Navigating the User Interface
From LongJump Support Wiki
Every page in the platform includes the elements shown here:
Contents |
Navigation Bar
The Navigation bar offers quick links to navigate throughout the platform
- Setup - Manage personal information, database administration/management and customize applications via Setup
- Help - Have a question? Search the Support Site at Support Wiki
- Support - Want to contact us? File a Support Case describing the issue, and we will respond within one business day
- Logout - To preserve the security of your data, Logout of the application before you close the browser window
- Applications - Navigate to a different Application or create a new application
Tabs
Tabs are a visual representation of data in Objects and provide easy access to list views, reports and other platform features
- Personalize Tab Settings - Use this icon to open the list of objects to Personalize Tab Settings
New/More Actions
These controls manage records in the object, and allow customization of the object
- Click the [New] button to add a new record to the Object
- Use the checkbox
icon to select a group of records and apply More Actions
- Customize the Object
Sidebar
The content in the sidebar changes, depending on the object being displayed. The Sidebar can contain these elements:
- Search - Enter a keyword and find matching records
- Advanced Search - Narrow the search parameters to find matching records faster
- Recent Items - A list of links to the most recently accessed records; Not all types of records are listed
- Recycle Bin - Restore deleted information
Body
The content in the body of a page varies, and can appear as a List of records in an Object, a page of Widgets, a list of Reports, or Setup controls
Using Icons in Data Entry Forms
Find these fields and icons in the platform:
Required Field
Required fields are highlighted to indicate that data input is required. If a Required field is empty and an action is taken on the record (Edit and Save for example), an Error Message is displayed. To change the attributes of a field, see the Display Attributes section in Edit Field Properties.
 | 
| Required fields are highlighted. In this example, a green bar is located on the left side of each required field. |
| Fields without a highlight are optional |
- Considerations
- Checkbox fields are not eligible as Required fields
Error Message
Error Messages will be displayed when additional information is needed, or the data you entered does not meet the field format or criteria.
Page Icon
Use the Page Icon control to add, delete or clone pages, add widgets, or set the default page to display.
View Icon
From the View Icon, you can customize the current view, or build new views for you and your team.
Lookup Icon
A Lookup field can be identified in a form by the appearance of a Lookup 
icon. The Lookup icon is used in data entry to view and select items from a Lookup Window.
Optionally, use the Auto-Completion for Lookup Fields option for faster data entry in Lookup fields.
Table of Icons
The following table explains how to use the navigation buttons and icons that appear in the platform.
| Icon | Name | Action |
|---|---|---|
 | Lookup | Lookup related information from a list |
 | Quick Edit | Open a Quick Edit dialog box |
 | Calendar | Show a calendar (select a date) |
 | Record Attempted | Update Activity status or details |
 | Mark Completed | Mark an Activity as complete |
 | Log Activity | Update an Activity |
 | Remove Selected | Removes one or more selected items from a list |
 | Add button | Adds additional fields of the type included in that section or page |
 | Up arrow
Down arrow | Moves the selected item up in the list
Moves the selected item down in the list See Arrow Button for more detail |
 | Right arrow
Left arrow | Moves the selected item from the left column to the right column
Moves the selected item from the right column to the left column See Arrow Button for more detail |
 | Expand | Expand (show) a section to show additional fields |
 | Collapse | Collapse (hide) a section |
 | Edit widget | Edit a Widget |
 | Minimize widget | Minimize a Widget to show only the title bar |
 | Maximize widget | Maximize a Widget to full size |
 | Delete widget | Delete a Widget |
 | Edit Layout and Edit Field | Edit Form Layouts and Fields in Objects |
 | Manage Related Information Button | Use the Manage Related Information Button to add, edit or delete buttons in a Related Information Section |
 | Move Field icon | Rearrange fields in a Form Layout |
 | Delete icon | Delete a field from a Form Layout, delete a Form Layout, delete a Related Information Section |
 | Clone Layout icon | Create a new layout using the fields from the current layout; Learn more: Clone a Form Layout |
 | Help button | Get Help |
 | Layout Rule icon | Apply Layout Rules |
