In X4, there is a lot that can be accomplished right from the increased functionality of the list view. Many of the actions that are available on the detail view are now available when reviewing the selected columns on the list view; however, there is sometimes a need to drill into the detail view of individual records to get a better picture of what data has been captured in addition to accessing related tables.
While reviewing the list view of your system records, you will see that the keyfields include a hyperlink. Clicking on this hyperlink brings you to the detail view of that individual record.
Keyfields are records that hold unique data as serve as unique identifiers for your data. Some examples of key fields in the eMaint system are Asset ID, Contact ID, Item Number, and Work Order Number
After clicking the key field of the record you would like to review, you will see a menu located horizontally across the screen. These options will allow you to perform additional functions and navigate through modification and review of this particular piece of data. Explanations of each option on the detail view menu can be found below.
A - Add - Allows you to add a new record while looking at the detail view of a record. The Add button also has the ability to copy add, which comes in handy when you have a new record to add that has many similarities as another record, which saves time with data entry
B - Edit- Enables editing or modification of the record currently in view
C - Delete- Allows you to delete the record currently currently in view. Typically, deleting a record marks that particular record for deletion. In order to permanently delete records, you must Navigate toMainMenu > Administration > RemoveDeletedRecords
D -NavigationBar- Allows you to search for another key field within that table. For example, if you know the next work order that you need to view and would like to quickly navigate to the record without returning to the list view, you can type in the Work Order Number within the enter ID box. There is also an Account Setting (modified by the administrator only) under the User Interface Settings called “Synchronize Pre/Next Buttons with Selected Table Filter” which forces those buttons to respect the filter on the list view when navigating records when toggled on.
E - Actions - Hover over the actions button to reveal the different actions the are available under the table you are currently viewing. Please note that the example below has actions relating to work orders because we are viewing the work orders table, but each individual table will have different actions that would relate directly to its records.
F - Options- Allows you to select different options in managing your detail view such as determining which related tables appear under the Related Tables tab, which related tables print with your work order as long as data exists, and which tables should show as their own tab. Additionally, there is a Learn More option which provided additional documentation on this particular area of the system.
G - GoToList- Returns to the list view filtered as it was before entering the detail record
H - FullscreenButton
- Opens the individual detail record into its own tab, displaying a full screen view
By default, there are two tabs available when viewing records within the Detail View. The RecordDetails enable you to view all of the fields on the main table for that particular record, and the RelatedTables tab enables you to view any related (or associated) tables. Related tables are those that have a direct relationship to the main table, allowing the linkage of more detailed data.
Additionally in X4, there’s the option to view the related tables as their own record tabs. This user setting can be accomplished by going to the Options button located on the detail view and then selecting ManageRecordTabs, which brings up a window where you can move Available Tabs (or each individual related table) into the Record Tabs column as to more easily reference the most important information related to the main record. In the example below, we will turn the Work Order Charges related table into its own record tab.
Step 1 - Under Actions, Select “Manage Related Tables
Step 2 - Click the Plus Sign next to the table that you want to break out into its own record tab
Step 3 - Click “Apply Changes” to complete the process
Step 4 - Click the new record tab named after the related table you chose
Note: Since this related table is now viewable as its own record tab, it will be removed from the Related tables tab in order to eliminate any redundancy.
Finally, within the detail view you will see options to display Starred Items only, Maximize the screen, or close the detail view (which can serve as another way to get back to the list view)
