Using Workflow History Sub-tab
What is the Workflow History Sub-tab? Workflow History sub-tab displays a complete lifecycle of a record in a diagrammatic format. It provides a state history of a record’s overall …
Tag: Workflow
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 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 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 …
Defining Workflow and Security Roles
What is the Define Workflow and Security Roles editor? The Define Workflow and Security Roles editor allows you to create Roles which are like “groups” of users who have …
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 …
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 Mandatory and Read-Only Fields
In this video, you’ll learn: Configuring at System-wide Level Configuring at Project Level Navigate to specific chapters in the video by clicking the Chapters icon on the player bar. …