InfoQube User Manual (node 2043)

Table of Content

• 1. Introduction (node 33)
• 2. Getting Started
• 2.04 How to access the sample file
• 2.05 Your First Steps
• 2.06 An overview of IQ's main components: Items, Fields , Grids, Panes and Other displaying ...
• 2.1 Introducing the Calendar
• 2.2 Introduction to the default grids
• 2.2.01 Welcome
• 2.2.02 Appointments
• 2.2.03 AdrsBook
• 2.2.04 Links
• 2.2.05 Inbox
• 2.2.06 To-Do's
• 2.2.07 Projects
• 2.2.08 Done
• 2.2.09 Journal
• 2.2.10 Scratch
• 2.2.11 Invoices
• 2.2.12 Search
• 2.2.13 MusicLibrary
• 2.2.14 TranscriptStats
• 2.2.15 Finances
• 2.2.16 Shopping List
• 2.2.17 WorkDone
• 2.2.18 NextTask
• 2.3 IQ Tutorial #1 Overview
• Grid01 of Tutorial #1
• Grid02 of Tutorial #1
• Grid03 of Tutorial #1
• Grid04 of Tutorial #1
• Grid05 of Tutorial #1
• 25. Release Notes (node 2732)
• 3. InfoQube User Interface
• 3.1 Menus and toolbars (node 62)
• 3.1.1 Listing of Main Menu (node 131)
• 3.1.1.1 The File Menu
• 3.1.1.2 The Edit Menu (node 675)
• 3.1.1.3 The View Menu (node 676)
• 3.1.1.4 The Grid Menu (node 677)
• 3.1.1.5 The Items Menu
• 3.1.1.55 The Calendar Menu (node 1315)
• 3.1.1.6 The Tools Menu (node 680)
• 3.1.1.7 The Help Menu
• 3.1.15 Standard Toolbar (node 2020)
• 3.1.2 Item Context Menu and Toolbar
• 3.1.2.1 Modifying the Item Context Menu:
• 3.1.3 Column Context Menu and Toolbar
• 3.1.3.1 Modifying the Column Context Menu:
• 3.1.35 Formatting Too
• 3.1.4 Grid Context Menu and Toolbar (node 809)
• 3.1.4.1 Modifying the Grid Context Menu
• 3.1.41 VB Editor ContextToolbar
• 3.1.42 Advanced Toolbar (node 2023)
• 3.1.43 Views Toolbar
• 3.1.45 Customize Menus and Toolbars
• 3.1.5 Add or Remove Buttons from Toolbars
• 3.1.6 Modify toolbars
• 3.1.7 Popup Editor (node/142)
• 3.12 Map View (node 2296)
• 3.13 Favorite Items (node 2301)
• 3.2 Grids as main UI
• 3.2.10 Working with grids and tabs (node 133)
• 3.2.20 Manage Grids Dialog (node 269)
• 3.2.20.1 General Properties of Grid (node /895)
• 3.2.20.2 Data Properties of Grid (node 896)
• 3.2.20.3 Columns Properties of Grid
• 3.2.20.4 Gantt Chart Properties of Grid
• 3.2.20.5 View Properties of Grid (node 899)
• 3.2.20.6 Options Properties of Grid (node 900)
• 3.2.30 Item Coloring and Formatting (node 219)
• Field conditional format: add Save and Load from text file (node 1746)
• Web Named Colors (node 2360)
• 3.2.35 Rich-Text Formatting in the Outline (node 127)
• 3.2.40 Display settings (Context Parents, Regular Hierarchy, Full Hierarchy)
