Tag: Record Types

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 …

Using ID2 Resequence Wizard

What is ID2 Resequence Wizard? ID2 is a secondary identifier for any Repository Object or Tracking Item (.e.g. “MyUC-104”). ID2 is a combination of a Prefix (“MyUC”) and a …

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 …

Using Default Values Editor

What is the Configure Fields: Default Values editor? Specify the Default Field Values for a Record Type at the system-wide level using the Configure Fields: Default Values editor. When …

Video – Configuring Allowed Actions

In this video, you’ll learn: Opening Allowed Actions from a State Editor User Interface of Allowed Actions Allowing/Disallowing Actions Performing Actions on the Selected Record Type Navigate to specific …

Video – Configuring Fields Default Values

In this video, you’ll learn: Configuring Default Values at System-Wide Level Configuring Default Values at Project Level Navigate to specific chapters in the video by clicking the Chapters icon …

Video – Defining Record Type States

In this video, you’ll learn: Opening Define Record Type States Editor User Interface of Define Record Type States Editor Editing Existing States Adding State to a Record Type Defined …

Video – Defining Record Type Fields

In this video, you’ll learn: Opening Record Type Fields Editor User Interface of Record Type Fields Defining a new Field Editing existing Record Type Fields Designing Form Layout Viewing …