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Keyboard Shortcuts

Keyboard shortcuts (also sometimes called hotkeys) allow power users to navigate through the Agiloft interface and perform labor-intensive tasks much more quickly. 

The standard shortcuts are initially defined in a Default shortcut scheme available to all users.  These default keystroke values may be changed by an administrator, who may also create additional schemes applied to specific teams.  

Individual power users may also edit the standard shortcut definitions to suit their own preferences.

By default, the full list of shortcuts is accessed by typing Alt + /

Shortcuts are grouped into three categories:

Each category controls elements in its respective area of the system, though many will work globally - for instance, Logout will log out of the system regardless of where you are.

You can disable keyboard shortcuts on a per-KB basis by setting the Enable Hotkeys global variable to No.

Example

The following video illustrates the use of some shortcuts in a knowledgebase:


Defining Shortcuts

Shortcuts may be customized by an administrator and applied to other users, and they may be customized by individuals for their own use only.

Administrator Customization

To define system-wide keyboard shortcuts and apply them to all users or specific teams:

  1. Navigate to Setup > Look and Feel >  Customize Shortcuts.
  2. Edit the default shortcut scheme to apply it to all users.  Or click New to create a new shortcut scheme, or Copy to copy the default scheme to a new scheme. 
  3. Add a name and description, if needed, then navigate to the General, Table Views, and Record Form tabs. 
  4. To change a setting, place your cursor in the input box and press the desired shortcut key combination.

    The system will notify you if a key or combination is not allowed.

  5. If you wish to reset to the default shortcut, click Restore Default; or click Clear to remove any value from the shortcut, which will effectively disable it. 
  6. In the Apply tab, apply the current scheme to teams, and click Finish. 

Individual User Customization

To customize your own shortcuts, open the Home menu by clicking on the Home drop-down, then go to  Preferences > Customize Shortcuts. Follow the same steps described above to modify the keystrokes.  Save the result.  These settings will override any team settings applied by the administrator.

Using Shortcuts

Learning how to use shortcuts and shortcut combinations can greatly improve your productivity and make it easier to access commonly used areas of the system. For instance, the direct edit shortcuts can speed up your field editing, and can largely be done without needing to use the mouse. This section describes how to use many of the system-wide shortcuts.  It shows the default keystroke combinations, which may of course be modified.

General Shortcuts

The general system shortcuts can be used anywhere in the system, including within record forms. If you are in a record form and use a shortcut to navigate out of the form, it will cancel your current progress and move to a new area of the knowledgebase, so be careful when for instance using the Select Table shortcut inside a record form or in direct edit. 

ShortcutDescription
Home Screen (Alt+H)

Navigates to your default dashboard (formerly called a home page). 

Since the home page is an embedded HTML form from outside of the knowledgebase, shortcuts may not work if you focus the mouse cursor on the page. You will need to refocus on another area of the system, such as a table or the search box.

Global Search  (Alt+S)

Places the cursor inside the global search box at the top of the screen. Enter a search query and press Enter. For more information see Searching.

Shortcuts Help (Alt+/)

The Shortcuts help screen displays the current list of keyboard shortcuts for that KB. By default, the Shortcuts help is opened with Alt + /, or by selecting the Help link > Shortcut Help. This screen will show all the system shortcuts as defined for the current user. 

Help Site (Alt+D)

Opens the  Agiloft help Wiki at https://wiki.agiloft.com.

My Assigned (Alt+M) and Last Opened (Alt+L)Opens a popup dialog showing a list of your Assigned and Last Opened records. Use cursor up and down to select a record or My Assigned table view then press Enter to open it, or Escape to close the dialog. 
Select Table (Alt+T)

Opens a table search dialog box. Enter the table name then select it from the options that appear, and press Enter to open the selected table, or press Escape to close the dialog. 

Log Out (Alt+X)Logs out of the current knowledgebase. 

Table View Shortcuts 

The table view shortcuts allow you to navigate between records in the list, open or delete records, and perform direct editing on them. 

ShortcutDescription
Next Page (Alt ]) and Previous Page (Alt+[)

In the table view, navigates between pages of records. This is equivalent to pressing Back/Next.

