Keyboard Shortcuts for Admins
TABLE OF CONTENTS
- Shortcuts - All workbench screens
- Shortcuts - Navigator
- Shortcuts - New/Edit Logical Record screen (LR Fields tab)
- Shortcuts - New/Edit View screen (View Editor tab)
- Shortcuts - New/Edit View screen (View Properties tab)
- Shortcuts - Logic Text screens
- Shortcuts - Edit User screen
Shortcuts - All workbench screens
# Shortcuts-AllWBScrns
These shortcuts work on all workbench screens except the Connection screen and the Login screen.
| Shortcut | Notes |
|---|---|
| Alt + underlined letter | Most WE screens have underlined letters in menus, tabs, fields and buttons. Press Alt and the underlined letter to jump to that location.In most cases, an underlined letter is unique. On those Editor screens where the same letter is underlined in different locations, the combination will jump between those locations on that screen. If the same combination is shared between the menu and an Editor screen, then this combination goes to the Editor screen. To reach the menu, press Alt by itself, release it and then press Alt with the underlined letter. |
| Alt | Jump to the File menu. |
| Arrow down | Behavior depends on context. Arrow down has special behavior on these screens: - New/Edit Logical Record screen (LR Fields tab) - New/Edit View screen (View Editor tab) On all other workbench screens, the behavior of Arrow down depends on the position of the cursor, as follows: - In a multi-line text field (such as Comments for a Control Record), Arrow down jumps to the line below. If already on the lowest line, then Arrow down has no effect. - In a list of values Arrow down highlights the next value below. If the lowest value in the list is highlighted, then Arrow down has no effect. - In other types of fields, Arrow down has no effect. |
| Arrow left | Behavior depends on context. Arrow left has special behavior on these screens: - New/Edit Logical Record screen (LR Fields tab) - New/Edit View screen (View Editor tab) On all other workbench screens, the behavior of Arrow left depends on the position of the cursor, as follows: - In a text or numeric field such as a Name field, Arrow left jumps one character to the left. In a multi-line text field (such as Comments for a Control Record) Arrow left may jump to the right hand end of the line above. If already on the leftmost character on the first line, then Arrow left has no effect. - In a list of values, Arrow left highlights the next value above. If already on the highest value in the list, then Arrow left has no effect. - In other types of fields, Arrow left has no effect. |
| Arrow right | Behavior depends on context. Arrow right has special behavior on these screens: - New/Edit Logical Record screen (LR Fields tab) - New/Edit View screen (View Editor tab) On all other workbench screens, the behavior of Arrow right depends on the position of the cursor, as follows: - In a text or numeric field such as a Name field, Arrow right jumps one character to the right. In a multi-line text field (such as Comments field in a Control Record) Arrow right may jump to the left hand end of the line below. If already on the rightmost character on the last line, then Arrow right has no effect. - In a list of values Arrow right highlights the next value below. If the lowest value in the list is highlighted, then Arrow right has no effect. - In other types of fields, Arrow right has no effect. |
| Arrow up | Behavior depends on context. Arrow up has special behavior on these screens: - New/Edit Logical Record screen (LR Fields tab) - New/Edit View screen (View Editor tab) On all other workbench screens, the behavior of Arrow up depends on the position of the cursor, as follows: - In a multi-line text field (such as Comments for a Control Record) Arrow up jumps to the line above. If already in the first line, then Arrow up has no effect. - In a list of values Arrow up highlights the next value above. If the highest value in the list is highlighted, then Arrow up has no effect. - In other types of fields, Arrow up has no effect. |
| Ctrl + C | Copy selected text. This copies the selected text, in preparation for a paste (see Ctrl + V lower in this table). |
| Ctrl + Shift + E | Switch to the Editor Area. A screen appears called “Switch to Editor”, that lists all the Editor Area screens that are open. Select a screen and press Enter to switch to that screen. Other actions are available on this screen. |
| Ctrl + F6 | Switch to the next Editor screen. After pressing Ctrl + F7, keep holding down the Ctrl key and release the F7 key to see a choice of all the Editor screens running. Arrow to the required item, and press Enter to jump to that selection. |
| Ctrl + Shift + F6 | Switch to the previous Editor screen. After pressing Ctrl + F7, keep holding down the Ctrl key and release the F7 key to see a choice of all the Editor screens running. Arrow to the required item, and press Enter to jump to that selection. |
| Ctrl + F7 | Switch to the next view (meaning Navigator, Metadata List or Editor Area). After pressing Ctrl + F7, keep holding down the Ctrl key and release the F7 key to see a choice of Navigator, Metadata List and all Editor Area. Arrow to the required item, and press Enter to jump to that selection. |
