Lists (tables) are the most used component in the application. This is an accounting and managing software, used to maintain some information and store it in the database, which is inevitable linked with tables.
In this application you are working with tables. You can also view reports, print documents, send e-mails, do some other stuff, but anyway all of these operations are performed in tables.
Since SDL Trados Business Manager is built all around tables, it is recommended to carefully read all articles from this section.
Let us start with editing modes. There are a number of editing modes you may use in SDL Trados Business Manager. The first is the simplest: inline editing, which is used when you add or correct data right in the table.
Inline editing allows to quickly enter data. You may press Enter key, which behavior depends on a currently selected column. If current column contains drop-down list to select reference value, and if current value is empty, then this drop-down list will be opened to allow you to select a value.
- If current cell contains any value, then hitting Enter key will lead to moving a caret to a next column.
- When you're in the last column, and if you wish to create a new row, hold Shift key and press Enter to create a new row and move a caret to the first column.
Note: To select rows in list, you can use small column with checkboxes on left. Also, you can use default Windows technique to select rows by holding Ctrl or Shift keys. - To edit some value, just select inside the cell and type (or select from the list) the desired value.
Depending on the cell type, some limitations may apply. For example, in a cell with a drop-down list it is possible to only select from listed values, in the date call you can only enter/select dates, amount cells allow you to enter only numbers, etc.
Another type of editing method is a separate form (tab). This is used when an entry contains many fields. The main example, of course, is the job editing form.
You can open as many such forms as needed from the main list (list of jobs, in this case). When the necessary changes are made, select Save (Ctrl-S) or the Save and close (Ctrl-Enter) button on the ribbon. After that, changes will be reflected in the main list.
Opening reference data editing form
Edit form for entering data contain different types of editors. Some editors allows to enter string, date or numeric values, but some fields allow to select data from underlying related tables using combo-boxes. Such data is called reference data.
To open the editing form of referenced entry (for example, open customer editing form from job list, or open translation job from invoice), select a cell in a list with reference data, and find Open... button on the ribbon. Three points will be replaced by reference data type name. Select a customer cell and select Open Customer.
The editing form for the Euro-Soft customer will be opened.
You can also open the editing form by holding Ctrl-Shift keys and clicking in a customer cell. This function allows to navigate between data much faster.
Additional information
See nested articles of this section for additional information.