AgileApps Support Wiki Pre Release

Accessing Records

From AgileApps Support Wiki
Revision as of 00:17, 25 May 2013 by imported>Aeric

If a tab for the Object is already displayed in the application, click it to see a list of records. Then choose your view from the sidebar, or create your own.

If the application Object doesn't appear in the tabs:

  1. Go to GearIcon.png > Shared Global Resources > Tab Preferences.
  2. Choose your role, or select the All Roles entry.
  3. Move the object from the Available list to the Selected list.

Notepad.png

Note: If the appropriate menu choices don't appear, ask your system administrator to make the changes.