WorkFlows - Function Key Mapping

WorkFlows - Function Key Mapping

About

This article and tutorial video (below) cover how to assign function keys in WorkFlows

Introduction

  1. Some F-keys are reserved and you won't be able to assign them. These are F1 (Help), F6, F8 and F10.
  2. You cannot assign an F-key to more than one function at a time; however, you can use the ALT and SHIFT keys for more functionality.
    1. For example, if you assign the Pay Bills function to ALT+F8, holding the ALT key down then pressing F8 will open the Pay Bills wizard.
  3. Each wizard can be assigned to only one F-key at a time.
    1. For example, if CheckOut is already assigned to F9, you'll have to clear it from F9 before assigning it to a different key.
  4. F-key settings are workstation-specific.
  5. You can assign F-keys in two ways: through Function Key Mapping or Local Toolbar Management.

Function Key Mapping

1. Click Preference from the Menu Bar, then select Desktop > Current toolbar > Function Key Mapping...
Preference drop-down with Function Key Mapping highlighted

2. View current assignments by:
  1. Unchecking the Shift and Alt boxes at the top of the pop-up displays functions assigned to the F-keys alone.
  2. Checking the Shift box displays functions assigned to the SHIFT+F# combination.
  3. Checking the Alt box displays functions assigned to the ALT+F# combination.
  4. Checking both boxes displays functions assigned to the ALT+SHIFT+F# combination.
Function key mapping window with the Shift and Alt boxes highlighted

3. Use the drop-downs to assign / unassign functions:
  1. To assign a function, select it from the drop-down. If you don't see the function you want, proceed to step 4.
  2. To unassign (clear) a function, select the blank space from the drop-down.
4. If a function has already been assigned, it won't appear in the drop-down of the key / key combination that you want to assign it to. Find which key / key combination the function is currently assigned to, then select the blank space from the drop-down to unassign it.

5. Once the function has been unassigned, it will appear in the drop-down of the key / key combination that you prefer and you can select it.

6. Click OK.
7. When you close WorkFlows, select Yes if prompted to save changes.

Local Toolbar Management

1. Click Preference from the Menu Bar, then select Desktop > Current toolbar > Local Toolbar Management.
Preference drop-down with Local Toolbar Management selected

2. From the Local Toolbar Files pane (far right), expand the modules (Cataloging, Circulation, etc.) and toolbar groupings (Users, Items, etc.) as needed to view the wizards you want to assign.
For more information about toolbar management, see WorkFlows - Toolbar Management.
3. Hover over a wizard to see what function key combination is currently assigned to it. If it's unassigned, NONE will appear.
Hovering over a wizard in the Local Toolbar Files to see its function key assignation, if any

4. To edit the assignment highlight the wizard, right-click and select Modify.

5. In the pop-up that appears, use the  Key sequence drop-down to assign / unassign a function.
  1. To assign a function, select it from the drop-down, using the Alt and Shift options as desired. If your preferred key is already mapped to another wizard, proceed to step 6.
  2. To unassign (clear) a function, select No key mapping from the drop-down.
Wizard pop-up with Key sequence drop-down highlighted

6. If your preferred key is already mapped to another wizard, you can select another key combination or modify the other wizard that's listed in the error message to make your preferred key combination available.
Wizard pop-up with error message

7. Once you're done editing, click OK.
8. Click  Close.
9. When you close WorkFlows, select  Yes if prompted to save changes.

Video Tutorial


    • Related Articles

    • WorkFlows - Updating

      About This article covers upgrading WorkFlows to the most recent version. If, after following these steps, the upgrade doesn't install correctly, see WorkFlows - Installing to uninstall and reinstall. Newest Version The newest version of WorkFlows is ...

    • WorkFlows - Introduction

      About This article and video tutorial (below) serve as an introduction to WorkFlows, its terminology and its properties. What is WorkFlows? WorkFlows is one part of the Symphony Integrated Library System (ILS) used by members of the Montana Shared ...

    • WorkFlows - Installing

      About This article covers installing a fresh version of WorkFlows. WorkFlows is meant to be used on library staff workstations only, not personal devices. Follow these instructions if you're installing WorkFlows on a workstation, or a recent ...

    • WorkFlows - Fonts, Themes and Tabs

      About This article and video tutorials (below) cover adjusting your WorkFlows desktop preferences, including the font, theme and tab settings. To learn how to customize your toolbars, see WorkFlows - Toolbar Management. Font Customizing To change the ...

    • WorkFlows - Offline Mode

      About This article and video tutorial (below) cover opening, operating in, and closing offline mode in WorkFlows. Offline mode enables checking out when network connectivity isn't cooperating. Once connectivity is restored, you can submit a ticket to ...