• 3.2.50 Drag-and-drop (issues) and other common UI operations
• 3.2.70 Hyperlinks in the grid
• 3.2.90 Hoisting
• 3.25 Calendar
• 3.3 HTML Editing Pane (node 64)
• 3.3.1 Menu Listing
• 3.3.1.2 Edit Menu (HTML Pane)
• 3.3.1.3 View Menu (HTML Pane)
• 3.3.1.4 Format Menu (HTML Pane)
• 3.3.1.5 Insert Menu (HTML Pane)
• 3.3.1.6 Table Menu (HTML Pane)
• 3.3.1.1 File Menu (HTML Pane)
• 3.3.2 Toolbars
• 3.3.2.1 Standard
• 3.3.2.2 Format
• 3.3.2.3 Table
• 3.3.2.4 Font
• 3.3.2.5 Insert
• 3.3.2.6 URL
• 3.3.2.7 Edit Context Menu
• 3.3.2.8 HTML Tags
• 3.3.2.9 Item
• 3.3.3 Auto item text based on entered HTML
• 3.3.4 Hyperlinks in the HTML editing pane
• 3.3.5 MHT editing in the html pane (node 2000)
• 3.3.6 MHT to HTML, HTML to MHT, new HTML (node 2170)
• 3.4 Properties Pane
• 3.4.01 Item info
• 3.4.01.10 Item Properties
• 3.4.01.20 Filled Fields
• 3.4.01.30 Parents
• 3.4.01.40 Siblings
• 3.4.01.50 Children
• 3.4.01.60 Shown in [#] grids
• 3.4.01.70 Tagged items
• 3.4.10 Changing field values in bulk
• 3.4.20 Forms
• 3.4.25 Available Fields
• Arranging fields in a hierarchy
• 3.4.30 Locked Items
• 3.5 Notifications Pane
• 3.55 Pane manipulation in IQ
• 1) Resize a Docked or Floating Pane (node 1909)
• 2) Pane Movement -- floating a pane (node 1914)
• 3) Pane Movement - dock a pane (node 1920)
• 4) Pane movement- dock under or above (node 1923)
• 5) Pane movement - Dock to a tab (node 1924)
• 6) Pane Autohide (node 1915)
• 3.6 Phone Dialer
• 3.7 Status bar timers
• 3.9 Localized UI
• 3.10 General Application Configuration (fonts, colors, bullets, email...)
• 3.10.10 Fonts tips
• 3.10.20 Tools Options
• 3.10.20.10 Program Settings>Grids (node 710)
• 3.10.20.10.10 Ecco Style Bullets
• 3.10.20.10.11 Tree Lines
• 3.10.20.10.12 Grid Lines
• 3.10.20.10.20 Row Coloring
• 3.10.20.20 Program Settings>Modes
• 3.10.20.30 Program Settings>Other (node 713)
• 3.10.20.40 Program Settings>POP E-mail
• 3.10.20.60 This file>Data storage
• 3.10.20.70 This file>General
• 3.105 General explanations (multiple instances of IQ running, etc.)
• 3.11 Keyboard Shortcuts (node 144)
• 3.11.10 Default keyboard customization shortcuts (node #145)
• 3.11.20 Grid/Items keyboard shortcuts
• 3.11.30 HTML Pane keyboard shortcuts
• 3.11.40 Properties pane keyboard shortcuts
• 4. InfoQube Data (Fields and Items) (node 68)
• 4.10 Fields (node 2032)
• 4.10.01 Field Management Dialog- Main (node 1068)
• 4.01 System Fields (node 69)
• 4.02 Field Management Dialog - General (node 1069)
• 4.022 Multi-line example
• 4.024 Date Fields (and Day Fields etc.)
