How to add Checklists tab in record editor
Overview This article explains how to add the Checklists tab to a TopTeam record editor. Who should read this? TopTeam Administrators Step 1. Navigate to Customize Record Type Form …
Tag: Record Types
Configuring Read-Only Fields rules based on State of the record
Overview For each record type in TopTeam, you can configure fields as read-only. For configuring fields as read-only, refer to the article Configuring Mandatory and Read-Only Fields. This article …
Configuring Mandatory and Read-Only Fields
Overview This article describes how to configure Mandatory and Read-Only fields for a record type at the system-wide level and project level. For each record type in TopTeam, you …
Configuring and using Calculated Fields
Overview Calculated Fields are the fields that derive their values using some calculation performed on values of other fields of a record. This article explains how to create and …
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 …
Video – Defining Record Type Screens (TopTeam Web)
In this video, you’ll learn: Defining Record Type Screens (via web) Navigate to specific chapters in the video by clicking the Chapters icon on the player bar. NOTE: This …
Customizing ID2 Prefix
What is the Customize ID2 Prefix feature? The Customize ID2 Prefix feature is a project-level record type Prefix for the ID2 Identifier. If the ID2 Prefix is not specified, …
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 …