Quick Navigation Tips

All Banner 8 forms are composed of many navigation tools. These tools aid the user in moving throughout the various Banner forms, jobs and QuickFlows. Many of these tools have been previously mentioned in the Main Menu and Forms Interface sections; however, let’s re-examine them and include some handy tips that can be used for navigating quickly between the various Banner objects and within Banner Forms.

Navigating Between Forms, Jobs and QuickFlows

You can move between forms, jobs, and quick flows.  There are a number of ways to dos so.

Hierarchical Folder Structure

The Main Menu contains a hierarchical folder structure which can be expanded or collapsed by double-clicking the folder icon to the left of the menu name. The two main folders are My Banner and the Products Menu.

My Banner — contains the menus, forms, jobs, and QuickFlows which are most important in the workday of the individual user and can be customized to best meet the user’s needs. This menu is tied to a user’s Oracle user ID.

Products Menu (SunGard Higher Education Banner) — organizes menus, forms, jobs, and QuickFlows by Products.

When double-clicked, each folder expands to reveal its contents, which may be submenus, forms, jobs, or QuickFlows. Once you have drilled down through the menu structure to the item that you need, you can double-click it, or its icon, to access it. Although menus are visible, you may not have permission to access all of them. To collapse or close each menu, double-click its folder icon.

Site Map — when clicked, the Site Map displays in the center window of the Main Menu and allows for easy navigation to top level menus available within each functional area. You can then launch the form, process or QuickFlow that is needed.

 

Menu bar

You’ll have access to many navigational shortcuts from the various drop-down menus on the Menu bar. For example:

File Menu – Last Ten Forms List

Located at the bottom of the File drop-down menu, a list of the last ten forms accessed during the current session is compiled for quick re-access.

Note:  Only the first 24 options defined on GUAOPTM will appear in the Options drop-down menu.

To re-access a previously visited form:

  1. Select File from the Menu bar.
  2. Select the form name from the list at the bottom of the drop-down menu.

 

Options Menu

As shown, in the Options drop-down menu, form-related choices are dynamically generated as you enter data into the current form. Some options take you to other blocks and windows within the current form. Other options take you outside the current form to other related forms. The Options menu optionally displays the form name associated with each option that takes you outside the current form. You can set up this option on the General User Preferences Maintenance Form (GUAUPRF).

If you choose an option from this list, the cursor is automatically forwarded to either the appropriate block or window within the current form, or to a block or window in another related form.

 

Direct Access

Direct Access allows you to navigate directly to a specific menu, form, job, or QuickFlow if the seven-character name is known.

When in the Main Menu, the Direct Access form is available in the top section of the screen. When in a form, you can display it by either selecting the Direct Access option from the File drop-down menu, or by pressing the F5 key. The F5 key is a toggle key, which display the Direct Access form when pressed once, and removes it when pressed again.

In the Main Menu, or if pressing the F5 key while in a form, Direct Access will look like the image below. Simply Type the name into the Go To… field, then press the ENTER key to launch the object.

If launching Direct Access through the File menu the form will look like the following image. Enter the name into the Name field and either click the Start button, or press the ENTER key to launch the object.

 

Note:  You can also access the Object Search Form (GUIOBJS) through the File menu, as well as by pressing the F5 toggle key.

Object Search

The Object Search icon, which is located next the to the Go To… field, can be used to access the Object Search form (GUIOBJS). You will use this form to access menus, jobs, forms and QuickFlows if you know only part of its name, description, or type. When the Object Search form is launched the calling form remains open and will be displayed again when the Object Search form is exited.

You may enter search criteria in any or all of the Name, Description, or Type information fields. Enter the known information, using wildcard characters as needed. The Oracle wildcard characters are % and _.

Note:  You cannot search for an object using code/description lookup in this field.  You can, however, search by selecting the Search button and then performing your search on GUIOBJS.

 

After entering known information into fields, select the Execute Query option from the Query drop-down menu in the Menu bar. A list of matches will appear in the Search form.

If necessary, scroll to the desired object and select it. In this case, you can either click the Start button or double-click the object name to launch it.

Option Window

You can right-click in a form anywhere outside a field to display the Option list, from which you can perform functions, navigate to other parts of the form, or add the form to your personal menu.

Icon Buttons

An Icon button may be displayed next to a field or record, providing access to another related form or window.

Auto Hint

The Auto Hint message may display redefined Oracle functions that allow you  to navigate to another form. (Count Query Hits, Duplicate Item, Duplicate Record, Exit with Value, and List are the most commonly redefined functions).

If a redefined function is available, use Show Keys function (CTRL+F1) to find the keyboard equivalent for the redefined function.

