Add/Copy/Delete Records

Adding New Records

To create a new data record manually:

• Press the New button on the Standard' section of the Speed Bar (positioned below the Table of Contents or below the Details Page), or select File/New Record from the application menu. A new record will be prepared for data entry, you will be positioned in the Details Page.
• Simply enter your data in the fields on the Details Page.
• The new record is saved automatically when you select another record , click on the New button, or Exit from the program.

Note: Some fields in the record may be required' . This means that they can NOT be left blank - you must put some data there.

Note: When the new record is saved, it is positioned automatically in the data according to your sort order.

Hint : Advanced users may want to take advantage of the Record Templates when creating new records.

You can also create a new record by using Paste Record function. This may be useful when you are entering similar records which differ only in some data fields. In this case do the following :

• Enter manually the first record;
• Use Copy Record to save it in a Copy Buffer;
• Press the New button;
• Use Paste Record function;
• Modify the data fields that are different;

Note: The new record is saved automatically when you select another record , click on the New button, or Exit from the program.

Copy Record and Paste Record

Using the Copy and Paste' utility will help you create new records by duplicating existing records. To duplicate the selected record:

• Position yourself in the Table of Contents.
• Use the right mouse button to invoke the pop-up menu.
• From the pop-up menu select Copy Record.
• Click on an empty record in the Table of Contents (or New push button).
• Use the right-click on that empty record to invoke the pop-up menu again.
• Select Paste Record' from the pop-up menu.

Result: an identical copy of the original record was created, and appended to the database.

Note: You can also Paste a record into the existing record.

Deleting records

Records of data can be permanently removed from the data file using the Delete' function. This function can be accessed from the Speed Bar at the bottom of the Details Page, from the Details Page Popup Menu, and from the Record Grid Popup Menu.

How to delete a record:

• Select the record you would like to delete.
• Press the 'Delete' button, or select the 'Delete' item from the Popup Menu.
• Type in 'Yes' in the confirmation dialog box. Pressing 'Cancel' will abort the deletion.

Note: the deletion process can not be undone! Pressing Cancel' aborts the deletion process. If you do not want the confirmation dialog box to be displayed before the deletion you can change set the Immediate Delete Option (see Options).

Hint : You can delete a range of records

Using Record Templates

Advanced users may want to take advantage of record templates which can speed up data entry. If you know that you will be entering a number of records having similar contents (e.g. some data fields are identical)

Enter values that are the same.

Save this record to a Record Template. You can do this by using the Popup Menu of either the Details Page or the Template Button (located at the top right corner of the Details Page). Select the Save Record to Template menu item. In the Save Record As Template window enter the template name, set options for date fields, and click on the OK push button.

You can use the saved Record Templates in the following way:

1. Select templates from the Details Page popup menu:

• Press the New button on the Standard' section of the Speed Bar (positioned below the Table of Contents or below the Details Page), or select File/New Record from the application menu.
• Click with right mouse button on the record details page.
• Highlight the Replace Record with Template item.
• Select record template.
• As a result, the record data fields will be initialized from the record template. This form is convenient for entering series of different records.

2. Set the New button as the template record:

• Click with the left mouse button on the Template Button.
• Select the record template from the displayed menu.
• The name of the selected Record Template will appear on the Template Button.
• As a result, every time you add a new record (by clicking on the New button or selecting shortcut) the record data fields will be initialized from the record template. When you exit the program and start again the New record function will be set to blank (all fields will be empty). This form is convenient for entering series of similar records.