The Navigator on each page acts as the 'table of contents' to the data in the page.  Each item in the Navigator is the unique value of each record.

Overview
The Navigator is on every tabbed page, displaying the list of records on each page. Click on an item to display the field values in the form at the top of the page, or double-click to put the form in 'Edit' mode, which allows you to make changes to the data.

The items in the list is a 'key' value or unique combination of field values and are sorted in alphabetical order.

Some Navigators show all records in a simple listview, displaying the full key (unique) value in the list.  Other Navigators show values in a treeview, where all records are categorized by a single field value (a company name, for example) and then display all of the records that belong to that category, also in alphabetical order. You can use the '+' or '-' buttons on the Navigator toolbar to expand all categories or collapse all to making finding records easier, or expand or collapse a single category by clicking the '+' sign next to the category value.

Resizing The Navigator
To stretch the Navigator width (or shrink it), mouse over the bar on the right side of it and when the cursor turns to a '<-|->' symbol, hold your left mouse button down and drag the bar left or right, releasing the button when the size is right.

Searching Records
When you want to find a record, simply start typing the letters of the item you're looking for, then hit "Enter" to run the search. If the Navigator is displaying the data in a simple list, the first record starting with the text will be selected. To find the next matching item, hit "Enter" again. You can continue adding letters (or backspacing) to change the text; simply hit "Enter" again to run the search.

If the Navigator uses a treeview, which displays categorized values with a plus/minus symbol in front of the category value and the records belonging to that category below it, typing a few letters of what you're looking for will search both the category (1st level node) values and the sub values (2nd level node).

Using this method to find values in the Navigator does NOT filter out non-matching records and also this search is NOT case-sensitive.

A mouse-click on the Navigator clears the search criteria, which is displayed next to the list item counter at the top.

When a record is selected using this search method, its data is loaded into the form and any child records into the DataGrid, if there is one on the page.

TIP:  You can automatically generate a search to find text inside of the item key (where the item CONTAINS the text) by including an asterisk * at the beginning or end of the search text.  For example, if you have a Company list and want to search for all records that have "Chicago" in them, type *Chicago and it will find all items that CONTAIN the word Chicago.

Filtering Records
By default ALL records are displayed in the Navigator. However many times you will want to see only a group of records or you'll need to find one specific record based on something you know about it that is not part of the key value that shows in the list.

To do this is easy... because the Navigator allows you to filter records based on any field on the form when the page is in Read mode (not being edited).

Try It Out!
To demonstrate this feature, move your mouse over any field label on the form. If you see the cursor change from the standard arrow to a pointing hand, that means that you can click on the label and filter by that field.

Depending on the field type, you'll be prompted for search criteria in different ways:

Text Fields or Drop-Down Lists - A list of all values from that field will be displayed for you to select from. Click on an item and click 'OK' to find all records with the selected value in that field.

Number Fields - Searching on a number field prompts you to enter a number range, a low value and a high value. The Low and High value fields will show you the lowest and highest value in the table so you know what the search limits are. To find a single matching value, enter the same in the low/high value fields.

Date Fields - Using a date field prompts you to enter the start and end dates for finding records within a range. The date prompt will show you the start and end dates for the data that's available so that you don't have to guess where possible searches start and end. To find a single date, enter the same date in both the start and end search boxes.

Memo Fields - Memo fields will prompt you to enter some text and the search will show only those records where that field CONTAINS the text you entered. As with all searches, this is NOT case-sensitive, so entering 'Project XYZ', 'project xyz' or 'proJECT xYz' will find all records where any combination of upper & lower case CONTAINS what you asked for.

Once you enter your search criteria, all matches are displayed in the Navigator.

Searching Again...
Each search uses ONLY the displayed records in the Navigator, so you can use multiple searches to drill-down to find exactly the data you want.

Searching On A Navigator List Item
To filter on a value that's already displayed in the Navigator (in the key value), right-click on the Navigator to show the yellow search bar, then enter any text to find matching text in the list items. The rules for this type of search is the same as for a Memo field, but only looks at the key values in the list.

View All
To see all records after a search, click the green checkmark on the left of the Navigator toolbar.

NOTE: Move your mouse over the buttons on the Navigator toolbar to display the function of each one.

Custom Searches
The Field Search feature works very well for MOST cases, but there's a couple of search types that it cannot do:
1) You cannot find records where the field value DOES NOT EQUAL or DOES NOT CONTAIN a certain value.
2) Field searches do not allow 'OR' logic (field value = this OR field value = that).

To run a custom search, click the 'Custom Search' button (black binoculars) to open the search dialog, then follow these steps:

1) Select a field from the 'Find Records Where' drop-down list.
2) Choose the operator from the 'Choose Operator' list.
3) Enter a value in the 'Value' field. If you're looking for a empty value, leave the field empty.
4) Click the 'Add Filter' button to add the filter to the list.
5) To add another search filter, choose the 'AND' or 'OR' option: using 'AND' means the previous filter and the new one BOTH have to be true; using 'OR' means either one must be true.
6) Follow Steps 1 through 4 for each additional search criteria, and decide whether to use 'AND' or 'OR between each pair.

To remove a single filter in the list, click on it and click 'Remove Filter'.

Click 'OK' to run the custom search, which uses only the records currently displayed in the Navigator to search against.

Showing Deleted Records
The red 'Show Deleted Records' button lets you view all records that are marked for deletion by clicking the 'Delete' button on the form's toolbar. See the Toolbar Help topics about how deleting and un-deleting records works.

Showing Archived Records
NOTE: Not available in some applications. Clicking the white 'Show Archived Records' button displays all archived records in the database for this table, which are 'Read-Only'. Users can copy an archived records (and the copies will automatically be 'un-archived'), but only a System Admin can 'un-archive' one or more records. See the Toolbar Help topic about how to archive and un-archive records.

Displaying Records in the Worksheet
The Worksheet lets you see all records currently displayed in the Navigator in a spreadsheet-type interface, where you can search for data and edit multiple records at one time. Click the 'Open Worksheet' button on the Navigator toolbar to open it. Click here to read more about Using the Worksheet.