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 Layout in the Administration section

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Step 2. Select Record Type in which you want to add the Checklists tab

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Step 3. Click the Customize Tab Visibility and Position button available in Form Layout Designer

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Step 4. In the Customize Tab Visibility window, select the "Checklists" tab and move it to the Visible Tabs list

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Step 5. Click Save

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The Checklists tab displays

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Revised: March 20th, 2018