How do I Add a Keyboard Function to a Button?

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 you have already created buttons for this program and/or User you will need to click [Add] to create a new button.

• 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.
• If necessary enter a "Site" to link this button to. Buttons linked to all Users will be restricted to those at the specified site. Press <C+F1> to search for a Site code. You may leave this field blank.
• 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 when you hover your cursor over the button.
• 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 <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].

Removing 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 <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 remove and click [Remove].
• Click [Yes] to remove to the button.

See also

• How do I Add a Macro to a Button?

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Keywords AND Misspellings

macro, function, button, icon, custom, common functions, common options, functions menu, F12

Tags

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