Use the keyboard equivalent to access the form.

 

Quickflow

QuickFlows provide automatic access to forms that are linked in a chain. Once activated, the first form in the chain is opened. As the form is exited, the next form in the QuickFlow chain is automatically opened. QuickFlows can be searched like any other query.

  • Select QuickFlow from the File drop-down menu or enter GUAQFLW in the Direct Access field.

  • Enter the QuickFlow code in the QuickFlow field or click on the Search button to view the list of existing QuickFlow processes.

 

  • Double-click the QuickFlow Code that is needed. This will return you to the QuickFlow form.
  • Notice that the fields are populated with the designated QuickFlow data. Click the Start button, press ENTER, or use the Next Block function (CTRL+PAGE DOWN) to start the QuickFlow.
  • The first form in the QuickFlow will appear.
  • Enter the appropriate form data.
  • Exit the form.
  • The next form linked in the QuickFlow chain automatically appears.
  • Repeat steps 6 and 7 for each form in the QuickFlow.
  • When all forms in the QuickFlow have been completed, the GUAQFLW form reappears.
  • You may enter a new QuickFlow by clicking the Search button and choosing a different QuickFlow from the list, or re-execute the same QuickFlow. Or, you may choose to exit the QuickFlow process by clicking the Cancel button.
  • To exit a QuickFlow before all forms are complete choose Exit QuickFlow from the File drop-down menu. Notice that the linked form names and descriptions appear in the lower frame of the File menu.

Navigating Within Forms

Forms are composed of Blocks, Records, and Fields. In this section we will show you how to easily navigate between these elements using the Menu bar, Tool bar,  Icon buttons and the Keyboard.

Navigating between Blocks

There are many ways to move between the components of forms.

Using Tabs

 

A tabbed interface allows you to navigate between blocks of information quickly. Tabbed forms also provide access to other forms, windows, and blocks related to the active form, window, or block. When a Tab is selected, the cursor is automatically forwarded to either the appropriate tabbed block or window within the current form, or to a tabbed block or window in another related form. Some tabs may be initially grayed-out. As you enter data into the form, tab titles will dynamically fill in making additional choices available.

Using the Tool bar

Previous Block Moves the cursor to the previous block that has at least one enterable field. If the previous block is in another window, that window is opened.
Next Block Moves the cursor to the next block that has at least one enterable field. If the next area is in another window, that window is opened.

 

Using the Keyboard

Use the keyboard equivalents for Next block (CTRL+PAGEDOWN) and Previous block (CNTRL+PAGEUP) to move among blocks. If the Next or Previous block is in another window, these keys take you to another window.

Using the Option Window

You can right-click in a form anywhere outside a field to display the Option list, from which you can perform functions, navigate to other parts of the form, or add the form to your personal menu.

Inserting Records and Navigating Between Records

There are many ways to move between records.

Using the Tool bar

Insert Record Inserts a new blank record into the list of existing records.
Remove Record Removes all information for the current record. When a save is performed, the information is deleted.
Previous Record Moves the cursor to the first enterable field in the previous record and triggers previous record logic coded into the form.
Next Record Moves the cursor to the first enterable field in the next record of the current block and triggers next record logic coded into the form. If the cursor is in the last record, a new record is created.

Using the Keyboard

To go to the Next record, press the DOWN arrow. To go to the Previous record press the UP arrow.

Using the Option Window

You can right-click on a form anywhere outside a field to display the Option list, from which you can perform functions, navigate to other parts of the form, or add the form to your personal menu.

Navigating Between Fields

There are many ways to move between fields.

Using the Keyboard

Press the TAB or ENTER key to go to the Next field. Press the keyboard combination SHIFT+TAB to go to the Previous field command. These keyboard commands will move the cursor in the specific field order that is coded into the form. If a field has the Autoskip feature, the cursor will automatically move to the Next field when the required number of characters has been entered.

Using the Option Window

You can right-click on a form anywhere outside a field to display the Option list, from which you can perform functions, navigate to other parts of the form, or add the form to your personal menu.

Keyboard Shortcuts

A number of keyboard shortcuts have been added to improve navigation.

Update this to include all or delete it.

Keys Moves
Navigate through a block
  &  Navigate through a block
 + Forward through the tabs on a form
 +  + Backward through the tabs on a form
Displays a list of other tabbed windows on the form
 and Select a different tab
Select that tab. For forms that have tabs within a tabbed window, navigation is based on the location of the cursor when List Tab Pages (F2) is selected
 + Forward through the tabs
 + Backward through the tabs
Scroll up through recently used forms
Scroll down through recently used forms
Navigate to a different form
Alternative to Direct Access