Version 1
In this workbook, we’ll introduce you to the basic layout and functionality of the Lucity desktop system. This includes menus, form layout, fields, toolbars, adding/editing/deleting records, finding records, and filtering records.
Topics
Introduction to Asset Management | Filtering Records |
System Inventory | Using the Filter Window |
Field Inspection | Example Filters |
Introduction to Work Management | Count Records |
Work Orders | Go to Records |
Mobile Desktop | Save the Filter |
Menus | Filter Display Options |
Form Layout | Resetting a Filter |
Module Toolbar | Advanced Filters |
Toolbar Buttons | Reports |
Header Data | Report Filter |
Tabs | Quick Reports |
Status Bar | Browse |
Grids | Browse Report |
Adding, Editing, and Deleting Records | Saving a Browse |
Fields and Field Captions | Quick Browse |
Field Instructions | Document Control |
Field Types | Relationship Button |
Tools | Toolkit |
Locate | Customizing Toolbars |
Older Versions
ACT 2014 - Download Pre-conference Workshop PDF, Download PDF
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