Difference between revisions of "Record Pinning in New Runtime UI for AgileApps"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
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#Open any record for which you want to set a bookmark.
#Open any record for which you want to set a bookmark.
#On the top of the record, click [[File:record_pinning_button.png|20px]] next to the record name as shown in the example here [[File:Record pinning.png|200px]].
#On the top of the record, click [[File:record_pinning_button.png|20px]] next to the record name as shown in the example here [[File:Record pinning.png|200px]].
#Once you bookmark the record, the button shade will change as shown in the example here
#Once you bookmark the record, the button shade will change as shown in the example here [[File:record_pinning_complete.png|200px]].
#You can access the bookmarked records by clicking the bookmark option from the top of the masthead as shown here [[File:record_pinning_masthead|200px]].

Revision as of 11:41, 9 August 2019

Overview

Record Pinning feature allows you to store your last visited records as favorites for quick access at a later time. You can access these records from any screen of AgileApps. Each record you save is user-specific as well as application specific. By default, the application stores your last 5 recently visited records. The record pinning feature works like a bookmark to allow you to quickly access your favorite or important records.

Using the Record Pinning Feature

  1. Log into the AgileApps application.
  2. Open any record for which you want to set a bookmark.
  3. On the top of the record, click Record pinning button.png next to the record name as shown in the example here Record pinning.png.
  4. Once you bookmark the record, the button shade will change as shown in the example here Record pinning complete.png.
  5. You can access the bookmarked records by clicking the bookmark option from the top of the masthead as shown here 200px.