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Use Cases Business Analysts
Ryan@ryanmorris.ca edited this page Jul 22, 2026
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- Stay oriented: Environment indicator uses a stronger color strip; Classic/Fluid/Nav mode badge shows where you are; first-install onboarding checklist in Options.
- Jump faster: Save Favorites (optional Page Info description template + notes); filter and Category groups; Recent components; optional New win checkbox; export/import CSV with append or replace (warns about business keys/notes); optional Side Panel for Favorites + Page Info.
- Document pages: Page Info copies Menu / Component / Page / ToolsRel / DB / Mode / page-token present; ToolsRel tips; Copy Markdown; Compare clipboard across envs; includes locked field when Inspect is on; Page Tabs for multi-page components.
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Inspect fields: Field Inspector shows Label / Rec / Fld / Row (+ HTML type chips) on Classic, Fluid, and Classic pages opened from Fluid menus; lock copies PeopleCode formats (
RECORD.FIELD,&Record.FIELD,GetField) for paste into tickets. - Search pages: Enable Advanced Search expand (including Fluid MORE/expand-all) and optional Correct History; limit to Classic or Fluid in Options if needed.
- Quiet mode: Skip repeated “name this environment” prompts from Options → Features.
- Shortcuts: Alt+Shift+P Page Info · Alt+Shift+I Inspect · Alt+Shift+C copy locked field · Alt+Shift+G Go to component.
P3 Wave 5 items (SP-01…SP-08) shipped in 1.0.13. Further ideas stay in: