Required Fields

  • An asterisk (*) displayed next to a field name indicates that the field requires a value before you continue on the page.

  • The system uses the definition of the field as it is used in the application to determine if it is required.

  • For fields that have conditional logic that determines whether they are required, the asterisk (*) is not displayed.

  • If you leave a section or a page without entering information in a required field, the page notifies the individual in the Notification Center, requiring the user to perform some additional action.

Sort Order

  • In a grid layout, values for a field can be sorted and, if you have chosen to sort the data, an up or down arrow next to the field name indicates the current sort order for the field.

  • You can click the field label to reverse the sort order.


  • You can either enter the date directly or use the calendar icon for date selection.

  • The date format is mmddyyyy. To enter the current date, type any letter and Tab on your keyboard.  


  • The Lookup feature allows you to quickly find a value for a field.

  • The Lookup button next to a field indicates that the field has the Lookup feature.

  • Click the Lookup button (…), enter a filter value, and press Enter to display results that match the filter criteria.

  • Select a value and click OK, or double-click a value to return the value to the calling page.

  • In addition, when you are in the key block and all you see is the id field, you can press the tab key and this will allow you to enter a name search.