How to assign Record Type Screens (TopTeam Web)
Overview Configure Record Type Screens in the administration section of TopTeam Web, allows you to define and assign screens for a particular Record Type State as well as for …
Tag: States
How to enforce State Transition Rules on a Project (TopTeam Web)
Overview State Transition is a process of updating the State field of a record from one state to another. Once you enforce State Transition Rules on a project, then …
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 …
Using State Diagram Editor
What is the State Diagram editor? The State Diagram editor allows you to model the different States and Transitions for components of a system. You can access this editor …
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 …
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 …