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John Cardinal
2022-10-20 16:17:58 +00:00
parent 686318314e
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6 changed files with 33 additions and 183 deletions
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docs/8.0/ayanova/docs/ay-start-edit-forms.md
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# Edit forms
Note: if you haven't already you should come back here *after* you look over the [forms overview](ay-start-form-overview.md) section of this manual.
Have a look at the [forms overview](ay-start-form-overview.md) guide before continuing.
AyaNova business objects are created and modified in "edit forms" and most have the same common features.
@@ -84,7 +84,7 @@ The above image shows all types of alerts you may see on an edit form.
##### Errors
Validation and server errors will appear as a red alert box with a triangular /!\ exclamation mark icon.
Validation and server errors will appear as a red alert box with a triangular /!\ exclamation mark icon.
A validation error usually indicates there is something on the form below that needs to be addressed and the field in question will also be highlighted in red with the description of the issue below it.
@@ -114,7 +114,7 @@ When the save button is disabled it means that there were no changes detected th
The delete button permanently removes the record from the server. If the button is not present or grayed out it means there is insufficient rights to delete the object or it is not deleteable for other reasons indicated.
If an object that is being deleted is found to be linked to other objects at the server, an error message will be returned indicating it is not deleteable due to this condition and which types of other objects this object is linked to in case the User wants to track down and remove all connections so they can delete this object.
If an object that is being deleted is found to be linked to other objects at the server, an error message will be returned indicating it is not deleteable due to this condition and which types of other objects this object is linked to in case the User wants to track down and remove all connections so they can delete this object.
For example attempting to delete a Customer that is selected on work orders.
@@ -130,7 +130,7 @@ It is automatically set to the last report selected.
#### New
New is used to create a new object. The new object will exist only in the local web browser until it is saved to the server at which point it will be assigned an id number and in some cases the server will fill in some values for you automatically. For this reason it's a good idea to save a new record as soon as possible and save often while completing all entry required.
New is used to create a new object. The new object will exist only in the local web browser until it is saved to the server at which point it will be assigned an id number and in some cases the server will fill in some values for you automatically. For this reason it's a good idea to save a new record as soon as possible and save often while completing all entry required.
#### Duplicate
@@ -140,7 +140,7 @@ Duplicate is particularly useful for using existing objects as "templates" when
#### View on map
Edit forms for objects with [address controls](ay-start-common-controls.md#address) will have a "View on map" menu item which when clicked will attempt to display the current objects location on a map provided there is enough information to determine the location.
Edit forms for objects with [address controls](ay-start-common-controls.md#address) will have a "View on map" menu item which when clicked will attempt to display the current objects location on a map provided there is enough information to determine the location.
The most accurate location is had by entering the latitude and longitude into the fields provided in the "Street" address section however most map providers can match to a postal code or street address when required.
@@ -168,7 +168,7 @@ If the logged in User has sufficient rights they will see a Customize menu optio
#### Search
The search menu item links to the search form and automatically causes the search form to only show results for the type of object that was being viewed in the edit form before clicking search.
The search menu item links to the search form and automatically causes the search form to only show results for the type of object that was being viewed in the edit form before clicking search.
For example if you are viewing a Customer edit form then clicking on search will automatically select Customer as the only type of result to search for.