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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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. …