ChildFund POC Proof of Concept ScenariosLesson 0: Basic Navigation

Lesson 0: Basic Navigation

Helps explain basic functionality to ease navigation within the system.

Hyperlinks

Hyperlinks

The system helps to ease navigation by providing a hyperlink for each record which can be accessed throughout the system whereever that record is referenced.  Just click on the link and you will be taken to the record.

Global Search

Global Search

In the top frame, the Global Search can be used to easily find records in the system.  Enter the search term(s) in the search box and click the 'Search' button.  All matching results will be displayed and segmented by the type of record.

Required Fields

Required Fields

Required fields must be populated before you can save a record.  In edit mode, required fields are marked with a red bar.

Lookup Fields

Lookup fields allow two records to be associated.  

1. In edit mode, lookup fields appear with a magnifying glass.  To add a value, click on the lookup icon to open a search dialog that allows the user to search for the record that should be associated with the one being created/edited.

2. Enter the name of the record you would like to search for.

3. Click the 'Go!' button.

4. Select the hyperlinked name of the record in the Search Results.

Multi-Select Picklists

Multi-Select Picklists

Using multi-select picklists provides the ability to select multiple values for one field.

  • To select a single value, double click on any available value in the left scrolling box to add that value to the selected scrolling box on the right.
  • To select multiple values, hold the SHIFT key to select the first value and click the last value in the range, then click the arrow to add selections to the chosen box.

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