Difference between revisions of "Accessing Records"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 1: Line 1:
'''{{TBD|}}'''
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.


'''''This feature is not currently available'''''
If the application [[Object]] doesn't appear in the tabs:
# Go to '''[[File:GearIcon.png]] > Shared Global Resources > Tab Preferences'''.
# Choose your role, or select the '''All Roles''' entry.
# Move the object from the '''Available''' list to the '''Selected''' list.


To see the records defined for an [[Object]]:
{{Note|If the appropriate menu choices don't appear, ask your system administrator to make the changes.}}
#In the Navigation pane, open the current application.
#In the Workspace area:
#*If the object is listed, click it.<br/>A list of records appears.
#*If the object is not listed:
#*#Click '''All Items'''<br/>A page appears showing all available objects, along with other platform artifacts.
#*#Click the object.<br/>The list of records appears.

Revision as of 00:17, 25 May 2013

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.