Working with Detail Pages

Detail pages are pages on which you enter data for a new item, such as a transaction, reference data item, or message. These pages are also used to provide you with a detailed view of an item appearing in a listing page. Detail pages can be editable or read-only, depending on your security rights and the status of the data in the page.

See an example of a detail page.

The following table provides information on working with information displayed in detail pages. Not all actions are available in all detail pages, as indicated in the activity description.

Action

Description

Display the listing page from which you accessed a detail item

Click on the heading hyperlink in the left-most area of the page heading. For example, from the Address Book page, you can click on the Parties > hyperlink in the page heading to close the record without saving it and display the Reference Data Area with Parties.

See an example of a heading hyperlink.

Go directly to a specific section of the detail page

Click on the section hyperlink directly below the page heading. For example, the section hyperlinks shown below are available from the Address Book page:

See an example of section hyperlinks from a detail page.

This action is only available for multi-part detail pages displayed as a scrolling page.

Save your changes and close the detail page

Press Save & Close or Save, which is available from both the page heading bar and at the bottom of the page (or at the end of the last section, for  multi-part detail pages). The Save button does not display if the page is in read-only mode.

Warning:       You must press Save & Close or Save for your page data to be saved. If you have made changes and press Close, or use your browser's back or forward buttons to display other pages in the system, your data changes will not be saved. You will then need to redisplay the page and re-enter your changes.

Close the page without saving changes

Press Close, which is available from both the page heading bar and at the bottom of the page (or at the end of the last section, for scrolling pages). You can also click on the hyperlink in the page heading to close the page without saving and redisplay the listing page for the item.

Warning:       Do not press Close if you have made changes to the page that you want to save. If you have made changes and press Close, or use your browser's Back or Forward buttons to display other pages in the system, your data changes will not be saved. You will then need to redisplay the page and re-enter your changes.

Delete the item displayed in the detail page

Press Delete, which is available from both the page heading bar and at the bottom of the page (or at the end of the last section, for multi-section detail pages). Before the item is deleted, a message asking you to confirm the delete will display. The Delete button does not display if  you do not have delete security rights or the page is in read-only mode, or if a new record is displayed.

Identify required fields on the page

Look for field labels followed by a red asterisk (*).

See an example of a required field.

Go to the top of the page

Click on the Top of Page hyperlink, found both at the bottom of the page and in each section heading (for multi-part detail pages).

Display online help for a section of the page

Press the icon in the section heading to display section-level help for the current section.

Display online help for the current page

Press the icon in the page heading to display page-level help for the current page.

Close the detail page

Press the Close button to close the current detail page and return to the page from which the detail page was initiated. On most detail pages, a Close button appears both near the top and near the bottom of the page.