Table Management Interface Behaviors

Menu Bars and Toolbars

Use the CSM Desktop Client menu bar/toolbar and Browser Client menu bar/toolbar to access Table Management operations, such as:

  • Navigating records.
  • Switching between Grid view and Current Record view.
  • Adding, editing, and deleting Lookup values.

Context Menu (Desktop Client Only)

Use the Table Management context menu to to quickly access common Table Management operations.

Menu Item Description
Go to Record Displays the selected Lookup Object value.
New Creates a new value for the Lookup Object.
Delete Deletes a value from the Lookup Object.
Print Grid Prints the active Grid.
Export Grid Exports the active Grid to a file.

Record Views

There are two ways to view records in the Table Management interface:

  • Grid list: Select the Show Results button on the toolbar to display a Grid list of Lookup values.
  • Current record: Select the Show Current Record button on the toolbar to display the selected Lookup value.

Grid Capabilities

When Lookup values are displayed in Grid view, use the CSM Grid capabilities (example: Print, export, sort, filter, group, size, move/reorder, and add/remove columns) to display only the data you want and in a way that is meaningful to you.

Find Lookup Values

Use the filter and search options to find Lookup values.