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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 ...

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 ...

Making the Object Reference visible on the main tab of a record

All records in Workbooks are given a unique Object Reference, which the user cannot change but can view. On some record types (such as Quotations, Customer Orders, Invoices, etc), the reference is automatically visible on the main tab of that record. On ...


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