Visit Boris website General editing concepts

Creating and maintaining templates is the powerhouse of Boris and, with some careful thought, will only need doing once (although changes are easy to make with Boris's duplicate and copy/paste features).  Customers, locations, users and lists are also set up here. Once you have your templates and lists set up, jobs and reports will also be allocated and disseminated from the same suite of menus.

All areas of the web site work in a similar way and here are some general concepts.

Click on a row to edit

To edit a row, or to see additional details not shown on the main display, click on the row.  Rows are alternately coloured to make it easier to see which to click and it is usually possible to click anywhere on the row, although some places have links that restrict available space (eg. lists as shown on right).

A pop-up box is shown with the full details. To return to the main display, either Save your changes or click on the Close button (X) in the top right of the pop-up box.

Click on a row to activate edit box for that item

Click on a row to activate edit box for that item


Click on a button to add

Clicking on one of the “Add” buttons will add components to whatever is currently being edited. Within the template, these might be “Add Section to Page”, “Add Document” or “Add Action …”. A pop-up box is usually then displayed, but sometimes additional information is unnecessary and Boris will be able to add the requested item immediately.  The pop-up box may only contain a request for a description in order for the item to be created and it will be necessary to click on the item row (see above) to add/amend further details.  However, the pop-up box may contain many questions, some mandatory (marked with a red asterisk - *) but others can be left empty.
Clicking on these buttons adds Actions, Sections, Pages or  Documents.

Clicking on these buttons adds Actions, Sections, Pages or Documents.

Right click on a row to delete, copy, paste or duplicate

Right click on a row to see further options. This will highlight the row in question and show you a context menu with further options. What these options are will depend on the type of row you have right-clicked on. Typically there will be a Delete option, with confirmation questions, but often there will also be options to Copy or Duplicate. Once the Copy option has been used on a row, the context menu option of Paste can be used to insert the copy in the required place. Duplicate, however, creates a copy of the selected object in the same area as the original (eg. page, document, list, etc).
Right click on a row to delete, copy, paste or  duplicate.

Right click on a row to delete, copy, paste or duplicate.

Re-arrange rows

In some cases (especially within template editing), the order in which objects appear on the device, the report or the administrator's screen is significant. Objects default to being in the order in which they were added but they can be re-arranged by clicking the link to the right of the screen. The objects are shown in their current order and can be dragged-and-dropped into the preferred order. Don't forget to save before closing this pop-up box.
Re-arrange objects

Re-arrange objects

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.