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Creating and maintaining templates is the powerhouse of magic5 and, with some careful thought, will only need doing once (although changes are easy to make with magic5'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. |
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). |
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 magic5 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. |
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. |
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 |