How do I Add a Keyboard Function to a Button?
From Catalyst
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 to which you want to link the button.
- 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 which to link this button. Buttons linked to all Users will be restricted to those at the specified site. Press <Ctrl+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 in front of 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
To edit existing buttons, go to " Reports & Settings Maintenance Options Add or Edit Custom Buttons".
- To narrow the search you can specify any of the ranges or simply click [Search].
- "Program" : If you know the program to which your button is linked, you may enter it here or press <Ctrl+F1> to select from a list of programs.
- "User" : If you know the specific user to whom a button is linked, you may enter their User Code or press <Ctrl+F1> to select from a list of users. If a button has been linked to all users, you should leave this field blank.
- "Site" : If you know the specific site to which a button is linked, you may enter the Site Code or press <Ctrl+F1> to select from a list of sites. If a button has not been linked to a specific site, you should leave this field blank.
- "Filter on" : You may enter the name or part of the name of a button to find it. You may leave this field blank.
- Highlight the button to edit and click [Edit].
- Make your changes, e.g. to alter the Icon used or change the Text displayed, then click [Done] and [Accept] to save your changes.
 | Alternatively you may press <F12> from any field where the Functions menu is available.
|
Removing an Existing Button
To remove a button, go to " Reports & Settings Maintenance Options Add or Edit Custom Buttons".
- Search for the button as per the instructions above for editing buttons.
- Highlight the button to delete and click [Remove].
- Click [Yes] to remove the button.
| Alternatively you may press <F12> from any field where the Functions menu is available.
|
See also
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