Page Menu Options

Expand / Minimize

Expand or minimize the page menu.

Search

Enable Search mode. Entered selection criteria appear under "Search Criteria," listing the page or tab name. Click the X to remove.

Advanced Search

Save entered selection criteria. Must be in Search mode to display this option.

Records

Display selected record(s) in Grid or Single Record view.

Field Help

Display field-related database information in lower right corner of the page.  Custom Field Help can be managed by selecting the pencil icon on the field help window.

About

Displays release, user, server, connection and Web browser information.

Threaded Notes

Displays saved threaded notes. Selecting a saved note or the "Add New Thread" button opens the Update Generic Text (SYUTTXUP) page, filtered based on the screen the user came from, to manage threaded notes. User must have required security to view all information.

Screen Links

Displays links to related screens, if available. A total of 12 shortcuts and screens links can be displayed at a time in the side panel.

Allows your district to define Customized Shortcut Links on user screens and populate selection criteria from the current record. 

Attachments

Displays Documents Online attachments, if any. Valid user permissions and at least one attachment definition need to be in place for this functionality to work. If more than one attached definition exists for a given page, select the correct attach destination from the drop-down before attaching the file. To attach a file, select "Add New Attachment." Use the search field to search for a specific attachment (type).

Supported characters for a file name are letters, numbers, hyphen ( “-” ), underscore ( “_” ), parentheses ( “(“ , ”)” ), dollar (“$”) and periods ( “.” ).

All other special characters are not supported and the filename (including file extension) cannot exceed 255 characters.

Reload Record

Reloads the current record.

Revert Changes

Reverts all changes since the record was last saved. If no changes were made, the option is grayed out.

Save Changes

Save changes. If no changes were made, the option is grayed out.

Export to Excel

Opens the Export to Excel window from which users can select what data to export to Excel.

Tools

Screen-specific tools appear in bold.
Standard screen tools:
Ledger Settings — Change ledger preferences. GL Ledger reads from GLUPGN.
User Settings – The Workflow Approval panel can remain open as users navigate between pending records within a page when this is enabled. This is disabled by default. 
View Last Changes — Displays most recent set of changes.
Data Dictionary — Formerly called "Consolidated Field Help." Displays database information for all page fields. Option to export data to .csv file.

Layout Management

Enables users to select or create district page layouts for the selected screen.  Up to 5 district-defined layouts are available, per screen.  

Start Designer - Places screen in layout update mode and allows user to remove and re-order fields.  

Undo Layout - Reverts layout changes to stock layout. 

Remove Default Layout - Resets default layout to the stock layout.

Manage Layouts - Select, create, edit, or delete district layouts.  Options are restricted by user association.  

Reports

Allows your district to define CDD reports on user screens and populate selection criteria from the current record.