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Getting Oriented

Cards

Data entry and browsing layouts are referred to as CardsCards have a consistent look throughout PORTAL and are made up of the following areas: Tabs, Task BarHeader,  Data Entry, Record Status Bar. They are meant for viewing, and inputting and editing data; but not for printing.

Tabs

Tabs allow you to navigate to the other major work areas in the active file.

Task Bar

The Task Bar contains the buttons that allow you to perform tasks within PORTAL. These buttons, when clicked, navigate you to another location in order to perform the defined task.

The Header area, located just below the Task Bar, contains identifying information about the displayed record particular to the active file. This information is automatically generated when key information is entered into fields located on various screens. These fields are all searchable using FileMaker Pro’s Find mode.

Data Entry Area

The Data Entry area contains information particular to the active record. Information here may reside in the active file or may reside in another PORTAL file. Some of the data displayed on these layouts are editable and some are not editable on this screen but are editable on other layouts. Other data are calculated by the solution and are not editable at all. These differences are indicated by both the color of the field and the color of the text contained within the field. Refer to the section on TEXT AND FIELD COLORS for an explanation of how PORTAL uses color to indicate where data resides and whether or not it is editable.

Record Status Bar

The Record Status Bar is located at the bottom of the screen and displays the date and time of the active record’s creation and modification, along with the person who created and/or modified the record. The creation and modification names are dependant upon the user name entered into the user’s computer operating system.

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