Tab Controls
This table itemises the standard tab controls (grids and fields) that are available for inclusion in Custom Forms.
For a list of the individually-labelled controls for data input and maintenance that are most commonly configured for data input in Custom Forms, see Data Inputs.
Since every Custom Forms configuration is unique, any of these controls may (or may not) be implemented in any given Custom Form.
Since the labelling of controls is fully customisable, labels in the user interface will typically be a user-friendly variant of the Enum Description (the predefined description of the control in the Star database) in the first column below.
Enum Description | Description |
AdvancedEntityRestrictions | Hierarchical grid. For the setting of Job and Staff Entity restrictions (Edit/View). See also EntityRestrictions. |
CategoryControl | Simple grid with Yes/No radio buttons for the de/selection of Client Categories. |
ClientChild | Read-only grid detailing Child Engagements. Links to UDF. Also used for JobChild. |
ClientContacts | Read-only hierarchical grid with Add dialog. Right-click context link to editable Contact UDF. |
ClientCreditCards | Simple grid with Credit Card details and option to Add New Record. |
ClientCreditControlNotes | Simple grid with Note details and Yes/No radio buttons to flag Complete. |
ClientFees | Grid of Fees with full context menu including, e.g., Edit Invoice and Undo Allocations options. |
ClientJobInvoices | Grid of invoices for Future Billing, with context menu option View Job. |
ClientJobs | Child grid linked to Job UDF. Add, Edit, Delete, Copy functionality and full context menu including, e.g., Convert options and link to WIP Transfer functionality. |
ClientNotes | Large, multi-line text box. |
ClientWIP | Read-only grid detailing Client WIP. The same control is used for JobWIP. |
CliInvoices | Grid of Client invoices, with toolbar and context menu options Edit, Delete, Process, and Cancel Processing. |
ContactClients | Read-only hierarchical grid with Add and Remove options. Right-click context link to editable Client UDF. |
ContactRelatives | Parent Contact selector and read-only grid of Child Contacts. |
DueDates | Complex grid with Gantt view option and Add Process button. |
EntityRestrictions | Simple grid for the assignment of Restriction Types to Entities. See also AdvancedEntityRestrictions |
JobAccountNumbers | Editable grid. |
JobAccountsReceivableAllocations | Read-only grid detailing Client AR. |
JobChild | See ClientChild |
JobCommissionTracking | Editable Grid. |
JobEstimates | Form with multiple fields for data input, e.g., Budget Hours, Fee and Expense; Provisions, Target Realization; Recurring Fee (checkbox). |
JobFSCommissions | Editable grid. |
JobInvoices | Complex grid for Future Invoices. Toolbar options Add New, Edit, Copy, Delete, Export to Excel. |
JobParagraphs | Grid listing Paragraphs by Headings, and a large text field displaying the text of the selected paragraph for editing. |
JobReallocations | Read-only grid. |
JobSpecialists | Grid detailing Job Specialists. Toolbar options Add New, Edit, Delete, Export to Excel. |
JobStaffEvaluations | Grid with buttons. |
JobWIP | The same control as used for ClientWIP. |
JurisdictionRestrictions | Simple grid for the de/selection of Jurisdiction Restrictions. |
Reminders | Complex grid for the maintenance of reminders, with in-row Edit and Delete buttons, and toolbar option Add New. |
ServiceLineRestrictions | Simple grid for the de/selection of Service Line Restrictions. |
SmallHighVolumeJobBudget | Hierarchical grid. |
StaffControlTime | Collapsible three-tier grid (Non TSC Hours, Staff TSC Hours, Staff Working Time Hours), and TSC Applies on/off checkbox. |
StaffCreditCards | Grid with toolbar options Add, Edit. |
StaffDatesRates | Child grid for rates per date configuration. Toolbar options Add, Remove. Timesheet Currency indicator in footer. |
StaffEnrolments | Grid with toolbar options Add, Edit. |
StaffEvaluations | Grid with buttons. |
StaffHoursBudget | Editable grid for the entry of monthly Budget Hours and Apply Date. Toolbar option Add New Record. |
StaffPools | Hierarchical grid. |
StaffPortrait | Selector for an image file. Toolbar options Select, Update, Cancel, Clear. |
StaffPrivs | Simple grid for the de/selection of Staff assignment to Group Privileges. |
StaffSkills | Grid allowing Staff Skills. Toolbar with button linkinh to New Skills selector. Grid for maintenance of Skills rankings. |
StaffWIP | Expandable navigation tree for selection of Timesheets, Disbursements, Journals, Opening Balances, or All WIP. Grid with filtering displays selected WIP. |
TransactionalNotes | Editable grid displaying Transactional Notes and Attachments. With spellchecker. Toolbar options Add New, Edit (opens Edit Transactional Note window), Delete, Export to Excel. |