Trakker Basic Desktop Navigation

Trakker uses an Icon, tab, grid system of navigation.

From the main navigation form you click the desired Icon. That icon opens a grid with a list of items and usually a form for the items on the left.

That form will often have the data plus multiple tabs at the bottom part for more data

Icons:

Each Icon provides a listing of the selected data (customer, product, supplier, etc.) The initial list displays all of the active entities currently defined in Trakker.

Grids:

On the top of each grid on the far right is a count of how many records are on this grid

Opening Records

When you click on a row, the record selected arrow appears and the row is highlighted. When you double click the row, the entity is displayed in its own form.

Filtering

Filtering can be used to find data quickly rather than having to go scrolling though large tab lists.

• Quick Filtering
  1. Put the cursor in the top blank row of the field you wish to search in
  2. Start Typing.
  3. The search by default is contains search, and will look immediately start filtering for rows that contain that value in this field
  4. To change it to a Does Not Contain, or Exact match… click the box to the left of the field you are typing is and a drop down will appear where you can select from the different types of searches

This filtering is VERY FAST. It works as you type, and can be performed on multiple fields, as well as you can search fields for values that are exact matches, or contains your value, or does NOT contain your value, is greater than or less than the value… However it does not request any changes from the server. (So if you do not see what you are looking for do a full Refresh (F5)). NOTE: When doing a search on a Date field, you will probably need to do a Greater Than, Less Then, or Greater or Equal to or Less Than or Equal To search because the exact search will actually include a time stamp (often 12:00 AM)

• Standard Filtering
  1. This type of filtering happens at the top of the grid above grid in fact. It is often hidden and the Show Search may need to be clicked
  2. These searches are most useful for searching for something on the Inactive List
  3. Searches can be done on 2 fields at the same time.
  4. Type the value to search for (this can be a partial value for most fields but must be exact for numeric or date fields) in the “Find Value” box.
  5. (NOTE, if you do not know the value you are searching for you can put in a * and it will do a wild card search.  If used in a :
  6. Text Field will return ALL rows
  7. Date Field will return all date on or after 1/1/1970
  8. Numeric Field will return all values > -30,000
  9. If you want to see the inactive records click on the Inactive box.
  10. Click on the FILTER button

Every tab has a section above with a text box labeled Value, a drop down box labeled Field, a Find button, an Inactive check box, and a greyed out field with “x Records.”The “x Records” will display the count of how many fit the criteria. To reset the search simply make the value field blank and click the filter button, or right click and choose Clear Filter.

NOTE The Clear Filter button clears the top search boxes only, it does NOT clear the filters fill in the top of any grid’s row

Sorting

Sometimes the order in which the data appears in the tab is not the order it is desired to be in. To change the order simply click in the grey area of the tab that lists the column name that it is desired to be sorted on. A triangle will appear in that column header indicating the direction of the sort. In order to reverse the sort order simply click on that column header again and the sort order will reverse.

Record History

Every entry in Trakker keeps track of when it was created, changed, who created and changed it, what machine they created or changed on.

As you can see here this record was created on 11/18/2014 at 12:38 PM by Keith on Machine Imported and last Changed by Keith and the details of what was changed are listed in the grid below with the old and new values shown.

Note, if the changed field is a lookup/reference field from another table, it will list the old and new GUIDs value of that field.

Shortcut Keys

• F1: (from the Main Form) Brings up this help file, from other forms, typically, brings up the appropriate help information.
• F3: Opens the highlighted record on the grid
• F5: Performs the View>Refresh function
• F7: Spell Checks all text boxes
• F9: Performs the Record>Save & Close function
• F10: Save & New. Saves this record and opens a new one.