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Creating a Browse

  1. Place the cursor in the cell where the browse is to go. On the Home tab, click Cell.

    Note: Alternatively you can double-click the cell to open the Cell dialog.

  2. On the General tab, under Calculation Properties, select both Popup Cell and Input Cell.
  3. Click the Popup tab and select Database. Click Edit Browses and the Configure Browses dialog opens.
  4. Click Add Browse. In the Browse Attributes section:

    1. Type a name in the name box.
    2. Select the appropriate database for the information. The index lists all the available sort options and the fields that will populate the popup cell.

      Note: Users cannot modify these options at this time.

    3. If a second database will be used in the browse, in the Key box, select a field common to the primary and secondary database to link the information together from the list.
    4. Fill in any necessary filter information.
    5. To give users the option of selecting "None" in your browse, fill in the appropriate text in the None Label box, or click images\extdesc_shg.gif to enter a calculation using the Calculation editor.
  5. Click Edit Fields to launch the Edit Browse dialog to select the fields to appear in the browse.
  6. In the Edit Browse dialog, for each of the columns to appear in the browse, complete the following steps:

    1. Click Add Field. In the Title box, fill in the title, enclosed in "", as it is to appear in the browse.
    2. From the Function box, select the database field.
    3. Adjust the alignment of the field, and make any other necessary changes to the browse. Select whatever options you want to include for the browse.
  7. Click OK to close the Edit Browse dialog, and then OK to close the Configure Browse dialog.
  • Users cannot modify any split-up account using a generic CaseView browse since split-up accounts are only updated when the OK button is clicked in the Split-up dialog. To update a split up account in CaseView, use the Launch CaseWare dialog event to open the Split-up dialog instead.
  • Type ahead works automatically for manual popup cells, and can be set up to work for database popup cells. To enable type ahead, do the following in the Edit Browse dialog:

    • Specify a Sort Order Tag for the field for which you want to have type ahead. The Tag chosen must have the field name first. For example, id+map_no would not allow the user to type in a map number.
    • Fill in the appropriate information in the Search Prefix field. For example, if the key for id + map_no was M100.00 (M for Mapping), specifying a search prefix of "M" allows the user to type in 100.00 to select 100.00.

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