Keyboard shortcuts
Keyboard shortcuts can help you quickly and efficiently enter data in finance and operations apps.
Note
The keyboard shortcuts described here refer to the United States keyboard layout. Keys on other keyboard layouts might not correspond exactly to the keys on a US keyboard.
Some of the shortcuts on this page are key chords, meaning they require two consecutive sets of key combinations (separated by a comma) that need to be independently pressed to trigger the required action. For example, the shortcut "Alt+M,A" requires the user to first press "Alt+M", release the keys, and then press "A".
Finding a shortcut
Users can discover currently available shortcuts directly from the user interface. Simply right-click on a control and select View shortcuts. This opens a dialog box showing the shortcuts you can use based on where you are on the page. Alternatively, you can press Alt+Shift+K to open this dialog box (and press Alt+Shift+K a second time to see all currently available shortcuts for the page).
Action shortcuts
| To do this | Press |
|---|---|
| Open action search | Ctrl+' or Alt+Q |
| Move to the standard Action Pane | Alt+M, A, or Ctrl+F6 |
| Open a tab on the Action Pane or a menu | Enter or Space or Alt+Down arrow |
| Move to next/previous option in a menu | Down arrow / Up arrow |
| Close a tab on the Action Pane or a menu | Esc |
| Simulate a right-click | Shift+F10 |
| Open the context menu | Ctrl+F10 |
| Execute the default button on a page/dialog box | Alt+Enter |
| Click a button or tile | Enter or Space |
| View refresh information for a count tile | Alt+Up arrow |
| View currently available shortcuts | Alt+Shift+K |
Date picker shortcuts
| To do this | Press |
|---|---|
| Open the date picker | Alt+Down arrow |
| Move between dates in the date picker | Ctrl+Arrow keys |
| Move to the next/previous month | Page down / Page up |
| Move to the next/previous year | Ctrl+Shift+Page down / Ctrl+Shift+Page up |
| Move to today | Ctrl+Home |
| Pick today's date | T |
| Clear the selected date | C |
| Pick Never (or the max date) | N |
FactBox shortcuts
| To do this | Press |
|---|---|
| Open the FactBox pane (or move focus to the FactBox pane if it is already open) | Alt+M, B, or Ctrl+F2 |
| Close the FactBox pane (with focus in the FactBox pane) | Esc |
| Move to the next/previous FactBox (with focus in the FactBox pane) | Alt+Shift+Down arrow / Alt+Shift+Up arrow |
| Move to the <n>th FactBox (with focus in the FactBox pane) | Alt+<n> (<n> = 1-9) |
| Expand a FactBox (with focus on the FactBox header) | Space or Enter |
| Collapse the current FactBox | Alt+0 |
Filtering shortcuts
| To do this | Press |
|---|---|
| Open grid filtering for the current column | Ctrl+G |
| Close grid filtering for the current column | Esc |
| Open the Filter pane (or switch focus between the Filter pane and the main page if the Filter pane is already open) | Alt+M, F, or Ctrl+F3 |
| Close the Filter pane (with focus in the Filter pane) | Esc |
| Open advanced filtering/sort | Ctrl+Shift+F3 |
| Apply the Quick Filter (when focus is in Quick Filter) | Enter |
| Apply the grid filter (when focus is in the filter field of the column header) | Enter |
Page shortcuts
| To do this | Press |
|---|---|
| Create a new record | Alt+N |
| Delete a record | Alt+Del or Alt+F9 |
| Save record | Alt+S or Ctrl+S |
| Revert (restore) | Ctrl+Shift+F5 |
| Data refresh | Shift+F5 |
| Move to the visible first field on the page | Ctrl+Shift+F |
| Toggle edit mode | F2 |
| Attach a document | Ctrl+Shift+A |
| Export to Excel | Ctrl+Shift+E |
| Move to the previous record (outside a grid) | Ctrl+Up arrow |
| Move to the next record (outside a grid) | Ctrl+Down arrow |
| Move to the first record (outside a grid) | Ctrl+Home |
| Move to the last record (outside a grid) | Ctrl+End |
| Close the page (select the Back button) Note: If any popup window (tooltip, date picker, or drop-down control) is open, the first use of the Esc key will dismiss it. |
Esc |
| Close the page with explicit save | Shift+Esc |
| Close the page discarding any unsaved changes | Alt+Shift+Q |
Page navigation shortcuts
| To do this | Press |
|---|---|
| Move to the next/previous field | Tab / Shift+Tab |
| Move to the next/previous tab | Alt+Shift+Right arrow / Alt+Shift+Left arrow |
| Move to the <n>th tab | Alt+Shift+<n> (<n> = 1-9) |
| Move to the next/previous FastTab | Alt+Shift+Down arrow / Alt+Shift+Up arrow |
| Move to the <n>th FastTab | Alt+<n> (<n> = 1-9) |
| Move to the next/previous blade (vertical tab) | Alt+Shift+Right arrow / Alt+Shift+Left arrow |
| Move to the <n>th blade (vertical tab) | Alt+Shift+<n> (<n> = 1-9) |
| Expand a FastTab (with focus on the FastTab header) | Space or Enter |
| Collapse the current FastTab | Alt+0 |
| Switch to grid view | Ctrl+Shift+G |
| Switch to details view | Ctrl+Shift+D |
| Switch to header view | Ctrl+Shift+H |
| Switch to lines view | Ctrl+Shift+L |
Grid shortcuts
| To do this | Press |
|---|---|
| Vertical scrolling | Mouse wheel |
