The Actions menu contains export and reporting options, and for non-component browses, additional workflow and e-mail options.
Select Actions|Chart or Actions|Grid View to toggle between viewing a chart or the grid view of a browse. If a chart has not been created for the browse, the Chart option is not available.
Select Actions|Print to print the current browse.
The system displays the standard Windows print dialog so that you can select a remote or local printer or print to file. You can also use the Print and Print Preview commands on the menu to print the browse data.
Note: Make sure that the printer is online before trying to print to it. No error is displayed when you attempt to print to an offline printer.
When you print a browse, all columns in the browse are printed and scaled to fit the paper size of your printer. Depending on what data you want to print, you might want to hide some columns from the browse before you print it. For information on hiding columns, see Column Options
Export to CSV
Actions|Export to CSV exports the contents of the current browse to a comma-separated-value (.CSV) file, which you can open in supporting spreadsheet applications. The export includes only the columns that are marked as visible, which lets you exclude columns from the export by hiding those columns on the browse grid.
The left-to-right position of the visible columns in the browse grid determine the order of the data fields in the exported CSV file. The sort order of the rows in the browse determine the order in which the exported CSV lines are written to the file.
When you create groups in a browse, the groups are maintained in the exported file, and columns within groups are also sorted according to the original browse. The group-by column is positioned at the beginning of each line of exported data.
Note: In many non-US English environments, the delimiter for CSV export/import is a semicolon rather than a comma. You can now specify the delimiter in the client session configuration file (client-session.xml) browse settings:
The default is a comma. To use a semicolon as the delimiter, use the following setting:
Export to Excel
Select Actions|Export to Excel to generate an Excel worksheet with the browse data. For details, see Creating Excel Output from Browses
Export to PDF
Select Actions|Export to PDF to generate a PDF file with the browse data.
Important: When you output a report or browse to PDF, you should not attempt to create a PDF of more than 1000 pages, as this seriously affects application performance. Use a third-party PDF generation utility to create large PDF files.
System administrators should also set a page limit on the Output to Page option for reports. If you output a report of more than 1000 pages to Page, the retrieval of the data puts a burden on client resources and can cause system instability.
Select Actions|Workflow to send the current browse as an e-mail attachment to a current system user. When the user double-clicks on the link in the e-mail message, the browse is displayed.
Select Actions|Email to send this browse as a program link in an e-mail using the Email feature.
Select Actions|Report to generate a report of the current browse results:
You can have a displayed browse automatically refresh the data at a specified rate.
1 To start the automatic refresh, choose Actions|Auto Go|Start.
2 To stop the automatic refresh, choose Actions|Auto Go|Stop.
3 To change the refresh rate, choose Actions|Auto Go|Rate, click and edit the value. (The default value is 30 seconds.)
For further information, see Using Browse Chart Designer
The Cancel button becomes active when a browse is running. To stop the currently running browse, click the Cancel button.
Record Set Navigation Buttons
Use the navigation buttons to move through browse records:
Alt+Up Arrow Key
First set of records
Alt+Left Arrow Key
Previous set of records
Alt+Right Arrow Key
Next set of records
Alt+Down Arrow Key
Last set of records
For more information, see Navigating in Browses
The browse toolbar includes a refresh button next to the paging buttons so you can easily refresh the display of browse data. The refresh button is included on both drill-down and lookup browses.
Add to Favorites
Save browse search criteria for reuse in a file and then retrieve them later, or create customized browse searches and add them to the Favorites menu area.
When you save a browse as a favorite, the QAD .NET UI will save any sort column settings. When you launch the browse from the favorites menu, the QAD .NET UI will apply the sort conditions, as well as all of the other saved state that you might have set, including summaries, charts, and search conditions. If you want to save multiple versions of a browse that use different filters, you can rename the favorite to reflect the filter (for example, an Items browse can be filtered for Site 100 and then named Items for Site 100, or for product line 1000 and then named Items for Product Line 1000).
Browse, Hybrid, and Screen Views
With the browse, hybrid, and screen views, you can move seamlessly between seeing a record in a browse and viewing and modifying the details for that record. As you do so, you can take advantage of screen display options that allow you to focus on the details of interest.
When in a browse, you can double-click on a record and have the details display in a pane that opens to the right of the browse. You can then quickly view and edit those details. For example, in Item Browse, you can double-click on an item number, and then the details about that item display (in Item Master Maintenance). Meanwhile, in the browse display, you can select some other item number, and the display on the right automatically updates to show you the details of the item you have just selected. If you want to have the screen display only the details for a particular item, you can click on the Screen View icon along the upper right of the display. You can then return to the hybrid view by clicking the Hybrid View icon or just have the browse display by clicking the Browse View icon.
View, Modify, and Create
While in the browse, if you want to create a new item, click the Create icon, located next to the Screen View icon. You can also toggle between View and Modify, depending on whether you want to just view the details of an item or modify those details.