| Ctrl + Shift + F7 | Switch to the previous view (meaning Navigator, Metadata List or Editor Area). After pressing Ctrl + F7, keep holding down the Ctrl key and release the F7 key to see a choice of Navigator, Metadata List and all Editor Area. Arrow to the required item, and press Enter to jump to that selection. |
| Ctrl + L | Display the SAFR Login screen. This keyboard shortcut achieves the same result as clicking File -> Return to login…. |
| Ctrl + M | Maximize the active screen - either the Editor Area, Navigator or Metadata List. Press again to undo the maximize action. |
| Ctrl + N | Create a new instance of the type of metadata currently selected in the Navigator. If the Navigator is highlighting a particular view folder, then this results in a new view screen. This keyboard shortcut achieves the same result as going to the Navigator, clicking on the arrow beside (the new icon) on the toolbar and selecting the appropriate item. |
| Ctrl + O | Open a view by id number. The Open View screen appears. Type a view id number and click OK to open that view. This shortcut achieves the same result as selecting File -> Open View. |
| Ctrl + S | Save the current data. This shortcut achieves the same result as clicking  (the save icon) or selecting File -> Save. |
| Ctrl + Shift + S | Copy Metadata (also called Save As). This shortcut achieves the same result as clicking  (the Save As icon) or selecting File -> Save As. This function requires that the Editor Area has a metadata item open in a window. |
| Ctrl + V | Paste selected text.You must have copied some text first (using Ctrl+C). |
| Ctrl + W | Close the current editor screen. |
| Ctrl + Shift + W | Close all editor screens. |
| Enter | Behavior depends on context. Enter has special behavior on these screens: - New/Edit Logical Record screen (LR Fields tab) - New/Edit View screen (View Editor tab) On all other workbench screens, the behavior of Enter depends on the position of the cursor, as follows: - On a button, Enter actions the button. - In a multi-line text field such as Comments, Enter jumps to a new line. - In a list of values, Enter accepts the currently highlighted value as the value for this field. - In other fields, Enter has no effect. |
| F1 | Display screen sensitive help. A window appears with help links for the screen you are on. The Editor Area must contain the active screen. This does not work in the Navigator or the Metadata List. |
| F2 | Display Help Content. A full screen window appears with the entire online help for the workbench. |
| F12 | Activate the Editor Area. |
| Shift + left click | To select a large number of components in sequence, select the first component and thenhold down Shift and select the last component. All other components will be deselected when this occurs, so this should be the first action for a complex group of selections. |
| Shift + Tab | Behavior depends on context and is the reverse direction of the jumps given for “Tab” lower in this table. For example, in an Editor screen the Tab key jumps to the next field whereas Shift + Tab jumps to the previous field. |
| Spacebar | Behavior depends on context. Spacebar has special behavior on these screens: - New/Edit Logical Record screen (LR Fields tab) - New/Edit View screen (View Editor tab) On all other workbench screens, the behavior of Spacebar depends on the position of the cursor, as follows: - In a Name field, Spacebar results in anunderscore character (_) since spaces are not permitted in names. - In other text fields such as Comments, Spacebar results in a space character ( ). - In a checkbox field, Spacebar toggles between a tick and no tick. - In other fields such as numeric fields or a list of values, Spacebar has no effect. |
| Tab | Behavior depends on context. The Tab key has special behavior on these screens: - New/Edit Logical Record screen (LR Fields tab) - New/Edit View screen (View Editor tab) On all other workbench screens, the Tab key jumps between screen objects, and hence depends on the individual screen. In general, the Tab key jumps between these screen objects: - The editable fields in the current Editor screen. For example, if the current Editor screen is Edit Control Record, the Tab key jumps from the Name field to Maximum Extract File Number and then to Comments, First Fiscal Month, Beginning Period and Ending Period. - Buttons in the current Editor screen. For example, if the current Editor screen is Edit Logical File, the Tab key can reach the Add button for Associated Physical Files. - The New icon in the toolbar. - The Help icon in the toolbar. - The tab for the current Editor session. For example, this may be the tab for Edit Control Record. - If relevant, the screen tab for the current Editor session. An example is the General tab on the Edit Lookup Path screen. Some Editor sessions do not have screen tabs, such as the Edit Control Record screen. - Back to the top of this list. |
Shortcuts - Navigator
| Shortcut | Notes |
|---|---|
| F4 | Refresh Navigator. This key works only after clicking “View Folders” in the Navigator. If any other node is highlighted in the Navigator, F4 has no effect. |
Shortcuts - New/Edit Logical Record screen (LR Fields tab)
Remember to also see heading Shortcuts - All workbench screens
When you first display the LR Fields tab for a logical record, you must enable the grid of cells before you can start to work on this screen. Enable the grid as follows:
- EITHER click in any cell in the grid,
- OR press Arrow down, Arrow left or Arrow right.
