> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jadenet.id/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigation and common actions

> Use JADE-ELS list views, detail views, search, filters, actions, reports, and exports.

JADE-ELS uses a consistent list-and-detail interface. A **list view** displays records; a **detail view** contains the selected record's fields, tabs, related lists, and actions.

## Common actions

| Action         | Purpose                                                    |
| -------------- | ---------------------------------------------------------- |
| New            | Create a record in the current list                        |
| Save           | Save the current record and remain on it                   |
| Save and New   | Save the current record and begin another                  |
| Edit / pencil  | Open or switch a record into editing mode                  |
| Delete / X     | Delete a selected record when permissions and status allow |
| Refresh        | Reload current data from the server                        |
| Search         | Find records using free text                               |
| Column filter  | Filter on values in a specific column                      |
| Export to      | Export permitted list data                                 |
| Show in Report | Open an applicable report for the record or list           |

<Frame>
  <img src="https://mintcdn.com/jade-503b9586/t2o6wpUTmjWKSelC/images/UserMenu.png?fit=max&auto=format&n=t2o6wpUTmjWKSelC&q=85&s=88fd9daebd550bf262016f7899404b92" alt="Example JADE-ELS User list with New, edit, refresh, export, report, and search actions." width="1410" height="369" data-path="images/UserMenu.png" />
</Frame>

<Note>The screenshot is from an earlier interface version. Current v26.1 styling may differ, but the list-and-detail pattern remains the same.</Note>

## Work with a list

<Steps>
  <Step title="Open a menu item">Select the menu group, then the required submenu. The list shows only records permitted for your role and data scope.</Step>
  <Step title="Search or filter">Use the search box for broad matching. Use a column filter for a specific field. Clear old filters when expected records are missing.</Step>
  <Step title="Sort or group">Select a column header to sort. Where enabled, drag a column to the grouping area to organize records by status, customer, branch, or another field.</Step>
  <Step title="Open the record">Select the row or edit icon. Review the header, tabs, related lists, status, and available actions before making changes.</Step>
</Steps>

## Enter a record safely

* Search before creating master data to prevent duplicates.
* Complete fields marked with an asterisk before saving.
* Confirm office or branch, date, customer/vendor, job, currency, exchange rate, amount, and reference.
* Add required supporting files before submitting for approval.
* Refresh after another user approves or posts a linked transaction.
* Avoid simultaneous editing of the same record.

## Why an action may be unavailable

An action can be hidden or disabled because your role lacks permission, no record is selected, the document is already approved/posted/closed, the period is locked, source data is missing, or the action applies only to another view.

See [Troubleshooting](/support/troubleshooting) if the expected action remains unavailable.