Intelligent fields are fields that recognize, and fill in, previously entered information.
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As you type the first characters of your entry into an intelligent field such as Author, Publisher, Binding, etc., HomeBase 2 searches the drop-down list and supplies the first alphabetic match. Matches appear as highlighted text in the field. If the match does not provide the information you wish to enter, continue typing over the highlighted text. With each character that you type, HomeBase 2 narrows the options until a matching entry appears in the field. If the matched entry is not the one you want, type the complete entry. In some cases, there may be information left over such as if you typed King and Kingston was being displayed. To delete the remaining information press the Delete key.
If you have entered information which HomeBase 2 does not recognize such as an entry which was not already in your database, the new entry will be added to the drop-down list when you move from the field. The next time you begin to enter the same information in the same field, HomeBase 2 will match your entry with this new information.
Some intelligent fields are not capable of adding, modifying, or deleting items from their drop-down lists at all. For instance, the Book Status field on the Books Screen does not accept new entries into its drop-down list. This field can only display entries which have been assigned by HomeBase 2 to its drop-down list.
Some intelligent fields require confirmation and/or additional information before adding new entries to their drop-down lists. For instance, if you type a new edition type in the Edition field of a book, HomeBase 2 opens and asks you to provide more information before the new edition is added to the list of edition types.
Most intelligent fields in HomeBase 2 have an Edit button
. List items may be modified or deleted directly from the drop-down list.
To select an item from a drop-down list,
1. Click on the Arrow button to open the drop-down list.
2. Click on an item from the drop-down list to select it. Once you have clicked on an item, the list closes and the selected item appears in the current field.
To edit the drop-down list of an intelligent field,
1. Click the Arrow button beside the field you wish to edit. The drop-down list appears.
2. Click the entry you wish to modify or delete. The selected entry appears in the field.
3. Click the Edit button beside the field. The Edit List Screen appears.
4. Modify the entry or click Remove. You may also select either of the following options:
· Automatically format to proper case if you want HomeBase 2 to assign proper casing to your entry, OR
· Only allow entries that match list items if you want HomeBase 2 to match entries with existing entries in the list. You will not be able to add any more items to the list.
5. Click Done.