti profilo)' button): if not saved, these are lost upon closing the form.
Save asButton to save the customized form with the name entered by the user.
Delete profileButton to delete the selected profile.
Profile rightsButton to open profile management and assign rights based on its type: For user, Global, For user/role.

Diagrams​

Function
Meaning
Open diagram 

Activities/Tasks​

Function
Meaning
New activity 
Assign to activity 

Document Manager​

Function
Meaning
Document managerButton that allows attaching external files to the document in use.