Using Icons in Data Entry Forms

Find these fields and icons in the platform:

Required Field

Required fields are highlighted to indicate that data input is required. If a Required field is empty and an action is taken on the record (Edit and Save for example), an Error Message is displayed. To change the attributes of a field, see the Display Attributes section in Edit Field Properties.

		Required fields are highlighted with a green bar to the left side of the field.
		Fields without a highlight are optional

Considerations

• Checkbox fields are not eligible as Required fields

Error Message

Error Messages are displayed when additional information is needed, or the data you entered does not meet the field format or criteria.

Wrench Icon

The Wrench icon provides different options, depending on the current context. Think of it as "context-sensitive" tooling.

Lookup Icon

A Lookup field can be identified in a form by the appearance of a Lookup icon . The Lookup icon is used in data entry to view and select items from a Lookup Window.

Optionally, use the Auto-Completion for Lookup Fields option for faster data entry in Lookup fields.

Table of Icons

The following table explains how to use the navigation buttons and icons that appear in the platform.

Icon	Name	Action
	Lookup	Lookup related information from a list
	Quick Edit	Open a Quick Edit dialog box
	Calendar	Show a calendar (select a date)
	Copy Short URL	Open a dialog that contains a URL you can copy. You can then use that URL as a browser link to get back to the page it came from.
	Record Attempted	Update Activity status or details
	Folder icon	Display details for a record in a View
	Pencil icon	Edit a record in a View
	Checkmark	Mark an Activity as complete
	Log Activity	Update an Activity
	Remove Selected	Removes one or more selected items from a list
	Add button	Adds additional fields of the type included in that section or page
	Up arrow Down arrow	Moves the selected item up in the list Moves the selected item down in the list See Arrow Button for more detail
	Right arrow Left arrow	Moves the selected item from the left column to the right column Moves the selected item from the right column to the left column See Arrow Button for more detail
	Expand	Expand (show) a section to show additional fields
	Collapse	Collapse (hide) a section
	Edit widget	Edit a Widget
	Minimize widget	Minimize a Widget to show only the title bar
	Maximize widget	Maximize a Widget to full size
	Delete widget	Delete a Widget
	Edit Layout and Edit Field	Edit Forms and Fields in Objects
	Manage Related Information	Use the Manage Related Information icon to add, edit or delete buttons in a Related Information Section
	Move Field icon	Rearrange fields in a Form
	Delete icon	Delete a field from a Form, delete a Form, delete a Related Information Section
	Help button	Get help. (To read help pages side-by-side with the application, right-click on this icon and choose Open in a New Window.)