Configuration – Page 2 – TechnoSolutions Knowledgebase

Configuring State Transition Workflow for a record type

Overview This article describes how to configure lifecycle states for a record type. After reading this article you will be able to do the following: 1. Configure State Transitions …

Customizing Form Layout – Adding Fields to Forms (Screens)

Overview Record Types in TopTeam can be customized to include Fields or Custom Fields, that can be added using Form Layout Designer. For example, if you want to add …

How to customize the Home page of TopTeam Desktop App

Overview Home page is the landing page when you log into TopTeam Desktop App. In TopTeam, the Home page is used to facilitate navigation to other pages in the …

Using Define Application Profiles Editor

What is the Define Application Profiles editor? The Define Application Profiles editor allows you to define the interface of TopTeam Desktop App for individual users. In this editor, you …

Customizing System Wide Master States

What is the System Wide Master States editor? The System Wide Master States editor allows you to define States in order to be used in defining the lifecycle of …

Using State Transition Diagram Editor

What is the State Transition Diagram editor? State Transition is a process of updating the State field of a record from one State to another. Only those transitions that …

Video – Getting Started with State Transition Diagram

In this video, you’ll learn: Opening State Transition Diagram User Interface of State Transition Diagram Adding States and Transitions Deleting States and Transitions Rearranging and Moving State Transition Diagram …

Configuring Global Settings

What is the Global Settings editor? If you have System Administrator privileges in TopTeam, you can define Global Settings that will determine the behavior, look and feel of the …

Using Record Type editor

What is the Record Type editor? The Record Type editor allows you to create new Record Types in TopTeam and edit existing ones. You can modify the properties of …

Using Define Record Type States Editor

What is the Define Record Type States editor? The Define Record Type States editor is used for configuring what State (or “status”) a record can be in. These States …

Category: Configuration