The rows with red text are sort keys.
Once the grid is enabled, the cells are always in one of two modes:
- EITHER in Display mode - the cell value is read only,
- OR in Edit mode - the cell value can be changed.
To start Edit mode in a cell, do one of the following:
- EITHER left click on the cell,
- OR press Tab enough times to reach the cell,
- OR arrow to the cell and press Spacebar.
To end Edit mode and return to Display mode in a cell, do one of the following:
- EITHER press Enter to accept all changes,
- OR press Tab to exit the cell and also accept all changes,
- OR press Escape to cancel all changes made to the cell.
The table of shortcuts for this screen is below:
| Shortcut | Notes |
|---|---|
| Alt + Down | Move field down. |
| Alt + Insert | Add a blank row at the bottom. |
| Alt + Up | Move field up. |
| Arrow down | The behavior of Arrow down is as follows: - For a cell in Display mode, Arrow down jumps to the next cell below. In the lowest cell in the column, Arrow down has no effect. - For a cell with a list of values in Edit mode, Arrow down highlights the next lower value. If the lowest value in the list is highlighted, then Arrow down has no effect. - For a cell of any other type in Edit mode, Arrow down has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Arrow left | The behavior of Arrow left is as follows: - For a cell in Display mode, Arrow left jumps to the cell in the column immediately to the left. For a cell in the Field Id column, Arrow left has no effect. - For a cell with a list of values in Edit mode, Arrow left highlights the next higher value. If the highest value in the list is highlighted, then Arrow left has no effect. - For a cell of any other type in Edit mode, Arrow left has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Arrow right | The behavior of Arrow right is as follows: - For a cell in Display mode, Arrow right jumps to the cell in the same row immediately to the right. For a cell in the Comments column, Arrow right has no effect. - For a cell with a list of values in Edit mode, Arrow right highlights the next lower value. If the lowest value in the list is highlighted, then Arrow right has no effect. - For a cell of any other type in Edit mode, Arrow right has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Arrow up | The behavior of Arrow up is as follows: - For a cell in Display mode, Arrow up jumps to the next cell above. For a cell in the first row, then Arrow up has no effect. - For a cell with a list of values in Edit mode, Arrow up highlights the next higher value. If the highest value in the list is highlighted, then Arrow up has no effect. - For a cell of any other type in Edit mode, Arrow up has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Ctrl + C | Copy the selected field. This copies the current field, in preparation for a paste (see Paste Above or Paste Below see lower in this table). |
| Ctrl + F | Find Field… Displays a window Find Field. Type a field name and press OK. If found, the field is highlighted. If not found, a message appears. |
| Ctrl + V | Paste Above. Pastes a field above the currently highlighted row. You must have copied a column first (using Ctrl+C). |
| Ctrl + Shift + V | Paste Below. Pastes a field below the currently highlighted row. You must have copied a column first (using Ctrl+C). |
| Delete | Delete the currently highlighted field. This performs the same function as clicking  |
| End | Go to the rightmost cell in the current row. |
| Enter | The behavior of Enter is as follows: - For a cell in Display mode, Enter has no effect. - For a cell in Edit mode, Enter accepts the current value in that cell and places that cell in Display mode. For a discussion of Display mode and Edit mode, see the text above this table. |
| Escape | For a cell in Display mode, Escape has no effect. For a cell in Edit mode, Escape cancels all changes made to that cell and places that cell in Display mode. For a discussion of Display mode and Edit mode, see the text above this table. |
| Home | Go to the leftmost cell in the current row. |
| Insert | Insert a new row above the current row. This performs the same function as clicking  (insert field). |
| Page-down | Go to the bottom cell in this column. |
| Page-up | Go to the top cell in this column. |
| Shift + Tab | Jumps in the reverse direction given for “Tab” lower in this table. |
| Spacebar | For a cell in Display mode, Spacebar places the cell in Edit mode. For a cell in Edit mode, the behaviour of Spacebar is as follows: - In a text field, Spacebar results in a space character ( ). - In a checkbox field, Spacebar toggles between a tick and no tick. Note that some cells have a checkbox that cannot be edited, such as the Signed field for a row that is type Alphanumeric. - In other fields such as numeric fields or a list of values, Spacebar has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Tab | Once the grid is enabled, the behavior of the Tab key is as follows: - In a cell in Edit mode, the Tab key accepts the current value of that cell, places that cell in Display mode and jumps to the next cell to the right in that row and places that cell in Edit mode. In the Comments column, the Tab key jumps to the first cell in the row underneath. In the Comments column for the last row, the Tab key creates a new row underneath. - In a cell in Display mode, the Tab key jumps to the next cell to the right in that row and places that cell in Edit mode. In the Comments column, the Tab key jumps to the first cell in the row underneath. In the Comments column for the last row, the Tab key creates a new row underneath. For a discussion of enabling the grid, Display mode and Edit mode, see the text above this table. |