| Horizontal scrolling | Shift + Mouse wheel |
| Move to the next/previous column | Tab / Shift+Tab |
| Move to the next/previous row | Down arrow / Up arrow |
| Move to the next/previous row without selecting Note: This shortcut applies to multi-select scenarios only. |
Ctrl+Up arrow / Ctrl+Down arrow |
| Select/clear the current row Note: This shortcut applies to multi-select scenarios only. |
Ctrl+Space / Ctrl+Click |
| Add the next/previous row to the selected set Note: This shortcut applies to multi-select scenarios only. |
Shift+Space |
| Add a range of rows to the selected set Note: This shortcut applies to multi-select scenarios only. |
Shift+Click |
| Go to the next/previous page of data | Page up / Page down |
| Create a new row at the bottom of the grid | Down arrow (from the last row) |
| Move to the first record | Ctrl+Home |
| Move to the last record | Ctrl+End |
| Select or clear all rows | Ctrl+Shift+M |
| Move to the first marked row | Alt+Shift+M, F |
| Move to the next marked row | Alt+Shift+M, L |
| Move to the previous marked row | Alt+Shift+M, P |
| Moved to the last marked row | Alt+Shift+M, N |
| Execute the default action in a grid Note: This shortcut is enabled when focus is on a cell containing a hyperlink and all cells in that column have hyperlinks. |
Enter |
| Toggle focus between the selected row and the header row | Alt+T,H or Alt+Shift+H |
| Make the current column larger/smaller (with focus in the header row) | Right arrow / Left arrow |
| Move the current column to the next/previous position (with focus in the header row) | Ctrl+Shift+Right arrow / Ctrl+Shift+Left arrow |
| Open grid filtering for the current column (with focus in the header row) | Enter |
| Resize the current column to fit the contents (with focus in the header row) | A (or double click on the column sizing handle) |
| Open the grid options menu* | Alt+T, O |
| Change the type of calculated value for the current column* | Alt+T, V |
| Show/hide the grid footer* | Alt+T, F |
| Group/ungroup the current column* | Alt+T, G |
| Freeze/unfreeze the current column* | Alt+T, P |
| Go to the row in an invalid or paused state (when using fast data entry)* | Alt+T, A |
| Revert changes in a newly created but unsaved row* | Ctrl+Shift+F5 |
| Delete the current row* | Alt+Del |
Note
Shortcuts that are marked with an asterisk (*) are available only in version 10.0.32 and later.
Input control shortcuts
| To do this | Press |
|---|---|
| Open the hyperlink | Ctrl+Enter |
| Open the hyperlink (when focus is on a read-only control) Note: This shortcut only applies when the Standardize keyboard interaction for combo box and lookup controls feature is enabled. |
Enter |
| Enter the session date in a date field | D |
| Enter the current date in a date field | T |
| Open lookup, combo box, date picker, drop dialog box | Alt+Down arrow Enter (when the Standardize keyboard interaction for combo box and lookup controls feature is enabled). |
| Close lookup, combo box, date picker, drop dialog box | Esc |
| Move focus into a lookup (when the lookup is already open) | Alt+Down arrow |
| Open the control's enhanced preview | Alt+Up arrow |
| Select text in the current field | Ctrl+A |
| Enter/leave the text area in an HTML editor control | Alt+Down arrow / Alt+Up arrow |
| Switch focus between the text area and the toolbar in an HTML editor control | F6 |
Messaging shortcuts
| To do this | Press |
|---|---|
| Go to the Message Center | Ctrl+Shift+F7 |
| Go to the Message Bar | Ctrl+F7 |
Navigation shortcuts
| To do this | Press |
|---|---|
| Go to the dashboard | Alt+Shift+Home |
| Move to the navigation bar | Alt+M, N, or Alt+Shift+F1 |
| Move to the company picker | Ctrl+Shift+O |
| Search for a page | Ctrl+/ or Alt+G |
| Open the help pane | Ctrl+? |
| Open the trace parser | Alt+Shift+T |
| Toggle the navigation pane between open, pinned open, and closed | Alt+F1 |
| Add/remove page as a favorite (with focus on a page in the navigation pane) | Shift+F |
| Move to the standard Action Pane | Alt+M, A, or Ctrl+F6 |
| Move to the Filter pane (which may include opening it) | Alt+M, F, or Ctrl+F3 |
| Move focus to the page content (with focus in the Filter pane) | Alt+M, M, or Ctrl+F3 |
| Move to the navigation list (which may include opening it) | Alt+M,S or Ctrl+F8 |
| Move focus to the page content (with focus in the navigation list) | Alt+M,M or Ctrl+F8 |
| Close the navigation list (with focus in the navigation list) | Esc |
| Move to the main page content (with focus in another pane) | Alt+M,M |
| Move to the FactBox pane (which may include opening it) | Alt+M,B, or Ctrl+F2 |
| Move to the next feature callout | Alt+M,C |
Note
The Streamline tabbing behavior in full-page forms feature, introduced in version 10.0.26, allows users to tab through all regions of a page without requiring the mouse or a dedicated keyboard shortcut to move between regions. You can still use the existing keyboard shortcuts (such as Alt+M key chord shortcuts) to move quickly between the regions on a page.
