Most PMWEB pages include a toolbar at the top of the page. The buttons in these toolbars generally act at the record or screen level. The buttons that appear vary by page or record type. Buttons also vary depending on the edit state of the record. For example, the Save button is not available in most records until the record has been edited and needs to be saved. This topic lists the buttons commonly used in these toolbars and information about them.
New Record Button:
Click the left side of this button to create a new, empty, record
Click the arrow on the right side of this button to open the New Record dropdown. The contents of the dropdown vary, depending on the record, but may include:
Copy - Click this to create a copy of the current record
Print Button:
Click the left side of this button to open the default BI report associated with the record type
Click the arrow on the right side of this button to open the Print dropdown. The contents may include:
Show Linked BI Reports, PMWEB Reports, and PMWEB Word Templates - Click one of these to browse for that type of report
More Button: Click this button to open the More dropdown. The contents will vary, depending on several factors, but may include:
About Record - Click this button to see the About Record dialog, which shows read-only metadata about the record
Change to Inactive - Click this to toggle the record between active and inactive
Generate... - This section lists the records that can be generated from the current one. The options in the list are determined by settings in Generating.
Delete Record - Click this button to delete the record. A dialog appears, asking you to confirm the delete.
Cancel Button: If the record has been edited and needs to be saved, the Cancel button appears. Click this button to undo the unsaved changes and reload the record in its last saved state. The Cancel button also disappears and the default toolbar buttons are displayed.
Save Button: If the record has been edited and needs to be saved, the Save button appears. Click this button to save the unsaved changes. The Save button also disappears and the default toolbar buttons are displayed.
Submit Button: Click this button to submit the record into workflow. This button only shows if workflow has been enabled for the record and the record has not yet been submitted.