Shortcuts - New/Edit View screen (View Editor tab)
Remember to also see heading Shortcuts - All workbench screens
When you first display the View Editor tab for a view, you must enable the grid of cells before you can start to work on this screen. Enable the grid as follows:
- EITHERclick in any cell in the grid,
- OR press Arrow down, Arrow left or Arrow right. Once the grid is enabled, you can work on cells in the grid. The grey cells are non-editable. The yellow cells are a sort key described on the Sort Key Properties screen. To work on these cells, arrow to the yellow cell and press Spacebar. The green cells are described in the Column Source Properties screen. To work on these cells, arrow to the green cell and press Spacebar. The white cells are always in one of two modes:
- EITHER in Display mode the cell value is read only,
- OR in Edit mode the cell value can be changed. To start Edit mode in a white cell, do one of the following:
- EITHER left click on the cell,\
- OR press Tab enough times to reach the cell,
- OR arrow to the cell and press Spacebar. To end Edit mode and return to Display mode in a white cell, do one of the following:
- EITHER press Enter to accept all changes,
- OR press Tab to exit the cell and also accept all changes,
- OR press Escape to cancel all changes made to the cell. The table of shortcuts for this screen is below:
| Shortcut | Notes |
|---|---|
| Alt + Left arrow | Move column left. |
| Alt + Right arrow | Move column right. |
| Arrow down | The behavior of Arrow down is as follows: - For a cell in Display mode, Arrow down jumps to the next cell below. This happens even if the next cell is grey, yellow, green or white. In the lowest cell in the column, Arrow down has no effect. - For a cell with a list of values in Edit mode, Arrow down highlights the next lower value. If the lowest value in the list is highlighted, then Arrow down has no effect. - For a cell of any other type in Edit mode, Arrow down has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Arrow left | The behavior of Arrow left is as follows: - For a cell in Display mode, Arrow left jumps to the cell in the column immediately to the left. This happens even if the target cell is grey, yellow, green or white. For a cell in Column 1, Arrow left has no effect. - For a cell with a list of values in Edit mode, Arrow left highlights the next higher value. If the highest value in the list is highlighted, then Arrow left has no effect. - For a cell of any other type in Edit mode, Arrow left has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Arrow right | The behavior of Arrow right is as follows: - For a cell in Display mode, Arrow right jumps to the cell in the column immediately to the right. This happens even if the target cell is grey, yellow, green or white. For a cell in the rightmost column, Arrow right has no effect. - For a cell with a list of values in Edit mode, Arrow right highlights the next lower value. If the lowest value in the list is highlighted, then Arrow right has no effect. - For a cell of any other type in Edit mode, Arrow right has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Arrow up | The behavior of Arrow up is as follows: - For a cell in Display mode, Arrow up jumps to the next cell above. This happens even if the target cell is grey, yellow, green or white. If the cell above has “Column 1” or a similar title, then Arrow up has no effect. - For a cell with a list of values in Edit mode, Arrow up highlights the next higher value. If the highest value in the list is highlighted, then Arrow up has no effect. - For a cell of any other type in Edit mode, Arrow up has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Ctrl + C | Copy the highlighted column. Highlighting just one cell in a column is enough to identify the column for this copy. |
| Ctrl + K | Make sort key or Make non sort key. Highlighting just one cell in a column is enough to identify the column for this action. Will make the highlighted column part of the sort key, or remove that column from the sort key. |
| Ctrl + V | Paste a column leftof the highlighted column. Highlighting just one cell in a column is enough to identify the column for this action. You must have copied a column first (using Ctrl-C). |
| Ctrl + Shift + V | Paste a column rightof the highlighted column. Highlighting just one cell in a column is enough to identify the column for this action. You must have copied a column first (using Ctrl-C). |
| Delete | If a grey cell is highlighted then delete the entire column. If any other cell is highlighted then delete the contents of that cell. |
