Difference between revisions of "Accessing Records"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 10: | Line 10: | ||
'''For administrators:''' | '''For administrators:''' | ||
To make | |||
To make an application object available to a users: | |||
# Go to '''[[File:GearIcon.png]] > Shared Global Resources > Tab Preferences'''. | # Go to '''[[File:GearIcon.png]] > Shared Global Resources > Tab Preferences'''. | ||
# Choose | # Choose the user's role, or select the '''All Roles''' entry. | ||
# Move the object from the '''Available''' list to the '''Selected''' list. | # Move the object from the '''Available''' list to the '''Selected''' list. | ||
# Click '''[Save]''' | |||
{{Note|If the appropriate menu choices don't appear, ask your system administrator to make the changes.}} | {{Note|If the appropriate menu choices don't appear, ask your system administrator to make the changes.}} | ||
Revision as of 00:21, 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 an application object available to a users:
- Go to
> Shared Global Resources > Tab Preferences. - Choose the user's role, or select the All Roles entry.
- Move the object from the Available list to the Selected list.
- Click [Save]
Note: If the appropriate menu choices don't appear, ask your system administrator to make the changes.
