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 …
Category: Configuration
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. …
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 …
Video – Configuring Traceability Rules/Schema
In this video, you’ll learn: Opening Record Type Traceability Rules User Interface of Record Type Traceability Rules Adding Traceability Rules Deleting Traceability Rules Expanding Traceability Rules Navigate to specific …
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 …
Adding a custom tab to a Form (Screen)
Overview Tabs are a method of visually organizing fields on Forms/Screens. In TopTeam, you can customize a Record Type Form by adding custom tabs. Such tabs can be used …
Defining Custom Fields for a Record Type
Overview TopTeam’s out-of-the-box installation comes with some pre-defined fields for each Record Type. However, when working on a project, it may be necessary to define a new field for …