Personalization shortcuts
| To do this | Press |
|---|---|
| Transition the page into personalization mode | Ctrl+Shift+P |
| Use the Select tool (when in personalization mode) | S |
| Open the selected control's quick personalization dialog box (when using the Select tool) | Space or Enter |
| Use the Move tool (when in personalization mode) | M |
| Select the current control as the one to move (when using the Move tool and no control has been selected to move yet) | Space or Enter |
| Clear the control to move (when using the Move tool) | Esc |
| Move the selected control to the next position (when using the Move tool) | Tab or Right arrow or Down arrow |
| Move the selected control to the previous position (when using the Move tool) | Shift+Tab or Left arrow or Up arrow |
| Use the Hide tool (when in personalization mode) | H |
| Switch whether the current control is visible or hidden (when using the Hide tool) | Space or Enter |
| Use the Skip tool (when in personalization mode) | K |
| Switch whether the current control is in the tab sequence (when using the Skip tool) | Space or Enter |
| Use the Edit tool (when in personalization mode) | E |
| Switch whether the current control is editable or read-only (when using the Edit tool) | Space or Enter |
| Use the Summary tool (when in personalization mode) | U |
| Switch whether the current control is a summary field in the current fast tab (when using the Summary tool) | Space or Enter |
| Use the Add tool (when in personalization mode) | A |
| Select the control whose container is used to insert the new fields (when using the Add tool) | Space or Enter |
| Import a personalization (when in personalization mode) | I |
| Export a personalization (when in personalization mode) | X |
| Clear this page's personalizations (when in personalization mode) | Ctrl+C |
| Move focus between the personalization toolbar and the page (when in personalization mode) | T |
| Exit personalization mode (when in personalization mode) | Esc |
Segmented entry shortcuts
| To do this | Press |
|---|---|
| Open the drop-down list (when the drop-down list is closed) | Alt+Down arrow |
| Move focus into the input field for the current segment in the drop-down list (when the drop-down list is already open) | Alt+Down arrow |
| Close the drop-down list | Alt+Up arrow |
| Close/open the right portion of the drop-down list | Alt+Left arrow / Alt+Right arrow |
| Switch between "Show valid" and "Show all" modes | Alt+W |
| Select the value from drop-down list and move to the next segment | Enter |
| Move to the next/previous control on the page (when focus is in input control) | Tab / Shift+Tab |
| Move to the next/previous input field in the flyout (when focus is in the drop-down list) | Tab / Shift+Tab |
| Move up/down a row in the lookup | Up arrow / Down arrow |
| Move up/down a page in the lookup | Page up / Page down |
| Move to the top/bottom of the lookup | Home / End |
Task recorder shortcuts
| To do this | Press |
|---|---|
| Stop the recording (while recording) | Alt+R,S |
| Toggle the visibility of the Task recorder pane (while recording) | Alt+R,T |
| Toggle Rails mode (while playing a task guide) | Alt+R,L |
| Go to the previous step (while playing a task guide) | Alt+R,P |
| Go to the next step (while playing a task guide) | Alt+R,N |
| Toggle focus between the page and the animated pop-up prompt (while playing a task guide) | Alt+R,F |
| Expand/collapse the animated pop-up prompt (while playing a task guide) | Alt+R,C |
| Show more/less information in the animated pop-up prompt (while playing a task guide) | Alt+R,M |
Focus management
Focus management describes how user focus is handled in an application. Finance and operations apps have specialized focus behaviors that are intended to optimize user productivity, especially for data entry scenarios. Specialized focus behaviors include the following:
- When a page is loaded, the first editable input control on the page has focus and can accept user input immediately. If there is no editable input control on the page, the fallback option for initial focus is the first input control on the page followed by the first, focusable control on the page.
- Typically when a button is selected, the action is processed and focus may return to the page. When this happens, focus tends to return to the button control that was selected. This is true in finance and operations apps except when the button is located in the Action Pane or on a toolbar. In these cases, when the action completes, focus returns to the last control outside of the Action Pane (or toolbar) that had focus before the button was selected.
- When a user opens a column header dropdown, the filter field receives focus initially. This facilitates an optimal flow for filtering by allowing the user to immediately type a value and hit Enter to apply the filter.