One particularly useful feature in MONITOR is the ability to save the entered values for both selections and settings made in different procedures, so you can quickly and easily load these selections again in the future. This is a practical and time-saving function for reoccurring Search Forms/Create tabs and printouts with the same selections and settings. This is also useful in different registration procedures.
However, you must first activate the function Activate own defaults / field properties? under Field Properties under the System tab in the Global Settings module.
Selecting Fields or Settings
To be able to save the values and settings in for example a Search Form/Create tab, you must select the fields or settings that you want to save. This selection is made by pressing Ctrl + double-clicking in the field or on the settings. The selected area will then be highlighted in blue (see image below). You can select fields both before and after entering a value or selecting a setting.
Example of selected fields.
Example of selected settings.
Save Default Value
Once you have made your selections/entered your values in the blue highlighted fields, go to Window | Default values: Save.
The Save default value/Search Form window will now open. Users with administrator rights can choose for which users or groups that the default values in Search Forms should be saved (this is called a "profile"). If you save a profile for a group, this means that the users that belong to that group can load this profile once it has been saved.
The Save default value/Search Form window.
To the left in the window you will see the previously saved profiles for the user in the procedure in question. The symbols to the far left indicates if the profile is saved as personal 
, shared 
or automatic 
.
The default description of a new profile is <New profile>. If there is no existing profile, this box will only show one row. A profile description appears to the right.
Under the Description heading you should enter an explanatory description of the profile. The descriptions will then be displayed for each saved profile. By selecting Modify description you can change the description for an existing profile. This is useful for example if you change the data that was saved in an existing profile.
Under the Access heading you can choose whether the profile should be shared with all users or not, and whether you want it to be automatically loaded for the user or group every time that procedure is started.
By using the Delete button you can delete an existing profile.
With the Data... button you open a new window where you can see and also edit the values that have been saved for the profile. If a profile contains a date or a date interval that should change depending on when the procedure is opened, for example for a list that displays physical inventory differences between the first and last day of the month, this should be registered here. In that case enter m (m-1) and n (n-1) as dates. The order interval will then be from the first day to the last in the list that is selected. Read more about dates in the chapter called Managing Date and Period
In the square at the top to the right in this window you will see the current user to which the profile will be saved. A list of all groups and users in MONITOR can be opened by using the button 
. Here you can select another user or group for whom you want to save the profile. Users that are not administrators can only save profiles for themselves. This is also indicated by the fact that the background of the box is gray, and that you cannot move around in the list.
A user or group that has a previously saved profile will display a symbol of a document to the left, as shown in the image below.
User with a saved profile.
If this is the first profile that is being saved for that user or group in the current procedure, you will need to logon to MONITOR again in order for the new profile to be loaded. Do this by going to File – Change company... and check the Logon as another user box. This way you re-start your own logon, and you only need to click OK when the logon box reappears.
Load Default Value
If a profile has been saved as Automatic by checking the Automatic check box under the Access heading, then the profile will be loaded automatically every time this procedure is started. Otherwise you should go to Windows | Default values: Load once you have started the procedure in question.
In Search Forms/Create tabs you can also right-click in the top part of the procedure and select Load default values... on the Info menu.
The Load default values window will now open. Here you select profiles with saved values to load to the Search Form/Create tab. The window has two modes and you shift between them by using the Detailed and Standard button.
The Load default values window (detailed).
In the Standard mode you will see all saved profiles for the procedure and the user in question (in the detailed mode this is displayed in the left part of the window). By selecting Show shared profiles you can also view the profiles that other users have saved as shared.
With the Load button you load the selected profile.
If the window is open in the detailed mode you will see the Data... button where you can view the values saved in the profile.
Administer Default Values
In the Global Settings module there is a procedure called Administer Properties where you in a structure map can see which users/groups that have saved default values. Here you can also edit, delete and copy these values to other users/groups.