| End | Go to the cell to the right as far as possible in this grid. |
| Enter | The behavior of Enter is as follows: - For a cell in Display mode, Enter has no effect. - For a cell in Edit mode, Enter accepts the current value in that cell and places that cell in Display mode. For a discussion of Display mode and Edit mode, see the text above this table. |
| Escape | For a white cell in Display mode, Escape has no effect. For a white cell in Edit mode, Escape cancels all changes made to that cell and places that cell in Display mode. For a discussion of Display mode and Edit mode, see the text above this table. |
| F5 | Activate / Deactivate the view. If the view heading has [Inactive] this attempts to activate the view. If the view heading has [Active] this makes the view inactive. |
| F9 | Show Grid / Properties. This switches between the two large tabs for a view: the “View Editor” tab and the “View Properties” tab. The “View Editor” tab contains the view columns and can be called the “grid”. |
| Home | Go to the cell to the left as far as possible in this grid. |
| Insert | Insert a new column to the left of the currently selected column. Highlighting just one cell in a column is enough to identify the column for this action. |
| Page-down | Go to the bottom cell in this column. |
| Page-up | Go to the top cell in this column. |
| Shift + Tab | Jumps in the reverse direction given for “Tab” lower in this table. |
| Spacebar | For a white cell in Display mode, Spacebar places the cell in Edit mode. For a white cell in Edit mode, the behaviour of Spacebar is as follows: - In a text field, Spacebar results in a space character ( ). - In a checkbox field, Spacebar toggles between a tick and no tick. - In other fields such as numeric fields or a list of values, Spacebar has no effect. For a discussion of Display mode and Edit mode, see the text above this table. |
| Tab | Once the grid is enabled, the behavior of the Tab key is as follows: - In a cell in Edit mode, the Tab key accepts the current value of that cell, places that cell in Display mode and jumps to the next editable cell downwards in that column. If there are no more editable cells in that column the Tab Key jumps to the first editable cell in the next column to the right. If there are no more columns then the cursor does not change position. - In a cell in Display mode or in a grey (non-editable) cell, the Tab key jumps to the next editable cell downwards in that column. If there are no more editable cells in that column the Tab Key jumps to the first editable cell in the next column to the right. If there are no more columns then the cursor does not change position. For a discussion of enabling the grid, Display mode and Edit mode, see the text above this table. |
Shortcuts - New/Edit View screen (View Properties tab)
Remember to also see heading Shortcuts - All workbench screens
The “View Properties” tab has sub-tabs:
- General sub-tab
- Extract Phase sub-tab
- Format Phase sub-tab
- Header/ Footer sub-tab
The shortcuts in this section apply to all sub-tabs of the View Properties tab.
| Shortcut | Notes |
|---|---|
| Ctrl + C | Copy the highlighted text. This prepares for a paste (see the next shortcut below). |
| Ctrl + V | Paste text left of the cursor position. You must have copied text first (using Ctrl-C). |
| F5 | Activate / Deactivate the view. If the view heading has [Inactive] this attempts to activate the view. If the view heading has [Active] this makes the view inactive. |
| F9 | Show Grid / Properties. This switches between the two large tabs for a view: the “View Editor” tab and the “View Properties” tab. The “View Editor” tab contains the view columns and can be called the “grid”. |
Shortcuts - Logic Text screens
Remember to also see heading Shortcuts - All workbench screens.
This applies to screens such as:
- Create New Extract Record Filter
- Create New Extract Column Assignment
- Create New Format-Phase Column Calculation
- Create New Format-Phase Record Filter
- Edit Extract Record Filter
- Edit Extract Column Assignment
- Edit Format-Phase Column Calculation
- Edit Format-Phase Record Filter
| Shortcut | Notes |
|---|---|
| Ctrl + A | Select all logic text. This highlights all the logic text. |
| Ctrl + Shift + A | Deselect all logic text. No logic text is highlighted. |
| Ctrl + C | Copy the selected logic text. This copies any currently highlighted logic text, in preparation for a paste (see Ctrl + V below). |
| Ctrl + V | Paste the copied logic text. Overwrites any currently highlighted logic text, or pastes to the current cursor location. You must have copied some logic text first (using Ctrl+C). |
| Ctrl + Y | Retype the last character deleted by Ctrl-Z. Can be used for up to 25 characters. |
| Ctrl + Z | Delete the last character typed. Can be used for up to 25 characters. |
| F7 | Check Logic Text. The same action as clicking the icon  . |
Shortcuts - Edit User screen
Remember to also see heading Shortcuts - All workbench screens
| Shortcut | Notes |
|---|---|
| Alt+F6 | Refresh defaults. Restores the defaults that apply to a new user and removes any configured defaults. The same action as clicking the icon  . |