Keyboard shortcuts

10/05/2020
8 minutes to read

The following 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

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

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

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)	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

Additional resources

Keyboard shortcuts for missing account analysis