TFS - Screen Behaviour
- Matthew Garrett
TFS has two screen modes:
By default, all screens and lists are in View Mode when they are first opened. View Mode allows you to view information for a TFS screen, list or dialog, but does not permit any changes to be made. When a screen or dialog is opened in view mode, all data fields are coloured yellow.
All menus are enabled when the screen is in view mode, allowing you to quickly navigate to other screens. Some editing commands such as the spell check are disabled when a screen is in View Mode.
| Legend | Feature | Description |
|---|---|---|
| 1 | Menu Bar | Is enabled. Provides access to all functions of TFS. |
| 2 | Toolbar | Used to quickly access commonly used TFS functions. |
| 3 | Sidebar | Is enabled. Provides one-click mouse access to most TFS screens. |
| 4 | Yellow Coloured Fields | Cannot be edited. |
| 5 | Related Screen (Jump To Button) | Click to jump to a related screen. These are only available when a screen is in view mode |
| 6 | Communicate Dialog Button | Click to automatically communicate with a client, client contact, service provider, etc. The dialog allows the user to send an email, create a mail merge document or open website addresses. |
| 7 | SMS Button | Click to open the Communicate Dialog with SMS selected. NOTE: This will only work if you have |
| 8 | Edit Mode Button | Click to change the screen to Edit Mode. |
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A screen can be changed to Edit Mode by clicking the Edit button. When a screen or dialog is opened in Edit Mode, the fields that can be modified are coloured white. Often a screen may display two edit buttons hence the Edit Mode button may be referred to as the (Left) Edit button.
Although TFS data can be modified in Edit Mode, some fields are still locked. The information contained in locked fields cannot be modified for security reasons, or because the system automatically updates or calculates the data in a particular field.
The Edit menu is enabled when the screen is in Edit Mode. All other menus are disabled until the OK or Cancel button is clicked.
| Legend | Feature | Description |
|---|---|---|
| 1 | Menu Bar | Is disabled except for the Edit menu. Provides access to all functions of TFS. |
| 2 | Toolbar | Is disabled except for the editing tools. Used to quickly access commonly used TFS functions. |
| 3 | Sidebar | Is disabled. Provides one-click mouse access to most TFS screens. |
| 4 | Popup button ( | Click to open a dialog related to the field. Information can be edited. |
| 5 | White Coloured Fields | Can be edited. |
| 6 | Yellow Coloured Fields | Cannot be edited. |
| 7 | Auto Complete Button ( | Click to scroll through pre-defined options available for selection. |
| 8 | OK Button | Click to change the screen to View Mode, saving all changes. |
| 9 | Cancel Button | Click to cancel any changes. The screen returns to View mode. |
