The Palette has four areas:
Pop-up List
This list contains names of all Global Templates created in a given database.
When starting the configuration of a Client database, the Palette contains
two lists: General list and UNTITLED (every new Template is given
the temporary name UNTITLED); each of these is empty as no fields have been
defined. The General list acts as a repository of all fields created
under any Global/Subledger template name and as an inventory for reuse.
The temporary name UNTITLED will be replaced with the Name assigned to the new template as part of the Save process. Each saved template has its own tile (name tag) in the Palette's pop-up list.
Fields
This area has three columns: Grab, Name, and Type.
The Grab column depicts a field icon opposite each name. These icons can be dragged into the Workspace as fields in the template under construction. See adding Data fields as local or linked fields to the template.
The Type shows the Data type of the field.
Draggable objects
During the construction phase, new data fields may be created by dragging the
field icon from the Draggable objects display, or from the Grab column.
All draggable objects are represented in the Palette as icons which can be
dragged into the Workspace and fine-tuned with the Inspector. The draggable
objects available for the Global or Subledger Templates are:
Data
field
Detail
field
Title
View
field
Hub
Logo
Change
Field locations
When clicking on a field Name or Type in the Fields area of the
Palette, the Fields location area will display the names of all Global
Templates in which the selected field is used as a local or linked field. Links
may be multi-level (hierarchical), with the last level being the template in
which the field is local.
Go to
Index
Table of Contents
Global Template - Topics of Interest
Subledger Template - Topics of Interest