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Sesame 2 User Guide

Sesame 2 User Guide

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Published by: ali9035 on Jun 17, 2010
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09/17/2015

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The Spec Manager is a dialog box where all types of specs, such as Retrieve specs,
Sort specs and Export Specs are managed. There are three ways to access the Spec
Manager. One way is from the menu tree, but there are two other ways …

.. via the spec header bar:

Figure 25. To open Spec Manager to view saved Specs

..Or via keyboard Shortcuts:

Alt-F8 - Load a spec
Shift-F8 – Save a spec

Saved specs, whether they are
retrieves, sorts, mass updates, or
the like, always relate to a form.
Each form has its own specs.

Saving a search

Follow these steps to save a retrieve spec:

1. Prepare the retrieve spec.
2. Run the search to confirm that you obtained the correct records.
3. Return to the retrieve spec (press F7 or click Search/Update / Search).
4. Press Shift-F8.
5. The Spec Manager displays, showing Retrieve as the type of spec, and the Save
tab active. (See Figure 26.)
6. Click in the Name box.
7. Type a name for the saved retrieve.
8. Click in the description box below the name.
9. Optionally, type a description for the saved retrieve.

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10. Click on the Save button when done.
The retrieve spec name is added to the list of saved retrieve specs in the left hand
panel, followed by a dash and the description.

Note: The name you assign to your saved spec can be as long as you like,
with spaces and mixed capitalization. Likewise with the description.

Note: Although Open Spec Manager is available on the Search/Update menu
when viewing the result set, you cannot save or load retrieves from there. You
need to open the Spec Manager from the retrieve spec to manage searches.

Figure 26. Saving a retrieve.

Using a previously-saved retrieve

To load a saved retrieve, follow these steps:

1. Start a new search.
2. At the retrieve spec, press Alt-F8.
3. The Spec Manager displays, showing Retrieve as the type of spec, and with the
Load tab active. (See Figure 27.)
4. From the list of retrieves, select the saved retrieve you want to use.
5. Click on the Load button.
6. Click on Close.

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The criteria, if any, of the current retrieve spec are replaced by those of the loaded
retrieve. If you return to the Spec Manager, this is shown as the "Currently Loaded"
spec, even if you have since modified the search. If you modify the search and save it
with the same name in Spec Manager, you are asked to confirm that you wish to
overwrite the saved retrieve of that name.

Figure 27. Loading a saved retrieve.

'Load' and 'Save' commands can
be found on the spec window
header bar. Load opens spec
manager with the load tab active,
and with the spec type set to the
spec type currently active in the
spec window. Likewise the Save
button, which opens with the save
tab active.

Figure 28. To open Spec Manager to view saved Specs

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After loading a saved retrieve, you can run it as-is, modify it, or use any of the other
search options, such as Add to Results, Search in Results, and so forth.

Renaming a saved retrieve spec

Follow these steps to rename a saved retrieve spec:

1. Open the retrieve spec.
2. From the Search/Update menu, select Open Spec Manager or press Alt-F8.
3. The Spec Manager displays, showing Retrieve as the type of spec and with the
Load tab active.
4. Click on the Rename tab.
5. From the list of retrieves, select the saved retrieve you want to rename.
6. Edit the name that is now shown under Currently Selected for Rename.
7. You can optionally edit the description.
8. Click on the Rename button.
9. The right hand panels are cleared and the new name appears on the list of
saved retrieves.
10. Click on Close.

Deleting a saved retrieve spec

You can delete a saved retrieve spec this way:

1.

Open the Retrieve Spec.

2.

From the Search/Update menu, select Open Spec Manager or press Alt-F8.

3.

The Spec Manager displays, showing Retrieve as the type of spec and with
the Load tab active.

4.

Click on the Delete tab.

5.

From the list of retrieves, select the saved retrieve you want to delete.

6.

Click on the Delete button.

7.

Click on Close.

Setting a default retrieve spec

Sesame allows you to set a default retrieve spec to automatically apply each time you
search that form.

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Warning: If you set a default retrieve spec for a form, you might not see all
of your records unless you clear the default search criteria (F3) before running
your search. There is no indication that the records have been filtered through
a default retrieve spec other than the criteria that are visible in the spec when
you open it.

To set a Default Retrieve Spec:

1. Open the Retrieve Spec.
2. From the Search/Update menu, select Open Spec Manager or press Alt-F8.
3. The Spec Manager displays, showing Retrieve as the type of spec, and with the
Load tab active.
4. Click on the Defaults tab.
5. From the list of retrieves, select the one you want to use as a default.
6. Click on the Set Default button.
7. Click on Close.

You can likewise clear a default retrieve spec by clicking the Clear Default button in
the Spec Manager.

Q&A

Q&A for DOS does not support default retrieve or sort specs.

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