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The following keyboard shortcuts can help you quickly and efficiently enter data.
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.
Finding a shortcut
As of Platform update 11, users can discover currently available shortcuts directly from the user interface. Simply right-click on a control and select View shortcuts. This will open a dialog box showing the shortcuts you can use based on where you are on 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 form/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 form 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
Form 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 form
Alt+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 form (click Back)
Esc
Close the form with explicit save
Shift+Esc
Close the form discarding any unsaved changes
Alt+Shift+Q
Form 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
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+Shift+H
Make the current column larger/smaller (with focus in the header row)
Right arrow / Left arrow
Open grid filtering for the current column (with focus in the header row)
Enter
Input control shortcuts
To do this
Press
Open the hyperlink
Ctrl+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
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
Move to the navigation pane
Alt+F1
Add/remove form as a favorite (with focus on a form 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 on Details form (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 on Details form (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
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 to the next position for the selected control (when using the Move tool)
Tab or Right arrow or Down arrow
Move to the previous position for the selected control (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 will be 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)
