Difference between revisions of "Accessing Records"
From AgileApps Support Wiki
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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 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 | If the application [[Object]] doesn't appear in your list of tabs: | ||
# Go to '''{your name} > Account Management > Workspace Preference''' | |||
# Click '''[Edit]''' | |||
# Move the object from the '''Hidden''' list to the '''Visible''' list. | |||
# Click '''[Save]''' | |||
If the object you need isn't available in the list, follow the administrator's steps below. Then repeat the steps above. | |||
'''For administrators:''' | |||
To make | |||
# Go to '''[[File:GearIcon.png]] > Shared Global Resources > Tab Preferences'''. | # Go to '''[[File:GearIcon.png]] > Shared Global Resources > Tab Preferences'''. | ||
# Choose your role, or select the '''All Roles''' entry. | # Choose your role, or select the '''All Roles''' entry. | ||
Revision as of 00:20, 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 your list of tabs:
- Go to {your name} > Account Management > Workspace Preference
- Click [Edit]
- Move the object from the Hidden list to the Visible list.
- Click [Save]
If the object you need isn't available in the list, follow the administrator's steps below. Then repeat the steps above.
For administrators: To make
- Go to
> 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.
Note: If the appropriate menu choices don't appear, ask your system administrator to make the changes.
