Page Toolbar

Record Pages in IFS Cloud feature a Page Toolbar with unique controls tailored to each specific page. The system administrator determines the range of options available in the Page Toolbar, and some commonly available features are explained below.

Show / Hide Record Selector

Toggle the visibility of the record selector using this option.

Attachments

Check the Attachments section for more information.

Add Record

Check the Using Record Page: Add Record section for more information.

Duplicate Record

Check the Using Record Page: Duplicate Record section for more information.

Edit Record

Check the Using Record Page: Edit Record section for more information.

Notifications

Check the Using Record Page: Edit Record section for more information.

Commands

The Commands section encompasses operations that can be executed on the record. Each drop down menu within the Commands section serves to categorize similar command types.

Example: To generate a Pro Forma invoice, click on the Share button, as shown in the diagram below. Click on the Print Pro Forma Invoice button and complete the required information in the Report Format & Output slide-out menu to obtain the Pro Forma invoice

Commands Section

Status Indicator

Within IFS Cloud's record pages, a status indicator feature is available, allowing users to grasp the status of the current process associated with the record. System administrators possess the capability to configure the status indicator, assigning distinct colors to represent various statuses.

3 Dot Menu

Depending on the screen size you use to access the IFS Cloud web, any additional commands that couldn't fit into your current screen will be consolidated within the three-dot menu for easy access.

Favorites

You can add the record to your favorites list by using this option. You can filter all your favorite records using page search pane filters. Check the Page Search Pane section to learn more about how to use page search pane filters.