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About Browses

Browses allow users to access Working Papers and Time database information directly, based on specific criteria. Once set up, the user can select from the browse using a popup cell. Browses can also be used to allow the user to see supporting data when entering something into an input cell.

Browses are filtered listings of the Working Papers/Time database, so creating browses requires some knowledge of the Working Papers/Time databases and a familiarity with using database filters. When entering filters in a browse, the database should always be identified, for example AM->, since the same field name can be used in more than one database. Through the use of CaseView functions or a secondary database, users can view additional information not available in the primary database.

By setting fields to be user modifiable, information can be written back to the Working Papers/Time database directly from the browse. This information is written as the browse is closed, as CaseView is closed, or as the cursor's focus moves away from the changed field.

  • Access the Configure Browses dialog either on the Tools tab, click Browses or click the Edit Browses button in the Popup tab of a cell. Browses are saved with the CaseView document. See Copying browses between files for information on how to transfer browses from one CaseView file to another.
  • Users cannot modify any split-up account using a generic CaseView browse since split-up accounts only update when the OK button is clicked in the Split-up dialog. To update a split up account in CaseView, users need to use the Launch CaseWare dialog event to launch the Split-up dialog instead.

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