{"id":1958,"date":"2014-11-14T18:11:04","date_gmt":"2014-11-14T23:11:04","guid":{"rendered":"http:\/\/certek.com\/kb4\/?p=1958"},"modified":"2023-06-15T10:15:27","modified_gmt":"2023-06-15T14:15:27","slug":"record-list-basics","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/record-list-basics\/","title":{"rendered":"Record List Screen Basics"},"content":{"rendered":"\n

The\u00a0“Record List Screen<\/strong>”\u00a0is a powerful tool used to view, select, and edit a filtered list of records such as “Item Records<\/strong>,” “Category Records<\/strong>,” and “Vendor Records<\/strong>,” just to name a few. The record list screen is\u00a0used throughout Artisan and does have some variations, but all have a common theme.\u00a0We will be using the “Item Records Screen<\/strong>” for our example.<\/p>\n\n\n\n

\"Item<\/a><\/figure>\n\n\n\n
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The record with the highlighted background (shown in blue) is the selected record.<\/p>\n\n\n\n

\"Basic<\/a><\/figure>\n\n\n\n

Pressing\u00a0<\/span>ENTER\u00a0<\/b>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<\/strong>” then pressing\u00a0<\/span>ENTER\u00a0<\/b>will edit the record. But if you are in a record list screen that is asking you to make a selection,\u00a0<\/span>ENTER\u00a0<\/b>will select the record. For example, in the Sale Screen, the customer prompt will present as a customer record list screen to select the customer, but when used from “Customer Records screen, ENTER<\/b> will open an individual Customer Record screen.<\/span><\/p>\n\n\n\n

\"red<\/a>\u00a0Note<\/b>\u00a0<\/b><\/i>–\u00a0 In all of Artisan,\u00a0<\/span>F2<\/b>\u00a0is always associated with searching,\u00a0<\/span>F3<\/b>\u00a0is always used for adding a new record, and\u00a0<\/span>F4<\/b> is always used to open an individual view\/edit detail screen for the current highlighted record. <\/span>Alt-F3<\/b>\u00a0is like F3<\/b>, but starts the new record screen with fields copied from the current record.<\/span><\/p>\n\n\n\n

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\"Basic<\/figure>
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In the top left corner of the search filter box, you see\u00a0the <\/span>F2<\/b>\u00a0“Search Scheme<\/strong>“<\/span> button.\u00a0This is the primary way of changing your search. The search scheme saves both your filter field and sort order field, which are not\u00a0necessarily\u00a0the same. When you first switch to a new search scheme, they will start out the same.\u00a0When you create a new search scheme, Artisan makes sure that the field you select is included as one of your field columns.<\/span> <\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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To create a blank new record using only the built-in and user-defined record defaults, press\u00a0<\/span>F3<\/b>\u00a0or the “Add a New Record<\/strong>” button. To copy a record, use\u00a0<\/span>Alt-F3<\/b>.<\/span> <\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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If you press\u00a0F4\u00a0<\/b>or select\u00a0“Edit This Record<\/strong>,” the record that is highlighted will be opened. In cases were the records are read-only, this button will be labeled “View Details<\/strong>“.<\/span> <\/p>\n<\/div><\/div>\n\n\n\n

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\"Basic<\/figure>
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Click on a field column header to change the order.\u00a0Click again to toggle between ascending and descending order.\u00a0The small blue triangle points up for an ascending\u00a0(A to Z) sort order.<\/span> <\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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The arrow pointing down means the records are sorted in a descending (Z to A) order.\u00a0<\/span> <\/p>\n<\/div><\/div>\n\n\n\n

\"\"<\/figure>
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Shift-Click will allow you to specify up to three additional sort orders for a total of four 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 toggles between ascending and descending. <\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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To add or remove field columns or to rearrange them, right-click or choose the “Configure Columns<\/strong>” 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.<\/span><\/p>\n\n\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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Another way to rearrange columns is to click the field header and drag it where you want it to go.<\/span><\/p>\n<\/div><\/div>\n\n\n\n

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\"Basic<\/figure>
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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<\/strong>” button to change the search criteria.<\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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The<\/span> “Show Power Search”<\/b> 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 two or three tabs depending on the record type. <\/span><\/p>\n\n\n\n

For more detail on using the Power Search Feature, please read Using the Power Search Feature<\/span><\/a><\/strong><\/span> article.<\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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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,<\/span> \"Basic<\/a>to clear the filter or press “Show Power Search<\/strong>” to reveal the filters again.<\/span><\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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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<\/strong>.” “Bulk Changes<\/strong>” are specific to each of these record types: “Item Records<\/strong>,” “Category Records<\/strong>,” “Vendor Records<\/strong>,” and “Customer Records<\/strong>.”<\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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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) file. 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, for example, export just the items from one category.<\/p>\n<\/div><\/div>\n\n\n\n

\"Basic<\/figure>
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If you want to print out a list of records or print out a page on each record, then press\u00a0<\/span>Ctrl-P<\/b>\u00a0or 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 in Printer Assignments.<\/span> See <\/strong>Table Printing Options<\/a>.<\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

The\u00a0“Record List Screen”\u00a0is a powerful tool used to view, select, and edit a filtered list of records such as “Item Records,” “Category Records,” and “Vendor Records,” just to name a few. The record list screen is\u00a0used throughout Artisan and does have some variations, but all have a common theme.\u00a0We will…<\/p>\n","protected":false},"author":11,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[302],"ht-kb-tag":[],"class_list":["post-1958","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-welcome-to-artisan"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/1958","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=1958"}],"version-history":[{"count":22,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/1958\/revisions"}],"predecessor-version":[{"id":16545,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/1958\/revisions\/16545"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=1958"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=1958"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=1958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}