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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Web Users and Web Environments;
locate a specific Web User and Web Environment record; and
open a Web User and Web Environment record for viewing/editing.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Web Users and Web Environments in the Finder:
From the Home tab: under search, select Web Users.
Or: Use the search section in the Mega Menu to select Web Users.
Or: From the main menu: select Edit > Search, then select Web Users.
Or: In the Finder: click the 'down' arrow on the Search... button and select Web Users from the menu.
Your Web User and Web Environment records will be listed in the Finder. For example:
Each Web User is listed in the User ID column. The Web Environment each user is linked to is listed in the Environment column.
For further details and column definitions see Web Registrations, Users And Environments.
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
To open the required Web User record from the Finder, either:
Click the User ID hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Web User Maintenance.
To open the required Web Environment record from the Finder, either:
Click the Environment hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Web Environment Maintenance.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Web User records have the following Search options:
User ID: Display Web User records (and search results) in User ID order.
Customer Record: Display Web User records (and search results) in Customer Record number order.
Customer Account: Display Web User records (and search results) in Customer Account number order.
You may also change the sort order by selecting either A to Z or Z to A.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search option is User ID then enter all or part of the User ID.
Note: You may click the down arrow within the search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
You may use filters to control which records are displayed in the Finder. To filter Web User/Environment records:
1. Click Advanced on the Finder Toolbar.
2. By default, all Web User/Environment records - including Active and Inactive records - are shown (i.e. all of the Include fields are checked). To reduce the number of results you may uncheck the following fields:
Include:
All: Show all Web Users.
Active: Show 'Active' Web Users.
Inactive: Show 'Inactive' Web Users.
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field(s) then click the search (magnifying glass) icon on the Finder toolbar.
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