Cards, card files, workbenches - schd.ws20-%20Creating%2… · List Card Graph Card. TYPES OF CARDS Overview Card Tabbed Card Arrows to expand view Shows relationships of data Tabbed

CARDS, CARD FILES, WORKBENCHES

Julie Shoemaker

Guide Technologies, LLC

CARDS & CARD FILES

CARDS & CARD FILES

Cards Card Files(aka “Tabs”)

Power-Link is a series of Cards and Card Files

CARD FILES

Card file selection is the first drop down menu

CARD FILES

Card files designate the cards that

appear on the top of a record detail.

TYPES OF CARDS

There are seven type of cards

▪ Attribute – shows fields of data

▪ Compound – contains several cards in one

▪ Graph – shows graphical views of data

▪ List – contains a list of records with multiple columns of information per record.

▪ Overview – contains a list of related objects in a hierarchy format.

▪ Related – allows to display a card from a related object

▪ Tabbed – contains multiple, related cards in a tabbed format.

TYPES OF CARDS

Attribute Card Compound Card

▪ Single section to card

▪ Data is field values

▪ Icons appear along the top

▪ Multiple sections on the card

▪ Data appears in many forms

▪ Icons appear along top and within each

section.

TYPES OF CARDS

List Card

Graph Card

TYPES OF CARDS

Overview Card

Tabbed Card

▪ Arrows to expand

view

▪ Shows relationships

of data

▪ Tabbed cards can be

an type

▪ Used to segregate

information

CREATING AN ATTRIBUTE CARD

Customize > Cards

Select Description & New

Name & Select Attributes

Additional Menu Options Exist

Add Column – adds all following attributes to a new column to the right

Append Column – adds next attribute directly to the right in a new column

Add Constant – add a label or “blank” line

Based on – import from another card

CREATING AN ATTRIBUTE CARD

WORKBENCHES

WORKBENCHES

• The size and position of each window on your desktop

• The selected card in the card file for any windows that contain card files

• The view, subset, and sort applied to a

list for any windows that contain list

windows

For all of the windows in a workbench, the workbench function retains:

WORKBENCHES

Workbench – group of windows that are used to perform

a task, which can be invoked at the same time.

CREATE A WORKBENCH

Select the “main” window

▪ Will broadcast out

▪ Can select any subset, as

normal

CREATE A WORKBENCH

Select the “secondary”

window(s)

▪ Receives broadcast

▪ Changes as the selection

on the “main” window

changes

CREATE A WORKBENCH

Turn on Broadcast on the “main” screen and turn on Receive on the “secondary” screen

EXAMPLE OF A WORKBENCH

SAVE A WORKBENCH

1. Name the Workbench

2. Chose “Public” or

“Private”

3. Chose Presentation

Options

4. Global Options

5. Click “Continue”

WORKBENCH TIPS/TRICKS

• Can have more than one “main” window

• Can have more than one “secondary” window

• A window can be a “main” and a “secondary”

• Use icon in bottom, right corner to Restore, Minimize, or Close all

screens at once

• Check Customize>Preferences>Broadcast if screens do not communicate as

expected