Menu items of the “Participants” tab

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The “Participants” tab shows a list of participants involved on the record.

participants tab
Figure 1. The “Participants” tab in the record window
F2’s participant register can also be accessed by clicking the participant icon icon participants above the search lists to the left of the main window or by using the keyboard shortcut Ctrl+K. For further information, see Searches.

It is possible to edit the list view. Right-click a column in the list, then click Columns in the context menu.

The “Select columns” dialogue opens. From here, it is possible to add or remove columns.

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Figure 2. Select columns on the “Participants” tab

Right-click a participant in the list to perform a related search and view which participants are involved on which records and cases. For further information, see Searches.

Menu items for working with the record participants can be found on the “Participants” ribbon.

You can adjust the ribbon in the "Customise toolbar and ribbon" window.

These menu items are described below.

Menu item Description

navigation

Navigate between the main and case windows by clicking one of them.

By clicking the drop-down arrow next to “Case”, it is possible to navigate to the case tabs “Case” and “Participants”. If add-on modules have been added to the case, such as F2 Manager, their corresponding tabs are also shown under Case as shown below.

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Figure 3. Drop-down menu for “Case”

It is possible to navigate to the case and participant windows from the record window even when the record is in read-only mode.

The “Record” menu item is only active in the main or case window.

participants cases menu item

This menu item is active when the user selects a participant from the list.

Clicking All cases with these participants opens a new search tab in the main window showing all cases in which the selected participant or participants is/are involved.

participants records menu item

This menu item is active when the user selects a participant from the list.

Clicking All records with these participants opens a new search tab in the main window showing all cases in which the selected participant or participants is/are involved.

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Click Reload related searches to update the search options added with the add-on module F2 Related Searches.

If a user with the “Related searches editor” privilege has created a new related search option, click Reload related searches to make the search option available without restarting F2.

Changes to a related search option from the F2 Related Searches add-on module are applied immediately if a user clicks Reload related searches as described above. They are otherwise applied upon the next F2 startup.