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Customising Form Layouts
... Customising Form Layouts Before starting to customise a form layout give some thought to which Users / User Groups are going to use the version you're c ...
Creating & Modifying Picklists
... Creating & Modifying Picklists Creating a new Picklist You can create as many new Picklists as you require but remember that the same Picklist can ...
Customisation
... Customisation To help you configure Workbooks to meet your business needs and record the data that will help to drive your business processes, you can: ...
Record Types
... Record Types Workbooks offers a great degree of flexibility to enable you to customise the records on your database. Careful customisation ensures you have fi ...
Customising an Organisation form
... Customising an Organisation form By investing some time in planning how you want forms to appear, you can create a completely unique set of Workbooks reco ...
Filtering
... Filtering How to filter grids To apply a filter click on the Filters button at the top right of the screen. Activating filter ...
Landing Pages
... Landing Pages Choosing an option from the Start menu takes you to the Landing Page for that particular record type. A Landing Page is the ...
Form Layouts
... Form Layouts Customising Form Layouts gives you a great degree of flexibility to change the appearance of Workbooks records so that they reflect your business ...
Customising Views
... Customising Views Many of the screens you'll see in Workbooks display data in grids, ie, a table of columns and rows. This includes the Landing Pages ...
Customising Columns
... Customising Columns Adding/Removing Columns To add a new column to the data displayed, hover over the right-hand side of the header row of one of the colu ...
How do I set a default value?
How do I set a default value? I want newly created cases to be assigned to a particular queue by default. Default values are set in the Default values are set in the Form Layouts screens: Start > Configuration ...
Options in picklists
Can I add Dr as an option in the person title field? Personal Titles and picklists Personal Titles and picklists in general are administered in Start > Configuration > Custom Fields & Picklists > Picklists . ...