The Product Select screen below is a typical select screen - all the select screens work the same way and have a similar appearance. But see the Mode discussion at the botton of this page.

First - this is the screen in its 'empty' state - ie before the Find button has been pressed.

If you press Find with nothing in the search field then it will return everything and we get the screen below.

The components are as follows:
(1) The Select area - this is where you define what you are looking for - it is not exactly the same on each select screen, but all have the same components:

  • a pull-down list of what to search (this is not always present) - in this case you can select the type of product to search
  • one or more boxes in which to enter the search value - this this case there is only one since you can only search by product name. In these you enter the search term: you can enter nothing (will return all items), or the first few characters of what you are looking for. Note that the case does not matter, ie 'b' or 'B' will both find items starting with 'B' or 'b'. You can also use wildcards.
    Note that if you press the Enter key immediately after keying something into the search box, the system will react as though you had clicked the Find button and perform the search.
  • a 'Search Identities' checkbox - checking this searches the item's Identities rather than their names
  • an 'Active' pulldown list - this can be set to Yes (active items only), No (Deactivated items only) and Both. The latter setting causes the Active column to be included indicating whether or not the item is Active.
  • a Find button - click this (or press Alt-F) to perform the search

(2) The Page navigation area - this appears whenever there are more than 20 items found. Click the First or Last icons to jump to the first or last pages; click the Previous  or Next icons to go to the previous or next pages; use the page number pull-down to go to a specific page. The 'of at least N' comment will initially display the full number of pages if less than 4 (ie less than a total of 60 items), but if there are more, then it will not display the full number of pages until you go to the last one.

You can also use the PgUp and PgDn keys to move to the previous/next page - but for these keys to work you must have an item in the item display area (see below) selected.

(3) The item display area. This is arranged in columns. In many cases you can click a column header to sort the items by that heading. Clicking it again will reverse the sort order. A small up or down arrow will show that the column is sorted and in which order. In this case the items are sorted in ascending order by Name. Note that not all columns will be sortable. If you click the column heading and nothing happens, then you can't sort by that column.

You select an item by clicking anywhere in its row or you can move the blue highlighting using the up & down arrows. See also the Mode discussion below.

(4) The Button area. Here you can see that there is one button, Cancel, but sometimes there are more. See also Common Buttons.

The select screens operate in two modes, 'select an item', and 'display'. You can tell which by the buttons at the bottom of the screen - if there is a Cancel button then you are in 'select an item' mode, and you will have got to this select screen from the previous screen by pressing the select button, or a binoculars icon.  If there is no Cancel button, then the screen is in 'display' mode, and you will have to got to this screen via the menu, for example you clicked Products on the top line, or Workflow|Messaging, or Administration|Templates, etc.

In 'select an item' mode, clicking on an item will select the item and return you to the previous screen. Pressing the Enter key selects the blue highlighted item (and you can move this with the up/down arrow keys) and returns you to the previous screen

In 'display' mode, clicking an item selects it. If there is an Edit button, then a second click opens it for editing. Similarly, with the keyboard you can use the up/down arrows and then press Enter to select the item, and if there is an Edit button, pressing Enter a second time opens it for editing.

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