Elements – transaction table view

The Elements tab contains six menu options—File, Edit, View, Options, Reports, and Help. (When you are not in the standards library, there are only five options. The Reports option is no longer present.) When the Elements tab is active, you can add, modify, delete, or search for an element; or change to the tree view of the standards library.

StepsAdding a new element

  1. Choose New from the File menu on the Create Transaction: <transaction set> window when the Elements tab is active. The New Element window displays.

  2. Enter the following information on the New Element window:

  3. Select Next to add another element to the library or OK if you are finished adding elements to the library. You return to the Transaction: <transaction set> window, and the new element appears on the window.

StepsModifying an element

  1. Select an element and choose Properties from the Edit menu on the Create Transaction: <transaction set> window when the Elements tab is active. The Element Properties window displays.

  2. On the Element Properties window, you can change the same information you entered on the New Element window.

  3. Select Next to modify another element or OK if you are finished modifying elements in the library. You return to the Create Transaction: <transaction set> window, and the modified element appears on the window.

StepsDeleting an element

  1. Select an element and choose Delete from the Edit menu on the Create Transaction: <transaction set> window when the Elements tab is active.

  2. When you choose Delete, the program asks you to confirm that you want to delete the element before it is permanently removed. If you select:

StepsFinding an element

  1. Choose Find or Find Next from the Edit menu on the Create Transaction: <transaction set> window when the Elements tab is active. The Find dialog box displays.

  2. In the Find dialog box, enter the text you want to find, and select Find to search for the first occurrence of the text and Find Next to search for additional occurrences. Select Cancel to return to the Create Transaction: <transaction set> window.

StepsChanging to the transaction tree view of the standards library

  1. Choose Standard Tree from the View menu on the Create Transaction: <transaction set> window.

    When you change views, you automatically exit from the standards library and must reenter in the new view.