• 4.026 'Default Value' of a field
• 4.03 Field Management Dialog - Editor
• 4.035 Input Masks
• 4.036 Pop-up Lists (node 294)
• 4.04 Field Management Dialog - Equations (node 1071)
• 4.042 Equations, Rules, and Scripting (node 128)
• System Code functions (node 2122)
• AddKeyword (node 2149)
• AVG
• CalcBestPlayer
• CalcColor
• CalcEndDate (calculates end time of a task, given a start, duration and nonBillable)
• CalcGPA
• CalcGPAAVG
• calcTime
• CalcUrgency (node 2132)
• Catenate
• ColorFromVehicule
• DayPart
• First (node 2139)
• FV (future value) (note 2144)
• GetDomainName
• GetFile()
• GetFile(InitialFile)
• HasKeyword
• IIF (immediate IF)
• isToday
• isTomorrow
• Max
• Min
• NumPart
• NZ (converts nulls to zero)
• PickFirst
• PV
• RegExp
• RemoveKeyword
• RoundedTime (round supplied time to earlier hour or half hour)
• SetFontAttrib
• ShowMessage
• Sum
• test
• Testzero
• TextPart (node 2142)
• Today
• WhoColor
• WorkTime
• ZN (converts zero to nulls) (node 2124)
• 4.05 Field Management Dialog - Inheritance (node 1072)
• 4.06 Field Mgmt Dialog - Conditional Formats
• 4.07 Field Mgmt Dialog - Options (node 1074)
• 4.075 Field Options (node 404)
• 4.10.02 InfoQube's automatic (behind the scene) field treatment (node 1401)
• 4.10.03 Smart Fields (aka smart folders) (node 986)
• Example: Create a new field (node 2034)
• 4.20 Items (node 223)
• 4.40.10 Add New Item dialog (node 464)
• 4.40.20 Item Editing
• 4.40.30 Item Copy & Paste - Selection - Drag & Drop (node 1155)
• 4.40.40 Item Selection via 'Tagging'
• 4.30 Items/Fields/Grid relationship (node 259)
• 5. Searching, Filtering & Sorting
• 5.1 Searching/Finding (node 853)
• 5.1.1.0 Advanced Find (node 863)
• 5.1.1.5 More about Advanced Find
• 5.1.2 Quick Search (also known as Fast Search and Live Search) (node 863)
• 5.1.3 Auto-Search (Incremental Find) (node 260)
• 5.2 Filtering (node 854)
• 5.2.1 Column Filter Buttons
• 5.2.15 Filter-As-You-Type (node 2419)
• 5.2.2 Date Filter
• 5.2.2.1 More About the Date Filter toolbar
• 5.2.3 AlphaNumeric Filter
• 5.2.4 Grid Filter Editbox
• 5.2.5 Grid Source EditBox (node 858)
• 5.3 Sorting
• 5.4 Wikitags
• 6. Importing
• 6.10 Grabbing, Linking and Clipping Web content (node 120)
• 6.10.1- Clipping from Internet Explorer (node 2181)
• 6.10.2- Clipping from Firefox (node 2182)
• 6.10.3- Clipping from other browsers and applications (node 2183)
• 6.10.4- Grabbing entire web pages, Linking to web pages (node 2184)
• 6.10.5- Clipping content from web pages (node 2185)
• 6.10.6- Adding extra values (node 2186)
• 6.10.7- Configuring the clipping format (node 2187)
• 6.20 Text files import (Excel, Access, Outlook, etc.) (node 88)
• 6.30 Email import
• 6.40 Ecco Pro Import
• 6.50 Ultra Recall Pro (URp) Import
• 6.60 Using IQ with Scrapbook
• 7. Exporting and printing (node 55)
• 7.10 Excel Export (node 321)
• 7.20 HTML Export
• 7.2.1 HTML Export dialog-"Use settings"
• 7.2.5 HTML Export Dialog "Use template file"
• HTML Export Merge fields and codes
• Selective HTML export
• Templates ideas
• 7.30 Live Links to IQ Grids from Word and Excel (node 1254)
• 7.40 IQBase to IQBase Export
• 7.50 MSWord Export
• 7.60 Outlook Export
• 7.7 Printing
• 8. Linking (node 115)
• 8.10 Link to a web page
• 8.20 Link to files and folders
• File link example: Image Viewer
• 8.30 Tagging-assign parents to Items
• 9. Synchronizations (node 139)
• 9.10 Sync with external databases
• 9.10.10 Example: Sync with the Mantis Issue Tracking Database
• 9.10.20 Example: Connecting to a SQL Server back-end
• Example: Sync with a Zotero database
• 10. Tips & Tricks (node 59)
• 10.09 Backup your database, Encryption
• 10.10 Comparison with EccoPro
• 10.20 Example : Generating Invoices
• 10.30 Example : Time Tracking
• 10.40 Example-Basketball Stats
• 10.50 Example-Finances
• 10.60 How to restore the views toolbar (i.e. the list of grids toolbar) / manipulate detachable ...
