Buttons
Descriptions of the buttons you will encounter in Flow360 and what they do.
The sites button (start screen)
Click to go to your sites list. (1)
Enter text string into quick search box and press tab key to perform quick find for a site or other resource name. (2)
The works button (start screen)
Click to go to your sites list. (1)
Enter text string into quick search box and press tab key to perform quick find for a particular works reference. (2)
The messages button (start screen)
Click to go to your messages list.
Text in red informs you of how many unread messages you have waiting.
The contacts button (start screen)
Click to go to your contacts list. (1)
Enter text string into quick search box and press tab key to perform quick find for a contact name. (2)
The reports button (start screen)
Click to go to your reports list. (1)
Enter text string into quick search box and press tab key to perform quick find for a report title. (2)
The helpdesk button (start screen)
Click to go to your helpdesk issues list.
The bookings button (start screen)
Click to go to your bookings list. (1)
Enter text string into quick search box and press tab key to perform quick find for an booking reference. (2)
The home button (start screen)
Click to got o your personal home (contact card) or optionally to the relevant owner, client, provider or manager home card.
The tasks button (start screen)
Click to go to full list of NSR, User and Flow360 core tasks.
The projects & contracts button (start screen)
Click to go to your projects & contracts list. (1)
Enter text string into quick search box and press tab key to perform quick find for an project or contract reference. (2)
The service providers button (start screen)
Click to go to your service providers list. (1)
Enter text string into quick search box and press tab key to perform quick find for a service provider name. (2)
The return to start button
You will see this button on nearly every screen at top left. Click to return to the start screen. If you are on the start screen, click to log out or quit Flow360.
The sidebar buttons
(1) Go to start
(2) Go to first record in current set
(3) Go to previous record in current set
(4) Go to next record in current set
(5) Go to last record in current set
(6) Go back to previous screen (history)
(7) Go to next screen (history)
The goto button
Used in many places and a key part of the Flow360 navigation system! Placed at the start of a list row or to the right of the object it relates to.
Click button to go to the relevant object.
The change or update button
Used to update or change the object it is next to.
The primary plan button
Only used on resource cards - click to go to the primary plan for the relevant object if one exists.
FIlter status button - all records listed
See section on filters for more information.
FIlter status button - filtered set of records listed
See section on filters for more information.
FIlter status button - filters set but not yet executed
See section on filters for more information.
Reports button (lists)
Click to start a new report based on the set of records currently listed.
Go to full list button (lists)
Click to go to full list - initially the list will contain the same set of records as are currently being viewed.
Filter button (lists)
Click the launch the filter panel. See the section on filters for more information.
Go to full list button (cards)
Click to go to full list - initially the list will contain the same set of records as are currently being viewed.
New record button (cards)
Click to create a new record of the same type as the current card.
The delete button (cards)
Click to delete the current record.
The duplicate button (cards)
Click to duplicate the current resource record and optionally all sub-resources.
The report button (cards and lists)
Click to select a report type and create a new report based on the card or list currently being viewed.
The send button (helpdesk issue card only)
Click to create, allocate and send a new order or enquiry for the current helpdesk issue.
The calendar button (lists)
Click the view the current ste of calendar records in a calendar view.
The new enquiry/order button (lists)
Click to start a new works enquiry or order process
The add multiple button (lists)
Click to add the same scheduled task to multiple resources at once or to add the same task option to multiple tasks at once.
See relevant manual sections for more details.
The calculator button (lists)
Click to show or hide the tasks or works costs column
The add record / new button (lists)
Click to add a new record of the same type as listed
The delete button (lists)
Click to delete the current record. This cannot be undone!
The omit button (lists)
Click to temporarily omit the record fromt the list, optionally recalculating totals or changing the set of records to be updated etc.
The show popup button
Click to show a popup dialog with additional infomation on the current object e.g. contact, works order, works item, scheduled task, linked object etc
The target button (lists)
Click to select the current record.
The attach button (lists)
Click to attach a new document to the current object.
The define user object button (tasks lists)
Click to define your own user specific task - can be used where no standard (NSR or other) task can be found and a specific task needs to be created.
Google maps buttons (site address, contacts address, works site address)
1) Click to increase map magnification; 2) Click to decrease map magnification; 3) Click to toggle satellite imagery overlay
The confirm button
Click to confirm current choice or action.
The cancel button
Click to cancel the current choice or action.
The chart button
Click to re-chart the selected records with the chosen criteria