Browse records

You can generate a list of entity or link records in the database (or case) that shows just the record label and any specified fields. If required, you can save the field specification as a browse definition that you can use again later, or run automatically whenever you open the database.

About this task

Browse definitions are organized into categories (folders).

When you browse links, the browse definition contains three columns:

  • Label for the link you are browsing.
  • End1 label for any of the possible entities at one end of the link.
  • End2 label for any of the possible entities at the other end of the link.

The position of the end entities (whether in the 'End 1 Label' and 'End 2 Label' column) does not indicate the direction of the link. To determine the direction, you need to open the link (right-click and select Show).

Procedure

  1. Right-click on Browse Definitions and select New.
    Tip: You can open existing definitions by listing the browse definitions and double-clicking a browse definition to open and run it.
  2. To change the browse definition, click Configuration to display the Configuration area.
  3. From the Browse the item type list, select the type of entity or link.
  4. Specify the source of the records:
    • Records - browses the whole the database or case. You need to enter the maximum number of records to list.
    • Query - browses the results of a query, which you need to select; you can only select from queries that output records of the specified type.
    • Set - browses the records that are contained in a set. You need to select a set; you can only select from sets that contain records of the specified type.
  5. Select the Fields to display, and the Sorting order of those fields.
  6. Click Browse to list the current matching records.
  7. Optional: To set up a browse definition to run automatically as soon as you open the database, select Autorun.
  8. Click Save or Save As to save the browse definition. You might be prompted for a category and access control settings.