• 10.70 How to bypass the automatic opening of the previous file
• 10.80 KatMouse: Configuring to use with IQ
• 10.85 Showing item in multiple grids
• 10.90 Tips for EverNote (2.x) users
• 10.95 Working with icons
• Forums: Great Threads
• Creating an Appointment for a Contact
• 01
• Comment 02
• Comment 03
• Comment 04
• Comment 05
• Comment 06
• Comment 07
• Comment 08
• Comment 09
• Comment 10
• Comment 11
• Comment 12
• Comment 13
• Comment 14
• Comment 15
• Comment 16
• Comment 17
• Comment 18
• Comment 19
• Comment 20
• Comment 21
• Comment 22
• Comment 23
• Comment 24
• Comment 25
• Comment 26
• Comment 27
• Comment 28
• 11. Program Settings and options
• 11.10 Command line arguments
• 12. Mouse and keyboard usage in IQ (node 1325)
• 12.10 Navigating in IQ using keyboard shortcuts (node 1724)
• 13. Supported Operating Systems (node 129)
• 14. Sample IQBases (i.e. IQ templates) (node 918)
• 14.10 Daily Grid / Diary example
• 14.50 Tutorial IQbase discussion. See section 2.3 for tutorial #1
• IQbase requests (node 2010)
• Academic research (node 2011) request per node 1674
• Dissertation notes "ideas for particular implemention) (node 2093)
• 15. Glossary (node 90)
• 16. How to ? (node 1303)
• 17. Troubleshooting (node 98)
• 17.20 Outlook links not working with Outlook 2007
• 18. Hands-on videos (node 1545)
• 19. Installation / copying IQ program files (node 697)
• 20. Index (node 1684)
• 21. Work todo / issues with the online manual (node 1693)
• 1002: Properties pane: Drag-drop to copy field values.
• 1007: Add the Views toolbar to the list of toolbars. more detailed description and separate page ...
• 1007: Add the Views toolbar to the list of toolbars. menu page, new picture of toolbar, and add ...
• 3 new toolbar pages need screenshot and tables 10/14/2010 (node 2025)
• Document Gantt view and project management facilities
• Managing Projects using InfoQube. Mark's draft - NB: currently subject to frequent changes, sorry!
• Working with task dependencies
• example under the icon page
• Grid vs HTML pane (and html vs MHT) (node 2094)
• Import isn't clear on assignation of newly imported items to grids
• [ DELETE ME :-) ] Trial run of 4.40.30 [Selection - Drag & Drop] (I DONT KNOW HOW TO DELETE)
• 22. Nomenclature descrepancy listing (node 2307)
• 23. IQ User Manual-Specific Info (node 2335)
• IQ User Manual CHM info (node 2163)
• Perl script for generating the CHM manual
• IQ User Manual in an IQBase (historical-Jan 17th 2010) (node 1373)
• Tips for updating the online manual (node 2189)
• 24. FAQ (node 168)
• Q01 System Requirements
• Q02 Single Database?
• Q03 Cost
• Q04 Multi-user?
• Q05 Sharing?
• Q06 Portable
• Q07 Form vs grid?
• Q08 Which grids
• Q09 Date source?
• Q10 Outliner formatting
• Q11 Delete item?
• Q12 Size limit
• Q13 Predefined style
• Q14 Create note quickly?
• Q15 Missing hotkeys?
• Q16 Auto-refresh?
• Q17 Format of fields
• Q18 Milestone
• Q19 Gantt 'week'
• Q20 Outline HTML indicator
• Q21 Tagging
• Q22 Emailing
• Q23 Backwards compatible?
• Q24 Export to another InfoQube database
• Q25 License
• Q26 Data storage?
• Software components /supplier used (node 1752)