New Record (Alt+N)Opens a new record in the table. 
View/Edit/Delete Record

View and Edit open the selected record in view or edit mode. Delete removes the record after a warning dialog appears. To select records, either use your mouse to check the box next to the record, or use the cursor up/down to highlight it and press Space to select. 

Cancel (Alt+8) / Finish (Control+Enter) All In-Table Edits

If several direct edit fields have been updated but not saved, they will be highlighted in the table view. Cancel will revert them back to their previous value, and Finish will save and apply all changes to the records. This is equivalent to Save Changes/Cancel Changes in the action bar. 

Cursor Up/Down/Left/RightNavigates the selection between direct editable fields and rows in the table view. These keys are not customizable. 
Start Direct Edit (Enter)

Opens the highlighted field for direct edit. If it is a choice field, clicking Enter again opens up the list of choices.

Next Field to the Right/Left (Alt+right and Alt+left)In direct edit mode, navigates to the next or previous field and opens it for direct edit. 

Direct Editing with Shortcuts

Keyboard shortcuts make the process of Direct File Edit more efficient and powerful. The basic direct edit shortcut workflow happens in this way:

  1. In a table view, press the up and down arrows to move between the rows, and use the right/left arrow keys to select the field to edit. A cursor will highlight the first direct editable field in the row. 
  2. Press Enter to open the field for direct edit. The field type will determine what shortcuts you should use to complete it. 
    1. For instance, a choice field will show a drop-down menu. Press Enter or Space to drop-down the menu, then up and down arrows to select an item. Press Enter to make a selection. 
    2. A multi-select will show  a list of the field values. Use CTRL and the up/down arrows to select multiple values then Tab to the Next/Save/Cancel links to apply them. 
    3. A linked field will show a lookup icon. Press Alt+K (Field Selection) to open the lookup. See Field Lookup Shortcuts for more information. 
  3. Press Escape to leave the direct edit field, or Tab/Shift+Tab to move the cursor between the Next/Save/Cancel links. To select one of the options, press Enter. The Next Field to the Right/Left shortcuts can also be used to move quickly between direct edit fields. 
  4. Once you have completed the edits you want to make, press CTRL+Enter to apply them all, or Alt+8 to cancel all the edits. A confirmation or warning dialog may appear, which you can confirm by pressing Enter. 

Record Form Shortcuts

Within the record form, shortcuts can make field entry faster and enable you to navigate quickly through the tabs and embedded tables in the record.

ShortcutDescription
Highlight Embedded Table (Alt+R)

Opens a popup dialog with a list of all embedded tables in the form. Use the up/down arrows to select a table, and Enter to navigate to it. The embedded table will be highlighted to indicate that it is in focus, similarly to the table view.

Previous (Alt+[) / Next (Alt+])TabNavigates between the tabs in the form layout.
Field Selection (Alt+K)If a field has an action icon, this shortcut performs the action to open the relevant screen. For instance, in a date/time field with a calendar, this shortcut will open the calendar to select a date. In a linked field with a lookup, this shortcut opens the lookup screen.
Save/Finish (Control+Enter)Saves and closes the record.
Cancel (Alt + 8)Cancels the record progress and closes it.
Select Linked Field Record (Alt+i)In a linked field lookup, use the up/down arrows to select a record then use this shortcut to import it into the field. See Field Lookup Shortcuts for more information.
Tab, Enter and Space

Apart from the customizable shortcuts, several keys are commonly used to make it faster to navigate and perform actions. For instance, you can do the following:

  • Tab and Shift+Tab will move to the next or previous field or other element in the record.
  • Enter will apply selected items such as menu drop-downs, open non-editable linked fields for viewing, and also hide or expand the record section if the section heading is in focus.
  • Space will open drop-down menus, select records in an embedded table view, or select items in a multi-select field.
  • Left/right arrows will cycle between radio buttons.

Field Lookup Shortcuts

The basic field lookup shortcut workflow happens in this way:

  1. In the linked field lookup, press the Field Selection shortcut to open the lookup screen. 
  2. In the Search field, enter a value, then press Tab, then Space to filter the records. 
  3. Optionally, navigate between the additional search options and press Space to select them for filtering. 
  4. Use the Up/Down arrows to navigate between the records, and Select Linked Field Record to import it into the field.