Activities Actions Bar

Use options on the Actions bar in the Activities hub to copy, edit, or delete an activity record.

Commonly Used Actions

Click the buttons on the Actions bar to access commonly performed actions.

Field	Description
Edit	Select this option to open the form and make changes to the currently selected record.
Follow Up	Select this option to schedule a follow-up activities for the selected activity. For example, you can schedule a follow-up phone call with a potential client.

Other Actions

Click this menu to choose other tasks.

Field	Description
Copy	Select this option to copy and modify the current record to create a follow-up activity for the selected activity record. DPS creates a copy of the activity and also adds a Follow-up prefix (for example, Follow-up: Report Client Audit) to the name of the copied activity. When you copy a record with attached documents,DPS does not copy the documents to the new record.
Design	If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.
Delete	Select this option to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it.
Print Report	Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information.
Export All	This option displays only if you are in the list view (you have clicked in the upper right corner of the hub form). Select this option to export all the records in the grid to a .CSV file format and download the file. The name of the downloaded file displays in the bar at the bottom of the DPS screen. Click the file name to open the file. The file is saved in your Windows Download folder (Users\<Your Name>\Downloads). The name that is assigned to the file is <Hub name>.CSV. When you download more than one file for a hub, a number is appended to the end of