Difference between revisions of "How do I Add a Keyboard Function to a Button?"
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== Summary == | == Summary == | ||
The following article explains how to add Platinum Function Keys to a button. | The following article explains how to add Platinum Function Keys to a button. | ||
== More Information == | == More Information == | ||
− | To save time, you can create your own buttons in Platinum in specific areas of the system to simplify common tasks by making the function keys more obvious. | + | To save time, you can create your own buttons in Platinum in specific areas of the system to simplify common tasks by making the function keys more obvious e.g. to calculate the VAT on an Exclusive or Inclusive amount when [[Posting Purchase Invoices|posting purchase invoices]] or to load a [[How do I Load a Standard Workshop job?|Standard Job]] from a Workshop Jobcard. |
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− | + | === Creating a New Button === | |
− | + | * Go into Platinum and onto the field you want to link the button to. | |
− | + | * Press {{KeyPress|F12}} to view the Functions available from that field. | |
− | + | * Click {{Button|Custom}}. | |
− | + | * If buttons have already been linked to your specific User Code you will need to click {{Button|Add}}. | |
+ | ** The system will default to linking this button to your user code only. To give all users the ability to use this button blank out the {{DataPrompt|User}} box. | ||
+ | * Click {{Button|Select Function}}. | ||
+ | * Highlight the relevant function and click {{Button|Choose}}. | ||
+ | * A default icon will be displayed. To select a different icon click {{Button|Search}}. | ||
+ | * Choose an icon from those displayed by clicking on it. | ||
+ | * If you want to enter a text prompt you have up to 20 characters. If you leave this blank the system will display the wording used on the Functions Menu. | ||
+ | * If you want a divider to appear before the button choose {{DataValue|Yes}} at the {{DataPrompt|Divider}} prompt. A dividing line will appear before this button to separate it from the buttons and options already on the bar at the top of your screen. | ||
+ | * Click {{Button|Done}} and Accept your new button. | ||
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− | + | === Editing an Existing Button === | |
− | + | * From any field where the Functions menu is available click {{KeyPress|F12}}. | |
− | + | * Click {{Button|Custom}}. | |
+ | * If the option to add a new button pops up click {{Button|Exit}}. | ||
+ | * Click in {{DataPrompt|Program}} and press {{KeyPress|C+U}} to blank the field. | ||
+ | * Click in {{DataPrompt|User}} and either press {KeyPress|C+U}}} to blank the field to view buttons linked to any user or enter a User Code to view buttons linked to one specific User. | ||
+ | * If you need to search for a user Code press {{KeyPress|C+F1}}. | ||
+ | * Highlight the button to edit and click {{Button|Edit}}. | ||
+ | * Make any changes and click {{Button|Done}} and {{Button|Accept}}. | ||
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== See also == | == See also == |
Revision as of 09:01, 18 July 2016
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This article or section is out of date and scheduled for a review. Be aware: Content may not match the current version of Platinum. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
The following article explains how to add Platinum Function Keys to a button.
More Information
To save time, you can create your own buttons in Platinum in specific areas of the system to simplify common tasks by making the function keys more obvious e.g. to calculate the VAT on an Exclusive or Inclusive amount when posting purchase invoices or to load a Standard Job from a Workshop Jobcard.
Creating a New Button
- Go into Platinum and onto the field you want to link the button to.
- Press <F12> to view the Functions available from that field.
- Click [Custom].
- If buttons have already been linked to your specific User Code you will need to click [Add].
- The system will default to linking this button to your user code only. To give all users the ability to use this button blank out the "User" box.
- Click [Select Function].
- Highlight the relevant function and click [Choose].
- A default icon will be displayed. To select a different icon click [Search].
- Choose an icon from those displayed by clicking on it.
- If you want to enter a text prompt you have up to 20 characters. If you leave this blank the system will display the wording used on the Functions Menu.
- If you want a divider to appear before the button choose 'Yes' at the "Divider" prompt. A dividing line will appear before this button to separate it from the buttons and options already on the bar at the top of your screen.
- Click [Done] and Accept your new button.
Editing an Existing Button
- From any field where the Functions menu is available click <F12>.
- Click [Custom].
- If the option to add a new button pops up click [Exit].
- Click in "Program" and press <C+U> to blank the field.
- Click in "User" and either press {KeyPress|C+U}}} to blank the field to view buttons linked to any user or enter a User Code to view buttons linked to one specific User.
- If you need to search for a user Code press <C+F1>.
- Highlight the button to edit and click [Edit].
- Make any changes and click [Done] and [Accept].
See also
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