2.6.5.3.2 Standard toolbar buttons common to the Desktop and editors
The table below shows the buttons common to the Desktop and editors, and shows the commands and hotkeys associated with these buttons and the functions they perform.
Note:
The Category Builder and Scope Builder view editors do not have the standard toolbar. To find out more, refer to these views.
To or press
or select Click
Create an object CTRL + N
File > New
To or press
or select Click
Create one of the objects presented in the contextual menu
File > New > Menu
Print an object CTRL + P
File > Print
Obtain information about the version number and copyright
Help > About
Note:
By default, the buttons which you can use to create different types of objects use the same icon as the object in the view's tree structure.
Example:
The icon symbolizing the Functional Profile, selected in the view's tree structure, appears on the button.
If you want to create a Functional Profile, you can do so by clicking the button directly without having to select this object from the dropdown list.
2.6.5.3.3 Desktop buttons
The table below shows the buttons featured on the standard toolbar for the Desktop. Like the previous table, it shows the commands and hotkeys associated with these buttons and the functions they perform.
To or press
or select Click
Open an existing object CTRL + O
File > Open
Delete selected data and place it on the Clipboard
CTRL + X Edit > Cut
Copy selected data and place it on the Clipboard
CTRL + C Edit > Copy
Paste selected data from the Clipboard
CTRL + V Edit > Paste
Delete the selected object CTRL + Delete
Edit > Delete
Display the window for manag-ing how columns are dis-played, sorted and grouped.
View > Columns
Display the box showing object properties which enables you to sort and group them View > Properties Box
To or press
or select Click
Go to previous view Go To > Previous View
Go to next view Go To > Next View
Select a display template View > Templates > Current
Template > [Template Name]
Choose working language Tools > Working Language
[Language Required]
2.6.5.3.4 Standard editor toolbar buttons
The table below shows the buttons in the standard editor toolbar, and the commands and hotkeys for the buttons and the functions they perform.
Note:
The Category Builder and Scope Builder view editors do not have the standard toolbar. To find out more, refer to these views.
To or press or select
Click
Save object or changes made CRTL +S
Return to the Desktop Tools > Back to Desktop
Related Topics
•Scrolling through Information Viewer lists
2.6.5.3.5 Desktop filter toolbar
The "Desktop filter" toolbar enables you to restrict the display to objects related to specific reporting IDs or units.
Note:
The filters do not apply to all of the views.
You can select more than one value for the Specify Reporting ID filter, but only one in the Specify Reporting Unit filter.
Note:
If you do not select any value in the Specify Reporting ID filter in the Desktop, then all elements are displayed in the "Home" view of the Analysis domain and in the views whose display depends on the selection made.
By default, the toolbar is displayed at the top of the Desktop. You can, however, hide it or move it to another location.
Desktop filters
The Desktop filter toolbar offers the following filters on items that appear in the Information Viewer lists:
• Reporting ID Note:
If you do not select any value for the Specify Reporting ID filter, then nothing is displayed in the
"Home" view of the Analysis domain or in the views whose display depends on the selection made.
• Reporting Unit
• Viewpoints in Report Navigator You can:
• enter the code of the item you want to select in the text box.
If you want to select more than one item, you must enter the codes for each one and use a semi-colon (;) to separate them.
Note:
You must enter codes that are already in the database.
• click to select the items.
Note:
Multiple selection only works for certain items.
If an item has been selected or entered, the code appears in the text box and the long description appears to the right of the box.
If several items have been selected or entered, the codes will appear in the text box separated by a semicolon (;). "Multiple Selection" appears to the right of the box. When you place the cursor on the text box, a tooltip containing the codes selected appears.
Note:
To delete the selection of codes, select the items then hit the Return key. You can also delete the selection using the contextual menu.
The Desktop Filter toolbar contextual menu is used to:
• Consult
Select Consult to open the object properties box in read-only mode.
• Change
Select Change to open the object properties box to edit the properties.
• Clear
Select Clear to remove the selection made or the data entered.
Note:
The Clear and Change commands only work if one single object has been selected or entered in the text box.
2.6.5.4 Desktop commands and menus
In all of the views, the following standard menus are available:
• File menu
• Edit menu
• View menu
• Go To menu
• Tools menu
• ? menu
In a number of views, there is an additional menu entitled Actions which enables users to perform operations which are specific to each view. The commands available in this menu vary depending on the view currently open.
Related Topics
•View and object-specific menus
2.6.5.4.1 File menu
The File menu contains commands for:
• creating and opening objects
• printing objects and setting up the page for printing
• importing and exporting data
• configuring domains
• closing the Desktop or session
Note:
In the Desktop, the File menu does not contain a Save command because the commands used for saving items are displayed in the view editors.
2.6.5.4.2 Edit menu
The Edit menu contains all of the standard commands for editing objects: Cut, Copy, Paste, Delete, and Select All.
2.6.5.4.3 View menu
The View menu contains the commands for displaying or hiding Desktop objects or items. These objects include the Properties Box which you can use for viewing and changing object properties of one or more selected items.
You can also use this menu for defining templates to customize how the Desktop is displayed.
Related Topics
•The object editor
2.6.5.4.4 Go To menu
The Go To menu contains all of the commands for navigating through the Desktop. It presents a full list of the domains and views together with a log of the views last consulted.
2.6.5.4.5 Tools menu
The Tools menu presents a group of commands for performing operations which are general to the application.
Use this menu to:
• activate the read-only mode to prevent any modifications from being made to objects (except those currently open)
• open other Desktops
• select the working language, the application language
• change the password of the user connected
• configure general options Related Topics
•Configuring the general options
2.6.5.4.6 ? menu
The Help menu provides information on the application version and enables you to consult the product documentation.
2.6.5.4.7 View and object-specific menus
Certain views present additional commands for performing operations which are specific to these views.
Actions menu
In some views, an Actions menu appears in the Standard menu after Tools with commands that enable you to perform operations specific to a view in the Desktop. The commands contained in this menu vary depending on the view currently open.
Example:
In the Reporting Organizer view, the Actions menu contains the RU Organizer and Package Manager commands. In the RU Organizer view, however, the Actions menu contains the Generate Package at Current Site and Insert Reporting Units commands.
New command
If different types of objects are managed in a view, the New menu will contain a sub-menu that lists all of the objects managed in the view.
For example, in the Consolidation view, the New sub-menu contains commands for creating a new Consolidation definition or Intercompany reconciliation definition.
2.6.5.5 Desktop status bar
The status bar provides information on the window currently open. It specifies:
• the current task, like Ready or Searching.
• a description of any command currently highlighted.
• the keyboard configuration: the three boxes at the right of the bar show whether the Caps Lock, Num Lock and Scroll Lock functions have been activated.
By default, the status bar is displayed underneath the open window, but you can hide it if required.
Example:
The message "Creates a new schedule" will appear when you place the mouse arrow on File > New
> Schedule.
2.6.5.5.1 To display or hide the status bar 1. Click View.
A dropdown list appears.
If the Status bar command is activated, the status bar is displayed.
If the Status bar command is not activated, the status bar is hidden.