7.5 Using the editing buttons

This section describes the editing buttons you can use while specifying values for attributes:

Button

What it does

Looks up a value to use in an entry

Displays a History list of values used in an entry

Displays a Calendar to pick a time to use in an entry (in date-time or date-only format)

Resets the value of an entry

Adds a new entry

Deletes an existing entry and its value

The following procedures tell you more about using some of these editing buttons.

To look up a container:

  1. Click the Lookup button to the right of an entry (for which you want to look up a container):

    Description: illustration

    The Lookup page displays a tree of containers:

    Description: illustration

    You can expand or collapse the nodes in this tree (by clicking the + or - buttons) to look for the container you want.

  2. If necessary, specify search criteria for the container you want.

    In the textbox, type all or part of the container name to search for. The search will find every container name that begins with the text you type. It is not case-sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

    For instance, all of the following examples will find the container named users:

    Users
    users
    u
    u*
    *s
    *r*
    
  3. Click Search.

    The Lookup page displays your search results:

    Description: illustration
  4. Select the container you want from the tree.

    The Lookup page closes and inserts the name of that container into the appropriate entry.

To look up a user:

  1. Click the Lookup button to the right of an entry (for which you want to look up a user):

    Description: illustration

    The Lookup page displays:

    Description: illustration
  2. Specify search criteria for the user you want:

    1. Use the dropdown list to choose whether the search is by First Name or Last Name.

    2. In the textbox next to the dropdown, type all or part of the name to search for.

      The search will find every name that begins with the text you type. It is not case-sensitive. You can optionally use the asterisk (*) as a wildcard in your text to represent zero or more of any character.

      For instance, all of the following examples will find the first name Chip:

      Chip
      chip
      c
      c*
      *p
      *h*
      

      NOTE:A manager lookup will search only for users who are managers. A task-manager lookup will search only for users who are task managers.

  3. Click Search.

    The Lookup page displays your search results:

    Description: illustration

    If you see a list of users that includes the one you want, go to Step 4. Otherwise, go back to Step 2.

    HINT:You can sort the search results in ascending or descending order by clicking the column headings.

  4. Select the user you want from the list.

    The Lookup page closes and inserts the name of that user into the appropriate entry.

To use the History list:

  1. Click the History button to the right of an entry (whose previous values you want to see):

    Description: illustration

    The History list displays, with values in alphabetical order:

    Description: illustration
  2. Do one of the following:

    If you want to

    Do this

    Pick from the History list

    Select a value that you want from the list.

    The History list closes and inserts that value into the appropriate entry.

    Clear the History list

    Click Clear History.

    The History list closes and flushes its values for this entry. Clearing the History list does not change the current value of the entry.

To use the Calendar:

  1. Click the Calendar button to the right of an entry (for which you want to pick a time):

    Description: illustration

    The Calendar displays:

    Description: illustration
  2. To specify a year, month, and day:

    1. At the top of the Calendar, use the << and >> buttons to scroll to the year and month you want.

    2. Select the day you want in that month.

  3. To specify an hour and minute:

    1. At the bottom of the Calendar, use the << and >> buttons to scroll to the hour you want.

    2. Use the < and > buttons to scroll to the minute you want.

  4. Click OK.

    The Calendar closes and inserts the specified time into the appropriate entry.