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 …
Tag: Workflow
Configuring Fields: Mandatory and Read-Only Properties Editor
What is the Configure Fields: Mandatory and Read-Only Properties editor? Define Mandatory and Read-Only Properties at the system-wide level for different stages in the lifecycle of a Record Type …
Creating Workflow and Security Roles
Overview Roles represent a job function or a group of users. In TopTeam, Roles are used for consolidating security privileges as well as for workflow. We recommend that you …