Record Screen Basics

The Record Screen is a powerful tool used to view, select, and edit a filtered list of records such as Item Records, Category Records, Vendor Records, just to name a few. The record screen is used throughout Artisan and does have some variations, but all have a common theme. We will be using the Item Records Screen for our example.

Item Record List

The record with the highlighted background (shown in blue) is the selected record.

Basic Record Screen

Pressing ENTER will perform the default action for the particular screen on the highlighted record. When you are just in a basic record list, such as Item Records then pressing ENTER will edit the record. But if you are in a record screen that is asking for you to make a selection, ENTER will select the record. For example, in the sales screen, the customer prompt will select the customer, but in the customer records screen, it will edit the customer record. 

red star Note –  In all of Artisan, F2 is always associated with searching, F3 is always adding a new record, and F4 is always editing. This includes any variation such as Alt-F3 or Alt-F2, etc.

Basic Record Screen 3

In the top left corner of the search filter box, you see the F2 Search Scheme button. This is the primary way of changing your search. The search scheme saves both your filter field and sort order field, which are not necessarily the same. When you first switch to a new search scheme, they will start out the same. When you select a new search scheme Artisan makes sure that the field you select is included as one of your field columns.

Basic Record Screen 2

To create a blank new record using only the built-in and user-defined record defaults, press F3 or the Add a New Record Button. To copy a record use Alt-F3.

Basic Record Screen 1

If you press F4 or select Edit This Record, the record that is highlighted will be opened. If you press Alt-F3 to copy this record, then the highlighted record will be copied into a new record.

Basic Record Screen 4

Click on a field column header to change the order. Click again to toggle between ascending and descending order. The small blue triangle points up for an ascending (A to Z) sort order.

Basic Record Screen 5

The arrow pointing down means the records are sorted in a descending (Z to A) order. 

Shift-Click will allow you to specify up to 3 additional sort orders for a total of 4 sorted fields. First, click on a field header to start the search, then Shift-Click to select the 2nd, 3rd, and 4th field orders. Shift-Click again on the same field header will toggle between ascending and descending.

Basic Record Screen 6

To add or remove field columns or to rearrange them, right-click or choose the Configure Columns button to add or remove field columns from your view. If you add more columns the screen may horizontally scroll or you may re-size your window to allow for more room.

Basic Record Screen 7

Another way to rearrange columns is to click the field header and drag it where you want it to go.

Basic Record Screen 8

The search box at the top of the screen allows you to filter your searches depending on the option you have selected. Use F2 or click on the Start New Search button to change the search criteria.

Basic Record Screen 9

The Show Power Search button is used to reveal an additional set of record filters customized for each record type. Therefore, no two record types have the same options. The power search is broken up in 2 or 3 tabs depending on the record type. 

For more detail on using the Power Search Feature please read Using the Power Search Feature article.

Basic Record Screen 10

Once the power search is visible, you can hide it without interrupting the filter to allow you to see more of the filtered records. Click on the red X,Basic Record Screen 11 to clear the filter or press Show Power Search to reveal the filters again.

Basic Record Screen 13

If you need to change more than one record at the same time, such as a price change for an entire category, then you would want to use Bulk Changes. Bulk Changes are specific to each of these record types: Item Records, Category Records, Vendor Records, Customer Records.

Basic Record Screen 14

Use this option to export your data to a .CSV (comma delimited), .TXT (tab-delimited), or .TTX (Artisan’s multi-table file structure, called Tagged Text). You will be prompted to include either just the columns in your configured column view (even if those columns are scrolled out of sight) or ALL exportable fields. The record, power, and advanced filters will be honored, so you could export just the items from one category for example.

Basic Record Screen 12

If you want to print out a list of records or print out a page on each record, then press Ctrl-P or choose this button. You will be given various general printing options, but the report will be sent to the printer you have set as your report printer. Caution: If you have too many columns in your configure columns view, your print size will be very small. Reduce the number of columns to increase the font size.