Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
reference_entry [2017/01/05 16:00] steveclarke [Bulk Actions] |
reference_entry [2017/03/14 15:16] (current) steveclarke [Reference Entry] |
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=== Special Filters === | === Special Filters === | ||
The Reference Entry grid has special filter controls in the title bar. | The Reference Entry grid has special filter controls in the title bar. | ||
- | * Include Expired Records by default is unchecked. This means Reference records that have an Expiry Date prior to today are not displayed. When checked, all Reference records (including expired) are displayed. | + | * Include Expired Records by default is unchecked. This means Reference records that have an Expiry Date prior to today are not displayed. When checked, all Reference records (including expired) are displayed. [[concepts#effective_and_expiry_dates|Effective and Expiry Dates]] |
{{:referenceentryspecialfilters.png?600|}} | {{:referenceentryspecialfilters.png?600|}} | ||
==== Bulk Actions ==== | ==== Bulk Actions ==== | ||
- | The Reference grid has bulk actions. Bulk Actions refer to actions taken against a single or multiple selected records. To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]]. | + | The Reference grid has bulk actions. Bulk Actions refer to actions taken against a single or multiple selected records. To learn more about selecting records click [[general_navigation_grids#Selecting Records|here]]. If no records are selected when performing a bulk action, a warning message is displayed. |
{{:referencebulkaction.png?600|}} | {{:referencebulkaction.png?600|}} | ||
- | * Update will apply the specified field changes to all selected records. FIXME link ReferenceBulk | + | * Update will apply the specified field changes to all selected records. See [[reference_entry_bulk|Bulk Update]]. |
* Expire will expire the selected records. | * Expire will expire the selected records. | ||
- | * Copy will copy the selected record to another Bank. Note: Bulk Copy of References is not available on Banks with 1 depth level. See [[glossary#Banks and Bank Level|Banks and Bank Level]]. FIXME: link Bank Copy | + | * Copy will copy the selected record to another Bank. Note: Bulk Copy of References is not available on Banks with 1 depth level. See [[concepts#Banks and Bank Level|Banks and Bank Level]] and [[bank_copy|Bank Copy]] |
==== Context Options ==== | ==== Context Options ==== |