RB User Guide > Program Basics > RB Interface

Function layout

Functions are laid out in windows, which are divided into panes, with supplemental options in fly-out panels.

• Windows

  When you select a function, it opens in the main browser window with a labeled tab at the top. If you open additional functions in this window, they will overlay the existing functions and their labeled tabs will appear at the top of the window.

  • Switch to any open function by clicking its tab.
  • Close a function window by clicking its tab label’s X or clicking Close.

  

• Panes

  Different aspects of each function appear in their own panes in the function’s main browser window. The default view of any function displays all of its related panes.

  • To hide a pane, click  next to the pane’s label.
  • To view a hidden pane, click  next to the pane’s label.
  • Click next to the window’s label and select:
    • Collapse ALL to hide all panes.
    • Expand ALL to view all panes.
    • An individual pane’s name to jump to that pane.
  • When in View mode, clicking Edit will switch you to Edit mode in the same pane you are currently viewing so you don’t lose your place if you want to update information.

• Panels

  Function options that are accessed by buttons to the right of a field or pane label have their own panels that drop down, pop up or fly out to the right.

  

  

NOTE: Required fields

Fields and options that include * in their labels require an entry/selection before you can save your work.

TIP: Tab between fields & other shortcuts

Fields in panes and panels are designed so that you can move between them and make some selections without a mouse:

• Use the Tab key to move forward from field to field. (Lookup fields are skipped when tabbing.)
• To move backward, use Shift + Tab.
• To make a selection in a drop-down, enter the first letter of the selection. If more than one selection begins with the first letter (for example, states that begin with C), pressing the letter key again will advance through the choices that begin with the same letter.

TIP: Resize multi-line input boxes to see entire entry

Drag the bottom-right handle of a multi-line box in an Edit window to view the contents without scrolling. (Not available in Internet Explorer or Edge browsers.)

Reference

• Modules & functions
• Lookup panel

Step-by-step instructions

• Searching in RB
• Sorting rows
• Customizing grids
• Entering dates
• Accessing results
• Exporting & printing RB results